Compare · 3 funds side by side · dividends reinvested

FFLV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FFLV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Fundamental Large CapUS Stock Styles · Large cap0.38%1.31%+18.5%+24.4%[…][…]−7.2%11.3%$19M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: FFLV 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Large Cap · $19M[…]

FFLV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

FFLVMeasureSPYM

+18.5%Year to dateJan 1 → Nov 6+8.8%

+24.4%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%

1.31%Trailing 12-mo yield$131 · $105 a year on $10k1.05%

−7.2%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.6%

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

5–1FFLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FFLV vs SPYM: Top 5 Holdings

Today

FFLV

23.6%in top 5

SPYM

in top 527.8%

FFLVStockSPYM

5.2%AAPL7.9%

not top 5NVDA6.9%

6.5%AMZN4.0%

5.5%MSFT6.3%

4.0%XOMnot top 5

not top 5GOOGL2.6%

2.4%WFCnot top 5

Held in common30.5%

End-of-day Nov 6, 2026 · share of each fund

FFLV vs SPYM Returns, Every Period

FidelityFFLV

+24.4%

past year

SPYMSPDR

+9.8%

past year

FFLVSPYMFaded: behind in that period

2–0FFLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FFLV vs SPYM

YTD

FidelityFFLV

+18.5%

SPYMSPDR

+8.8%

+18.5%Year to date+8.8%

−7.2%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.6%

1.3%Yield1.1%

$18.8MAssets$182B

4–0FFLV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FFLV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FFLV0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FFLV, SPYM, SPY

1.31%highest, FFLV

FundTrailing yieldYield$10k

FFLV1.31%$131

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

FFLV$131 − $38 = $93

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FFLV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FFLVSPYMSPY

FFLV—30.5%30.5%

SPYM30.5%—99.9%

SPY30.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.4%FFLV, at 11.3% volatility

FFLVWorst drop−7.2%11.3% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FFLVSPYM

+18.5%Year to date+8.8%

1.3%Yield1.1%

+24.4%Past year+9.8%

0.38%Fee0.02%

3–1FFLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026