Compare · 3 funds side by side · dividends reinvested

FENY, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,680FENY · best of the three

02 / 04

FENY, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.32%+39.4%+42.5%+15.2%+19.8%−14.9%23.3%$2.4B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: FENY 2013 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Energy Index ETF · $2.4B$24,680

FENY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FENYMeasureSPYM

+39.4%Year to dateJan 1 → Nov 9+11.3%

+42.5%1 yearTotal return+13.6%

+15.2%3 years · per year$10,000 became $15,289 · $18,161+22.0%

+19.8%5 years · per year$10,000 became $24,680 · $17,553+11.9%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

2.32%Trailing 12-mo yield$232 · $103 a year on $10k1.03%

−14.9%Worst dropSmaller is better−8.9%

23.3%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FENY vs SPYM: Top 5 Holdings

Today

FENY

53.4%in top 5

SPYM

in top 527.8%

FENYStockSPYM

23.5%XOMnot top 5

15.2%CVXnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

6.5%COPnot top 5

not top 5MSFT6.2%

4.3%MPCnot top 5

4.0%VLOnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common3.4%

End-of-day Nov 9, 2026 · share of each fund

FENY vs SPYM Returns, Every Period

FidelityFENY

+19.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

FENYSPYMFaded: behind in that period

3–1FENY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: FENY vs SPYM

YTD

FidelityFENY

+39.4%

SPYMSPDR

+11.3%

+39.4%Year to date+11.3%

−14.9%Worst drop · 1Y−8.9%

23.3%Volatility · 1Y13.7%

2.3%Yield1.0%

$2.4BAssets$179B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FENY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FENY0.08%$8

SPY0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FENY, SPYM, SPY

2.32%highest, FENY

FundTrailing yieldYield$10k

FENY2.32%$232

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$224most kept, FENY

FENY$232 − $8 = $224

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FENY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FENYSPYMSPY

FENY—3.4%3.4%

SPYM3.4%—99.9%

SPY3.4%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.5%FENY, at 23.3% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

FENYWorst drop−14.9%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FENYSPYM

+39.4%Year to date+11.3%

2.3%Yield1.0%

+42.5%Past year+13.6%

0.08%Fee0.02%

3–1FENY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026