Compare · 2 funds side by side · dividends reinvested

FDIV and SPYM

FDIVMarketDesk×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

FDIV 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%$182B1.3

MarketDesk Focused U.S. Dividend ETFIncome · Dividend stocks0.35%2.34%+7.8%+12.7%+10.4%[…]−9.6%12.6%$60M1.7

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: FDIV 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

MarketDesk Focused U.S. Dividend ETF · $60M[…]

FDIV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

FDIVMeasureSPYM

+7.8%Year to dateJan 1 → Nov 4+13.4%

+12.7%1 yearTotal return+13.5%

+10.4%3 years · per year$10,000 became $13,462 · $19,186+24.3%

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

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

2.34%Trailing 12-mo yield$234 · $101 a year on $10k1.01%

−9.6%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.8%

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

2–5SPYM wins

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

More Ways to See the Pairs

FDIV vs SPYM: Top 5 Holdings

Today

FDIV

10.4%in top 5

SPYM

in top 527.3%

FDIVStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.1%PRMBnot top 5

2.1%WHnot top 5

2.1%TSCOnot top 5

2.1%TKOnot top 5

2.1%TXNnot top 5

Held in common7.4%

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

FDIV vs SPYM Returns, Every Period

MarketDeskFDIV

+12.7%

past year

SPYMSPDR

+13.5%

past year

FDIVSPYMFaded: behind in that period

0–3SPYM wins

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

Income vs Core: FDIV vs SPYM

YTD

MarketDeskFDIV

+7.8%

SPYMSPDR

+13.4%

+7.8%Year to date+13.4%

−9.6%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.8%

2.3%Yield1.0%

$59.7MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: FDIV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FDIV0.35%$35

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

Yields: FDIV, SPYM

2.34%highest, FDIV

FundTrailing yieldYield$10k

FDIV2.34%$234

SPYM1.01%$101

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

Income After Fees on $10,000

$199most kept, FDIV

FDIV$234 − $35 = $199

SPYM$101 − $2 = $99

KeptFee

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

Overlap: FDIV, SPYM

Today

7.4%most shared, FDIV and SPYM

FDIVSPYM

FDIV—7.4%

SPYM7.4%—

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

FDIVWorst drop−9.6%12.6% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

FDIVSPYM

+7.8%Year to date+13.4%

2.3%Yield1.0%

+12.7%Past year+13.5%

0.35%Fee0.02%

3–1SPYM 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%

$182BAssets$805B

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%

$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