Compare · 3 funds side by side · dividends reinvested

FDCF, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

FDCF, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3

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%$805B2.0

Fidelity Disruptive Communications ETFThematic · Disruptive tech0.50%0.00%+1.9%−0.9%+26.9%[…]−16.6%20.3%$103M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDCF 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Communications ETF · $103M[…]

FDCF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 22.7% in common

FDCFMeasureSPYM

+1.9%Year to dateJan 1 → Nov 4+13.4%

−0.9%1 yearTotal return+13.5%

+26.9%3 years · per year$10,000 became $20,434 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−16.6%Worst dropSmaller is better−8.9%

20.3%VolatilityLower is calmer12.8%

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

1–6SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDCF vs SPYM: Top 5 Holdings

Today

FDCF

33.9%in top 5

SPYM

in top 527.3%

FDCFStockSPYM

7.9%METAnot top 5

5.8%NVDA7.7%

7.4%TSMnot top 5

not top 5AAPL7.4%

6.9%GOOGL2.5%

not top 5MSFT5.9%

5.7%SPCXnot top 5

not top 5AMZN3.8%

Held in common22.7%

End-of-day Nov 4, 2026 · share of each fund

FDCF vs SPYM Returns, Every Period

FidelityFDCF

−0.9%

past year

SPYMSPDR

+13.5%

past year

FDCFSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: FDCF vs SPYM

YTD

FidelityFDCF

+1.9%

SPYMSPDR

+13.4%

+1.9%Year to date+13.4%

−16.6%Worst drop · 1Y−8.9%

20.3%Volatility · 1Y12.8%

0.0%Yield1.0%

$103MAssets$182B

4–0SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDCF, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FDCF0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDCF, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

FDCF0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

FDCF$0 − $50 = −$50

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDCF, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FDCFSPYMSPY

FDCF—22.7%22.7%

SPYM22.7%—99.8%

SPY22.7%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

FDCFWorst drop−16.6%20.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 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 4, 2026