Compare · 3 funds side by side · dividends reinvested

FESM, SPYM and SPY

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

02 / 04

FESM, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

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%$805B2.1

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.89%+17.6%+22.1%[…][…]−10.2%18.5%$6.4B2.3

Rank among the three1st → 3rdFee, 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: FESM 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Small Cap ETF · $6.4B[…]

FESM

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FESMMeasureSPYM

+17.6%Year to dateJan 1 → Nov 5+8.4%

+22.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.28%Expense ratio$28 · $2 a year on $10k · lower is better0.02%

0.89%Trailing 12-mo yield$89 · $106 a year on $10k1.06%

−10.2%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer13.6%

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

2–4SPYM wins

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

More Ways to See the Pairs

FESM vs SPYM: Top 5 Holdings

Today

FESM

4.1%in top 5

SPYM

in top 527.7%

FESMStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.0%GKOSnot top 5

0.8%OSCRnot top 5

0.8%IBPnot top 5

0.8%CMCnot top 5

0.7%HQYnot top 5

Held in common0.0%

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

FESM vs SPYM Returns, Every Period

FidelityFESM

+22.1%

past year

SPYMSPDR

+9.8%

past year

FESMSPYMFaded: behind in that period

2–0FESM wins

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

Stocks vs Core: FESM vs SPYM

YTD

FidelityFESM

+17.6%

SPYMSPDR

+8.4%

+17.6%Year to date+8.4%

−10.2%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.6%

0.9%Yield1.1%

$6.4BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: FESM, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FESM0.28%$28

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

Yields: FESM, SPYM, SPY

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

FESM0.89%$89

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

FESM$89 − $28 = $61

KeptFee

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

Overlap: FESM, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FESMSPYMSPY

FESM—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+22.1%FESM, at 18.5% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

FESMWorst drop−10.2%18.5% vol

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

Paid More vs Made More

YTD

SPYMFESM

+8.4%Year to date+17.6%

1.1%Yield0.9%

+9.8%Past year+22.1%

0.02%Fee0.28%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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