Compare · 3 funds side by side · dividends reinvested

FDIS, VTI 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, VTI 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

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

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 · VTI 2001 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

FDIS

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

FDISMeasureVTI

+0.1%Year to dateJan 1 → Nov 6+8.9%

−0.6%1 yearTotal return+9.9%

+15.8%3 years · per year$10,000 became $15,537 · $18,004+21.7%

+3.9%5 years · per year$10,000 became $12,079 · $16,375+10.4%

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

0.76%Trailing 12-mo yield$76 · $109 a year on $10k1.09%

−15.5%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.7%

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

0–8VTI 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 VTI: Top 5 Holdings

Today

FDIS

47.2%in top 5

VTI

in top 525.0%

FDISStockVTI

22.4%AMZN3.3%

14.4%TSLAnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

5.2%HDnot top 5

3.0%MCDnot top 5

not top 5GOOGL2.8%

2.3%TJXnot top 5

Held in common8.3%

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

FDIS vs VTI Returns, Every Period

FidelityFDIS

+3.9%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

FDISVTIFaded: behind in that period

0–4VTI wins

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

Sector vs Core: FDIS vs VTI

YTD

FidelityFDIS

+0.1%

VTIVanguard

+8.9%

+0.1%Year to date+8.9%

−15.5%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.7%

0.8%Yield1.1%

$1.6BAssets$689B

4–0VTI wins

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

Cost, Income and Risk

Fees: FDIS, VTI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

FDIS0.08%$8

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

Yields: FDIS, VTI, SPYM

1.09%highest, VTI

FundTrailing yieldYield$10k

VTI1.09%$109

SPYM1.05%$105

FDIS0.76%$76

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

FDIS$76 − $8 = $68

KeptFee

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

Overlap: FDIS, VTI, SPYM

Today

85.5%most shared, VTI and SPYM

FDISVTISPYM

FDIS—8.3%9.3%

VTI8.3%—85.5%

SPYM9.3%85.5%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

SPYMWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% 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

VTISPYM

+8.9%Year to date+8.8%

1.1%Yield1.1%

+9.9%Past year+9.8%

0.03%Fee0.02%

2–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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