Compare · 2 funds side by side · dividends reinvested

FDCF and SPY

FDCFFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

FDCF 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Fidelity Disruptive Communications ETFThematic · Disruptive tech0.50%0.00%+1.9%−0.9%+26.9%[…]−16.6%20.3%$103M1.9

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Communications ETF · $103M[…]

FDCF

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

FDCFMeasureSPY

+1.9%Year to dateJan 1 → Nov 5+13.3%

−0.9%1 yearTotal return+13.4%

+26.9%3 years · per year$10,000 became $20,434 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

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

0.00%Trailing 12-mo yield$0 · $99 a year on $10k0.99%

−16.6%Worst dropSmaller is better−8.9%

20.3%VolatilityLower is calmer12.9%

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

1–6SPY wins

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

More Ways to See the Pairs

FDCF vs SPY: Top 5 Holdings

Today

FDCF

33.2%in top 5

SPY

in top 527.7%

FDCFStockSPY

7.9%METAnot top 5

5.7%AAPL7.7%

not top 5NVDA7.3%

7.1%TSMnot top 5

7.0%GOOGL2.6%

not top 5MSFT6.2%

5.5%AMZN3.9%

Held in common22.8%

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

FDCF vs SPY Returns, Every Period

FidelityFDCF

−0.9%

past year

SPYSPDR

+13.4%

past year

FDCFSPYFaded: behind in that period

1–2SPY wins

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

Thematic vs Core: FDCF vs SPY

YTD

FidelityFDCF

+1.9%

SPYSPDR

+13.3%

+1.9%Year to date+13.3%

−16.6%Worst drop · 1Y−8.9%

20.3%Volatility · 1Y12.9%

0.0%Yield1.0%

$103MAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: FDCF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDCF0.50%$50

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

Yields: FDCF, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

FDCF0.00%$0

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FDCF$0 − $50 = −$50

KeptFee

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

Overlap: FDCF, SPY

Today

22.8%most shared, FDCF and SPY

FDCFSPY

FDCF—22.8%

SPY22.8%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

FDCFWorst drop−16.6%20.3% vol

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

Paid More vs Made More

YTD

SPYFDCF

+13.3%Year to date+1.9%

1.0%Yield0.0%

+13.4%Past year−0.9%

0.09%Fee0.50%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026