Compare · 3 funds side by side · dividends reinvested

FDIS, IVV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FDIS, IVV 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDIS 2013 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,079

FDIS

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

FDISMeasureIVV

+0.1%Year to dateJan 1 → Nov 6+8.7%

−0.6%1 yearTotal return+9.8%

+15.8%3 years · per year$10,000 became $15,537 · $18,084+21.8%

+3.9%5 years · per year$10,000 became $12,079 · $17,177+11.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

0.76%Trailing 12-mo yield$76 · $114 a year on $10k1.14%

−15.5%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.6%

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

0–8IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIS vs IVV: Top 5 Holdings

Today

FDIS

47.2%in top 5

IVV

in top 527.8%

FDISStockIVV

22.4%AMZN4.0%

14.4%TSLAnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%HDnot top 5

3.0%MCDnot top 5

not top 5GOOGL2.6%

2.3%TJXnot top 5

Held in common9.3%

End-of-day Nov 6, 2026 · share of each fund

FDIS vs IVV Returns, Every Period

FidelityFDIS

+3.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

FDISIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: FDIS vs IVV

YTD

FidelityFDIS

+0.1%

IVViShares

+8.7%

+0.1%Year to date+8.7%

−15.5%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.6%

0.8%Yield1.1%

$1.6BAssets$850B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIS, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FDIS0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDIS, IVV, SPYM

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.05%$105

FDIS0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDIS, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

FDISIVVSPYM

FDIS—9.3%9.3%

IVV9.3%—99.9%

SPYM9.3%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026