FSSNX or IWM — which is better?

FSSNX is the cheaper fund (0.025% vs 0.19% expense ratio). Over the last five years FSSNX returned more (+31.94% vs +30.30%, total return). Their portfolios overlap by about 82% of weight. FSSNX and IWM on the same index — a mutual fund priced once a day against an ETF traded all day: the fee, the tracking and the minimum.

How much do FSSNX and IWM overlap?

FSSNX and IWM overlap by about 82% of portfolio weight, sharing 951 holdings (per each fund's latest SEC N-PORT filing, weights rolled forward to today).

Is ChartRow affiliated with any of these funds?

No. ChartRow is independent and not affiliated with, sponsored by, or endorsed by Fidelity, BlackRock. Comparisons are derived independently from public SEC filings and market data; not investment advice.

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FSSNX vs IWM (2026)

FSSNX

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IWM

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Fidelity Small Cap Index Fund and iShares Russell 2000 ETF side by side. FSSNX is the cheaper fund (0.025% vs 0.19% expense ratio). Over the last five years FSSNX returned more (+31.94% vs +30.30%, total return). Their portfolios overlap by about 82% of weight. Not investment advice.

Fund facts#

Data provided bySource: Twelve Data

Returns as of market close, Oct 30, 2026. The charts run through the Oct 30 close.

	FSSNX	IWM
Focus	US Stock Index Funds	Small Cap
Expense ratio	0.025%	0.19%
AUM	$34.1B	$83B
Distribution yield	—	0.98%
Holdings	1950	1998
1M total	+0.5%	+0.5%
YTD total	+14.4%	+14.2%
1Y total	+15.5%	+15.2%
3Y total	+78.2%	+77.1%
5Y total	+31.9%	+30.3%
10Y total	—	+168%
3Y total CAGR	+21.2%/yr	+21.0%/yr
5Y total CAGR	+5.7%/yr	+5.4%/yr
10Y total CAGR	—	+10.4%/yr
Issuer	Fidelity	BlackRock
Inception	—	2000-05-22

All returns are total returns (dividends reinvested), through the latest price during the session. CAGR = compound annual growth rate. '—' means the fund's history doesn't span the horizon. A mutual fund's AUM is its whole fund's, every share class together (its SEC filing); an ETF's is its own. Returns run to Oct 30, 2026, the last month-end, as fund companies report a mutual fund's: a fund that pays monthly books each month's income on its last business day, so a return to a later day would leave that month's income out.

Annualized returns (CAGR)#

Data provided bySource: Twelve Data

FSSNXIWM

+13.1%+12.9%+14.4%+14.1%+21.4%+21.1%+5.7%+5.4%+10.4%+10.5%+8.1%+9.1%1Ysince 10/20/252Ysince 10/21/243Ysince 10/23/235Ysince 10/25/2110Ysince 10/24/1615Ysince 10/24/1120Ysince 10/23/0625Ysince 10/22/01

0%+5%+10%+15%+20%+25%

Compound annual growth rate per holding period, total return, from weekly adjusted closes. Horizons a fund's history can't span show no bar; horizons no fund spans are omitted.

Performance, rebased#

Data provided bySource: Twelve Data

Total return, rebased to 0% · FSSNX vs IWM

−5%0%+5%+10%+15%+20%+25%2026FebMarAprMayJunJulAugSepOctNov

FSSNX+13.9%IWM+13.9%

Nov 12, 2026

FSSNX+13.9%

IWM+13.9%

Returns by year#

Data provided bySource: Twelve Data

Year	FSSNX	IWM
2017	—	+14.6%
2018	—	-11.1%
2019	—	+25.4%
2020	+20.0%	+20.0%
2021	+14.7%	+14.5%
2022	-20.3%	-20.5%
2023	+17.1%	+16.8%
2024	+11.7%	+11.4%
2025	+12.9%	+12.7%
2026 YTD	+14.4%	+14.2%

Total returns (dividends reinvested), calendar years.

Returns by year, charted#

FSSNXIWM

+14.6%-11.1%+25.4%+20.0%+20.0%+14.7%+14.5%-20.3%-20.5%+17.1%+16.8%+11.7%+11.4%+12.9%+12.7%+14.4%+14.2%2017201820192020202120222023202420252026 YTD

−30%−20%−10%0%+10%+20%+30%

Holdings overlap#

FSSNX and IWM overlap by about 82% of portfolio weight — 951 shared holdings out of 1950 in FSSNX and 1998 in IWM, from each fund's latest SEC filing (Jul 31, 2026 / Jun 30, 2026).

Only in FSSNX

MOOG INC (0.4%), CRINETICS PHARMACEUTICALS INC (0.3%), ARCOSA INC (0.2%), APOGEE THERAPEUTICS INC (0.2%), NEW JERSEY RESOURCES CORP (0.2%) and 994 more.

Only in IWM

Moog, Inc. (0.4%), Arcosa, Inc. (0.2%), Taylor Morrison Home Corp. (0.2%), Nuvalent, Inc. (0.2%), Apogee Therapeutics, Inc. (0.2%) and 1042 more.

Top 10 holdings, side by side#

FSSNXIWM

0.5%0.5%0.4%0.4%0.0%0.4%0.4%0.4%0.4%0.0%0.3%0.3%0.3%0.3%0.3%0.3%0.3%0.3%0.3%0.3%GKOSFROGMoog, Inc.BTSGMOOG INCUMBFTGTXJXNHQYONB

0%0.1%0.2%0.3%0.4%0.5%

Merged top 10 across the funds — each column is the holding's % of that fund.

Sector weights#

Sector	FSSNX	IWM
Healthcare	16.9%	16.7%
Consumer Discretionary	16.4%	16.2%
Financials	16.2%	15.7%
Technology	10.1%	10.0%
Industrials	9.5%	9.4%
Real Estate	4.7%	4.6%
Energy	3.8%	3.8%
Utilities	3.1%	3.1%
Communication Services	1.0%	1.0%
Consumer Staples	1.0%	1.0%
Materials	0.6%	0.6%
Not on ChartRow	16.6%	18.1%

Sector weights, charted#

FSSNXIWM

16.9%16.7%16.4%16.2%16.2%15.7%10.1%10.0%9.5%9.4%4.7%4.6%3.8%3.8%3.1%3.1%1.0%1.0%1.0%1.0%0.6%0.6%16.6%18.1%HealthcareConsumer Discretion…FinancialsTechnologyIndustrialsReal EstateEnergyUtilitiesCommunication Servi…Consumer StaplesMaterialsNot on ChartRow

0%5%10%15%20%

Estimated portfolio characteristics#

Data provided bySource: Twelve Data

	FSSNX	IWM
P/E (trailing)	—	—
P/B	2.1	2.1
Dividend yield	1.20%	1.20%
Earnings growth (TTM)	+138.9%	+225.0%

Weighted by each fund's filed holdings, over the members we track. Shown only when every fund's tracked coverage is high enough for the average to mean something.

Growth from any starting date#

Data provided bySource: Twelve Data

Hover to move the starting point — every fund rebases to 1× at that date, so the comparison holds from any entry point back to 2019 (the earliest date all 2 funds existed). Log scale, weekly total returns.

0.25×0.5×1×2×4×rebased: Jul 2019

FSSNX2.0×IWM1.9×

Rebase at

Hover anywhere to rebase every line to 1× at that date and compare growth from that point — or pick a year above, which is the same thing with an address. Log scale.

Fund flows#

Period	FSSNX	IWM
Jul 2026	+$202.1M	—
Jun 2026	−$286.3M	−$718M
May 2026	+$14.4M	+$781.3M
Apr 2026	—	−$3.5B
Mar 2026	—	+$1.8B
Feb 2026	—	−$512.1M

Net creations minus redemptions, derived from consecutive SEC N-PORT filings. The form only exists since mid-2019.

Fund flows, charted#

FSSNXIWM

+$3.1B+$2.7B+$4.9B−$2.3B+$6.8B+$139.6M−$4.6B−$69.8M−$6B20192020202120222023202420252026 YTD

−$6B−$4B−$2B$0$2B$4B$6B$8B

Methodology#

Returns are total returns (dividends reinvested) from daily adjusted closes. Holdings, overlap, sector weights and flows derive from each fund's public SEC filings (Form N-PORT), anchored on the latest filing and rolled forward daily by price moves. Overlap is the sum of the smaller weight across shared holdings. See each fund's full holdings: FSSNX holdings · IWM holdings. Past performance does not predict future returns; not investment advice.

FAQ#

FSSNX or IWM — which is better?: FSSNX is the cheaper fund (0.025% vs 0.19% expense ratio). Over the last five years FSSNX returned more (+31.94% vs +30.30%, total return). Their portfolios overlap by about 82% of weight. FSSNX and IWM on the same index — a mutual fund priced once a day against an ETF traded all day: the fee, the tracking and the minimum.
How much do FSSNX and IWM overlap?: FSSNX and IWM overlap by about 82% of portfolio weight, sharing 951 holdings (per each fund's latest SEC N-PORT filing, weights rolled forward to today).
Is ChartRow affiliated with any of these funds?: No. ChartRow is independent and not affiliated with, sponsored by, or endorsed by Fidelity, BlackRock. Comparisons are derived independently from public SEC filings and market data; not investment advice.