Compare · 2 funds side by side · dividends reinvested

FDFF and SPYM

FDFFFidelity×SPYMSPDR×

Versus in desk

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

02 / 04

FDFF 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.0

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.9%+8.5%+17.5%[…]−18.1%19.6%$43M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $43M[…]

FDFF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

FDFFMeasureSPYM

+5.9%Year to dateJan 1 → Nov 4+13.4%

+8.5%1 yearTotal return+13.5%

+17.5%3 years · per year$10,000 became $16,235 · $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%

0.94%Trailing 12-mo yield$94 · $101 a year on $10k1.01%

−18.1%Worst dropSmaller is better−8.9%

19.6%VolatilityLower is calmer12.8%

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

0–7SPYM wins

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

More Ways to See the Pairs

FDFF vs SPYM: Top 5 Holdings

Today

FDFF

26.7%in top 5

SPYM

in top 527.3%

FDFFStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

6.6%BLKnot top 5

not top 5MSFT5.9%

5.5%COFnot top 5

5.1%Vnot top 5

5.0%MAnot top 5

4.5%BKT.MCnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common3.0%

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

FDFF vs SPYM Returns, Every Period

FidelityFDFF

+8.5%

past year

SPYMSPDR

+13.5%

past year

FDFFSPYMFaded: behind in that period

0–3SPYM wins

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

Thematic vs Core: FDFF vs SPYM

YTD

FidelityFDFF

+5.9%

SPYMSPDR

+13.4%

+5.9%Year to date+13.4%

−18.1%Worst drop · 1Y−8.9%

19.6%Volatility · 1Y12.8%

0.9%Yield1.0%

$42.6MAssets$185B

4–0SPYM wins

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

Cost, Income and Risk

Fees: FDFF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FDFF0.50%$50

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

Yields: FDFF, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

FDFF0.94%$94

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FDFF$94 − $50 = $44

KeptFee

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

Overlap: FDFF, SPYM

Today

3.0%most shared, FDFF and SPYM

FDFFSPYM

FDFF—3.0%

SPYM3.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

FDFFWorst drop−18.1%19.6% vol

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

Paid More vs Made More

YTD

SPYMFDFF

+13.4%Year to date+5.9%

1.0%Yield0.9%

+13.5%Past year+8.5%

0.02%Fee0.50%

4–0SPYM wins

End-of-day Nov 4, 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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026