Compare · 3 funds side by side · dividends reinvested

FDRR, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,761FDRR · best of the three

02 / 04

FDRR, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.06%+13.1%+15.7%+24.1%+12.2%−8.5%11.3%$749M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FDRR 2016 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dividend ETF for Rising Rates · $749M$17,761

FDRR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

FDRRMeasureSPYM

+13.1%Year to dateJan 1 → Nov 3+11.5%

+15.7%1 yearTotal return+11.9%

+24.1%3 years · per year$10,000 became $19,127 · $19,092+24.1%

+12.2%5 years · per year$10,000 became $17,761 · $17,749+12.2%

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

2.06%Trailing 12-mo yield$206 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer12.7%

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

5–1FDRR wins

End-of-day Nov 3, 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

30.7%in top 5

SPYM

in top 527.4%

FDRRStockSPYM

8.4%AAPL7.7%

8.2%NVDA7.8%

6.6%MSFT5.9%

4.3%GOOGL2.5%

not top 5AMZN3.6%

3.2%AVGOnot top 5

Held in common48.8%

End-of-day Nov 3, 2026 · share of each fund

FDRR vs SPYM Returns, Every Period

FidelityFDRR

+12.2%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

FDRRSPYMFaded: behind in that period

2–0FDRR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: FDRR vs SPYM

YTD

FidelityFDRR

+13.1%

SPYMSPDR

+11.5%

+13.1%Year to date+11.5%

−8.5%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y12.7%

2.1%Yield1.0%

$749MAssets$185B

4–0FDRR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDRR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FDRR0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FDRR, SPYM, SPY

2.06%highest, FDRR

FundTrailing yieldYield$10k

FDRR2.06%$206

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$191most kept, FDRR

FDRR$206 − $15 = $191

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FDRR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FDRRSPYMSPY

FDRR—48.8%48.8%

SPYM48.8%—99.9%

SPY48.8%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.7%FDRR, at 11.3% volatility

FDRRWorst drop−8.5%11.3% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FDRRSPYM

+13.1%Year to date+11.5%

2.1%Yield1.0%

+15.7%Past year+11.9%

0.15%Fee0.02%

3–1FDRR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026