Compare · 2 funds side by side · dividends reinvested

FDRR and SPYM

FDRRFidelity×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,494FDRR · best of the two

02 / 04

FDRR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.09%+11.2%+15.3%+22.7%+11.8%−8.5%12.1%$762M1.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FDRR 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dividend ETF for Rising Rates · $762M$17,494

FDRR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 48.9% in common

FDRRMeasureSPYM

+11.2%Year to dateJan 1 → Nov 5+8.4%

+15.3%1 yearTotal return+9.8%

+22.7%3 years · per year$10,000 became $18,477 · $18,222+22.1%

+11.8%5 years · per year$10,000 became $17,494 · $17,164+11.4%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

2.09%Trailing 12-mo yield$209 · $106 a year on $10k1.06%

−8.5%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.6%

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

7–1FDRR wins

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

More Ways to See the Pairs

FDRR vs SPYM: Top 5 Holdings

Today

FDRR

31.2%in top 5

SPYM

in top 527.7%

FDRRStockSPYM

8.5%AAPL7.7%

8.0%NVDA7.3%

7.1%MSFT6.2%

4.4%GOOGL2.6%

not top 5AMZN3.9%

3.2%AVGOnot top 5

Held in common48.9%

End-of-day Nov 5, 2026 · share of each fund

FDRR vs SPYM Returns, Every Period

FidelityFDRR

+11.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FDRRSPYMFaded: behind in that period

4–0FDRR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: FDRR vs SPYM

YTD

FidelityFDRR

+11.2%

SPYMSPDR

+8.4%

+11.2%Year to date+8.4%

−8.5%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.6%

2.1%Yield1.1%

$762MAssets$182B

4–0FDRR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDRR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FDRR0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDRR, SPYM

2.09%highest, FDRR

FundTrailing yieldYield$10k

FDRR2.09%$209

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$194most kept, FDRR

FDRR$209 − $15 = $194

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDRR, SPYM

Today

48.9%most shared, FDRR and SPYM

FDRRSPYM

FDRR—48.9%

SPYM48.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%FDRR, at 12.1% volatility

FDRRWorst drop−8.5%12.1% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDRRSPYM

+11.2%Year to date+8.4%

2.1%Yield1.1%

+15.3%Past year+9.8%

0.15%Fee0.02%

3–1FDRR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026