Compare · 2 funds side by side · dividends reinvested

FFSM and MDY

FFSMFidelity×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,162FFSM · best of the two

02 / 04

FFSM and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Fundamental Small-Mid Cap ETFUS Stock Styles · Mid cap0.43%0.47%+15.0%+20.0%+22.0%+8.7%−13.0%18.7%$1.4B1.5

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B1.5

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: FFSM 2021 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Small-Mid Cap ETF · $1.4B$15,162

FFSM

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

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

FFSMMeasureMDY

+15.0%Year to dateJan 1 → Nov 4+13.6%

+20.0%1 yearTotal return+16.0%

+22.0%3 years · per year$10,000 became $18,142 · $16,442+18.0%

+8.7%5 years · per year$10,000 became $15,162 · $14,436+7.6%

0.43%Expense ratio$43 · $23 a year on $10k · lower is better0.23%

0.47%Trailing 12-mo yield$47 · $103 a year on $10k1.03%

−13.0%Worst dropSmaller is better−8.8%

18.7%VolatilityLower is calmer14.9%

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

4–4Level

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

More Ways to See the Pairs

FFSM vs MDY: Top 5 Holdings

Today

FFSM

8.1%in top 5

MDY

in top 53.8%

FFSMStockMDY

1.7%ATI0.7%

1.7%SNXnot top 5

1.6%SANMnot top 5

1.6%IESCnot top 5

1.5%FCFSnot top 5

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

Held in common24.9%

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

FFSM vs MDY Returns, Every Period

FidelityFFSM

+8.7%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

FFSMMDYFaded: behind in that period

4–0FFSM wins

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

FFSM vs MDY

YTD

FidelityFFSM

+15.0%

MDYSPDR

+13.6%

+15.0%Year to date+13.6%

−13.0%Worst drop · 1Y−8.8%

18.7%Volatility · 1Y14.9%

0.5%Yield1.0%

$1.4BAssets$26.1B

3–1MDY wins

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

Cost, Income and Risk

Fees: FFSM, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

FFSM0.43%$43

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

Yields: FFSM, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

FFSM0.47%$47

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

FFSM$47 − $43 = $4

KeptFee

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

Overlap: FFSM, MDY

Today

24.9%most shared, FFSM and MDY

FFSMMDY

FFSM—24.9%

MDY24.9%—

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

Return vs Bumpiness: 2 ETFs

+20.0%FFSM, at 18.7% volatility

MDYWorst drop−8.8%14.9% vol

FFSMWorst drop−13.0%18.7% vol

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

Paid More vs Made More

YTD

MDYFFSM

+13.6%Year to date+15.0%

1.0%Yield0.5%

+16.0%Past year+20.0%

0.23%Fee0.43%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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