Compare · 3 funds side by side · dividends reinvested

FBCV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

FBCV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.28%+24.7%+31.8%+20.4%+11.2%−7.1%11.0%$199M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FBCV 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Value ETF · $199M$17,012

FBCV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 26.5% in common

FBCVMeasureSPYM

+24.7%Year to dateJan 1 → Nov 5+8.4%

+31.8%1 yearTotal return+9.8%

+20.4%3 years · per year$10,000 became $17,456 · $18,222+22.1%

+11.2%5 years · per year$10,000 became $17,012 · $17,164+11.4%

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

2.28%Trailing 12-mo yield$228 · $106 a year on $10k1.06%

−7.1%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.6%

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

5–3FBCV wins

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

More Ways to See the Pairs

FBCV vs SPYM: Top 5 Holdings

Today

FBCV

23.0%in top 5

SPYM

in top 527.7%

FBCVStockSPYM

4.2%AAPL7.7%

not top 5NVDA7.3%

6.6%AMZN3.9%

6.0%MSFT6.2%

3.7%XOMnot top 5

not top 5GOOGL2.6%

2.5%MRKnot top 5

Held in common26.5%

End-of-day Nov 5, 2026 · share of each fund

FBCV vs SPYM Returns, Every Period

FidelityFBCV

+11.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FBCVSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FBCV vs SPYM

YTD

FidelityFBCV

+24.7%

SPYMSPDR

+8.4%

+24.7%Year to date+8.4%

−7.1%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.6%

2.3%Yield1.1%

$199MAssets$182B

4–0FBCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FBCV0.57%$57

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FBCV, SPYM, SPY

2.28%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.28%$228

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$171most kept, FBCV

FBCV$228 − $57 = $171

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FBCV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FBCVSPYMSPY

FBCV—26.5%26.5%

SPYM26.5%—99.9%

SPY26.5%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.8%FBCV, at 11.0% volatility

FBCVWorst drop−7.1%11.0% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVSPYM

+24.7%Year to date+8.4%

2.3%Yield1.1%

+31.8%Past year+9.8%

0.57%Fee0.02%

3–1FBCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026