Compare · 2 funds side by side · dividends reinvested

FDVV and SPY

FDVVFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,381FDVV · best of the two

02 / 04

FDVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.69%+15.1%+17.7%+23.2%+14.1%−9.3%11.0%$10.2B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.8

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: FDVV 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity High Dividend ETF · $10.2B$19,381

FDVV

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 39.4% in common

FDVVMeasureSPY

+15.1%Year to dateJan 1 → Nov 5+8.3%

+17.7%1 yearTotal return+9.7%

+23.2%3 years · per year$10,000 became $18,683 · $18,174+22.0%

+14.1%5 years · per year$10,000 became $19,380 · $17,099+11.3%

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

2.69%Trailing 12-mo yield$269 · $103 a year on $10k1.03%

−9.3%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.6%

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

6–2FDVV wins

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

More Ways to See the Pairs

FDVV vs SPY: Top 5 Holdings

Today

FDVV

24.6%in top 5

SPY

in top 527.7%

FDVVStockSPY

7.0%AAPL7.7%

6.5%NVDA7.3%

5.8%MSFT6.2%

not top 5AMZN3.9%

2.7%JPMnot top 5

2.6%AVGOnot top 5

not top 5GOOGL2.6%

Held in common39.4%

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

FDVV vs SPY Returns, Every Period

FidelityFDVV

+14.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FDVVSPYFaded: behind in that period

4–0FDVV wins

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

Income vs Core: FDVV vs SPY

YTD

FidelityFDVV

+15.1%

SPYSPDR

+8.3%

+15.1%Year to date+8.3%

−9.3%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.6%

2.7%Yield1.0%

$10.2BAssets$805B

3–1FDVV wins

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

Cost, Income and Risk

Fees: FDVV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDVV0.15%$15

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

Yields: FDVV, SPY

2.69%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.69%$269

SPY1.03%$103

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

Income After Fees on $10,000

$254most kept, FDVV

FDVV$269 − $15 = $254

SPY$103 − $9 = $94

KeptFee

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

Overlap: FDVV, SPY

Today

39.4%most shared, FDVV and SPY

FDVVSPY

FDVV—39.4%

SPY39.4%—

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

Return vs Bumpiness: 2 ETFs

+17.7%FDVV, at 11.0% volatility

FDVVWorst drop−9.3%11.0% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FDVVSPY

+15.1%Year to date+8.3%

2.7%Yield1.0%

+17.7%Past year+9.7%

0.15%Fee0.09%

3–1FDVV 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026