Compare · 2 funds side by side · dividends reinvested

FDRV and SPYM

FDRVFidelity×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

FDRV 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

Fidelity Electric Vehicles and Future Transportation ETFThematic · Clean energy & EV0.39%1.44%−6.2%−12.3%+2.6%−10.5%−31.6%27.8%$21M1.9

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: FDRV 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Electric Vehicles and Future Transportation ETF · $21M$5,747

FDRV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

FDRVMeasureSPYM

−6.2%Year to dateJan 1 → Nov 5+8.4%

−12.3%1 yearTotal return+9.8%

+2.6%3 years · per year$10,000 became $10,809 · $18,222+22.1%

−10.5%5 years · per year$10,000 became $5,747 · $17,164+11.4%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

1.44%Trailing 12-mo yield$144 · $106 a year on $10k1.06%

−31.6%Worst dropSmaller is better−8.9%

27.8%VolatilityLower is calmer13.6%

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

1–7SPYM wins

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

More Ways to See the Pairs

FDRV vs SPYM: Top 5 Holdings

Today

FDRV

24.4%in top 5

SPYM

in top 527.7%

FDRVStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.8%0EDE.Lnot top 5

5.4%TSLAnot top 5

4.6%UBERnot top 5

4.4%IFX.DEnot top 5

4.2%81211.HKnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common2.2%

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

FDRV vs SPYM Returns, Every Period

FidelityFDRV

−10.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FDRVSPYMFaded: behind in that period

0–4SPYM wins

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

Thematic vs Core: FDRV vs SPYM

YTD

FidelityFDRV

−6.2%

SPYMSPDR

+8.4%

−6.2%Year to date+8.4%

−31.6%Worst drop · 1Y−8.9%

27.8%Volatility · 1Y13.6%

1.4%Yield1.1%

$21.3MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: FDRV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FDRV0.39%$39

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

Yields: FDRV, SPYM

1.44%highest, FDRV

FundTrailing yieldYield$10k

FDRV1.44%$144

SPYM1.06%$106

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

Income After Fees on $10,000

$105most kept, FDRV

FDRV$144 − $39 = $105

SPYM$106 − $2 = $104

KeptFee

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

Overlap: FDRV, SPYM

Today

2.2%most shared, FDRV and SPYM

FDRVSPYM

FDRV—2.2%

SPYM2.2%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

FDRVWorst drop−31.6%27.8% vol

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

Paid More vs Made More

YTD

FDRVSPYM

−6.2%Year to date+8.4%

1.4%Yield1.1%

−12.3%Past year+9.8%

0.39%Fee0.02%

3–1SPYM 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