Compare · 2 funds side by side · dividends reinvested

FBOT and SPY

FBOTFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

FBOT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.0

Fidelity Disruptive Automation ETFThematic · Disruptive tech0.50%0.43%+9.1%+10.7%+19.4%[…]−15.2%24.0%$205M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: FBOT 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Automation ETF · $205M[…]

FBOT

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

FBOTMeasureSPY

+9.1%Year to dateJan 1 → Nov 9+11.2%

+10.7%1 yearTotal return+13.5%

+19.4%3 years · per year$10,000 became $17,036 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.43%Trailing 12-mo yield$43 · $101 a year on $10k1.01%

−15.2%Worst dropSmaller is better−8.9%

24.0%VolatilityLower is calmer13.7%

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

0–7SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBOT vs SPY: Top 5 Holdings

Today

FBOT

23.6%in top 5

SPY

in top 527.8%

FBOTStockSPY

not top 5AAPL7.9%

4.6%NVDA7.1%

not top 5MSFT6.2%

6.0%DEnot top 5

5.8%2330.TWnot top 5

not top 5AMZN4.0%

3.7%PLTRnot top 5

3.5%PTCnot top 5

not top 5GOOGL2.6%

Held in common13.0%

End-of-day Nov 9, 2026 · share of each fund

FBOT vs SPY Returns, Every Period

FidelityFBOT

+10.7%

past year

SPYSPDR

+13.5%

past year

FBOTSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: FBOT vs SPY

YTD

FidelityFBOT

+9.1%

SPYSPDR

+11.2%

+9.1%Year to date+11.2%

−15.2%Worst drop · 1Y−8.9%

24.0%Volatility · 1Y13.7%

0.4%Yield1.0%

$205MAssets$778B

4–0SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBOT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FBOT0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FBOT, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

FBOT0.43%$43

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

FBOT$43 − $50 = −$7

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FBOT, SPY

Today

13.0%most shared, FBOT and SPY

FBOTSPY

FBOT—13.0%

SPY13.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

FBOTWorst drop−15.2%24.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFBOT

+11.2%Year to date+9.1%

1.0%Yield0.4%

+13.5%Past year+10.7%

0.09%Fee0.50%

4–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026