Compare · 3 funds side by side · dividends reinvested

FDRR, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,674FDRR · best of the three

Story of the three · IncomeMost incomeFDRR · 2.05% · $205 a year on $10k

Story of the three · RiskSmallest drop

FDRR, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.05%+13.6%+16.4%+22.2%+12.1%−8.5%12.2%$762M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: FDRR 2016 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Dividend ETF for Rising Rates · $762M$17,674

FDRR

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested · they hold 48.4% in common

FDRRMeasure

More Ways to See the Pairs

FDRR vs SPY: Top 5 Holdings

Today

FDRR

30.4%in top 5

SPY

in top 526.9%

FDRRStockSPY

8.7%AAPL7.8%

7.0%MSFT6.1%

6.9%NVDA6.3%

4.5%GOOGL2.6%

not top 5AMZN

Cost, Income and Risk

Fees: FDRR, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FDRR0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FDRR, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPY

+13.6%Year to dateJan 1 → Nov 11+12.3%

+16.4%1 yearTotal return+12.7%

+22.2%3 years · per year$10,000 became $18,247 · $18,083+21.8%

+12.1%5 years · per year$10,000 became $17,674 · $17,481+11.8%

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

2.05%Trailing 12-mo yield$205 · $100 a year on $10k1.00%

−8.5%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.7%

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

7–1FDRR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

3.3%AVGOnot top 5

Held in common48.4%

End-of-day Nov 11, 2026 · share of each fund

FDRR vs SPY Returns, Every Period

5Y

FidelityFDRR

+12.1%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

FDRRSPYFaded: behind in that period

4–0FDRR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: FDRR vs IVV

YTD

FidelityFDRR

+13.6%

IVViShares

+12.3%

+13.6%Year to date+12.3%

−8.5%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.7%

2.0%Yield1.1%

$762MAssets$872B

4–0FDRR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.05%highest, FDRR

FundTrailing yieldYield$10k

FDRR2.05%$205

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$190most kept, FDRR

FDRR$205 − $15 = $190

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDRR, SPY, IVV

Today

99.9%most shared, SPY and IVV

FDRRSPYIVV

FDRR—48.4%48.4%

SPY48.4%—99.9%

IVV48.4%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.4%FDRR, at 12.2% volatility

FDRRWorst drop−8.5%12.2% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FDRRIVV

+13.6%Year to date+12.3%

2.0%Yield1.1%

+16.4%Past year+12.7%

0.15%Fee0.03%

3–1FDRR wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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FDRR, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three