Compare · 2 funds side by side · dividends reinvested

FDTX and SPY

FDTXFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FDTX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$798B1.4

Fidelity Disruptive Technology ETFThematic · Disruptive tech0.50%0.00%+21.3%+14.0%+29.5%[…]−19.6%33.3%$311M1.6

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: FDTX 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Technology ETF · $311M[…]

FDTX

SPY

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

$10,000 five years ago, dividends reinvested · they hold 24.9% in common

FDTXMeasureSPY

+21.3%Year to dateJan 1 → Nov 4+13.3%

+14.0%1 yearTotal return+13.4%

+29.5%3 years · per year$10,000 became $21,708 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $99 a year on $10k0.99%

−19.6%Worst dropSmaller is better−8.9%

33.3%VolatilityLower is calmer12.9%

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

3–4SPY wins

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

More Ways to See the Pairs

FDTX vs SPY: Top 5 Holdings

Today

FDTX

25.9%in top 5

SPY

in top 527.3%

FDTXStockSPY

4.8%NVDA7.7%

not top 5AAPL7.4%

6.1%TSMnot top 5

4.6%MSFT5.9%

5.6%PLTRnot top 5

4.8%PANWnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common24.9%

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

FDTX vs SPY Returns, Every Period

FidelityFDTX

+14.0%

past year

SPYSPDR

+13.4%

past year

FDTXSPYFaded: behind in that period

3–0FDTX wins

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

Thematic vs Core: FDTX vs SPY

YTD

FidelityFDTX

+21.3%

SPYSPDR

+13.3%

+21.3%Year to date+13.3%

−19.6%Worst drop · 1Y−8.9%

33.3%Volatility · 1Y12.9%

0.0%Yield1.0%

$311MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: FDTX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDTX0.50%$50

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

Yields: FDTX, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

FDTX0.00%$0

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FDTX$0 − $50 = −$50

KeptFee

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

Overlap: FDTX, SPY

Today

24.9%most shared, FDTX and SPY

FDTXSPY

FDTX—24.9%

SPY24.9%—

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

Return vs Bumpiness: 2 ETFs

+14.0%FDTX, at 33.3% volatility

SPYWorst drop−8.9%12.9% vol

FDTXWorst drop−19.6%33.3% vol

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

Paid More vs Made More

YTD

SPYFDTX

+13.3%Year to date+21.3%

1.0%Yield0.0%

+13.4%Past year+14.0%

0.09%Fee0.50%

2–2level

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