Compare · 2 funds side by side · dividends reinvested

FBCG and SPYM

FBCGFidelity×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

FBCG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

Fidelity Blue Chip Growth ETFUS Stock Styles · Growth0.57%0.04%+2.1%+1.9%+25.0%+9.8%−14.9%21.9%$7.3B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FBCG 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Growth ETF · $7.3B$15,983

FBCG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 50.0% in common

FBCGMeasureSPYM

+2.1%Year to dateJan 1 → Nov 6+8.8%

+1.9%1 yearTotal return+9.8%

+25.0%3 years · per year$10,000 became $19,516 · $18,082+21.8%

+9.8%5 years · per year$10,000 became $15,983 · $17,192+11.4%

0.57%Expense ratio$57 · $2 a year on $10k · lower is better0.02%

0.04%Trailing 12-mo yield$4 · $105 a year on $10k1.05%

−14.9%Worst dropSmaller is better−8.9%

21.9%VolatilityLower is calmer13.6%

FBCGSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBCG vs SPYM: Top 5 Holdings

Today

FBCG

43.1%in top 5

SPYM

in top 527.8%

FBCGStockSPYM

15.5%NVDA6.9%

9.5%AAPL7.9%

8.6%GOOGL2.6%

5.5%MSFT6.3%

not top 5AMZN4.0%

4.0%METAnot top 5

Held in common50.0%

End-of-day Nov 6, 2026 · share of each fund

FBCG vs SPYM Returns, Every Period

FidelityFBCG

+9.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FBCGSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FBCG vs SPYM

YTD

FidelityFBCG

+2.1%

SPYMSPDR

+8.8%

+2.1%Year to date+8.8%

−14.9%Worst drop · 1Y−8.9%

21.9%Volatility · 1Y13.6%

0.0%Yield1.1%

$7.3BAssets$182B

4–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FBCG0.57%$57

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FBCG, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

FBCG0.04%$4

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

FBCG$4 − $57 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FBCG, SPYM

Today

50.0%most shared, FBCG and SPYM

FBCGSPYM

FBCG—50.0%

SPYM50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

FBCGWorst drop−14.9%21.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMFBCG

+8.8%Year to date+2.1%

1.1%Yield0.0%

+9.8%Past year+1.9%

0.02%Fee0.57%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026