Compare · 2 funds side by side · dividends reinvested

FDRR and SPY

FDRRFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,327FDRR · best of the two

02 / 04

FDRR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.01%+15.6%+18.6%+24.5%+12.9%−8.5%11.5%$749M1.1

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%$798B1.9

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: FDRR 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dividend ETF for Rising Rates · $749M$18,327

FDRR

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 48.8% in common

FDRRMeasureSPY

+15.6%Year to dateJan 1 → Nov 4+13.3%

+18.6%1 yearTotal return+13.4%

+24.5%3 years · per year$10,000 became $19,291 · $19,132+24.1%

+12.9%5 years · per year$10,000 became $18,327 · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

2.01%Trailing 12-mo yield$201 · $99 a year on $10k0.99%

−8.5%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer12.9%

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

7–1FDRR wins

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

More Ways to See the Pairs

FDRR vs SPY: Top 5 Holdings

Today

FDRR

31.1%in top 5

SPY

in top 527.3%

FDRRStockSPY

8.4%NVDA7.7%

8.3%AAPL7.4%

6.8%MSFT5.9%

4.3%GOOGL2.5%

not top 5AMZN3.8%

3.3%DELLnot top 5

Held in common48.8%

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

FDRR vs SPY Returns, Every Period

FidelityFDRR

+12.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

FDRRSPYFaded: behind in that period

4–0FDRR wins

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

Income vs Core: FDRR vs SPY

YTD

FidelityFDRR

+15.6%

SPYSPDR

+13.3%

+15.6%Year to date+13.3%

−8.5%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y12.9%

2.0%Yield1.0%

$749MAssets$798B

4–0FDRR wins

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

Cost, Income and Risk

Fees: FDRR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDRR0.15%$15

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

Yields: FDRR, SPY

2.01%highest, FDRR

FundTrailing yieldYield$10k

FDRR2.01%$201

SPY0.99%$99

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

Income After Fees on $10,000

$186most kept, FDRR

FDRR$201 − $15 = $186

SPY$99 − $9 = $90

KeptFee

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

Overlap: FDRR, SPY

Today

48.8%most shared, FDRR and SPY

FDRRSPY

FDRR—48.8%

SPY48.8%—

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

Return vs Bumpiness: 2 ETFs

+18.6%FDRR, at 11.5% volatility

FDRRWorst drop−8.5%11.5% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

FDRRSPY

+15.6%Year to date+13.3%

2.0%Yield1.0%

+18.6%Past year+13.4%

0.15%Fee0.09%

3–1FDRR 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