Compare · 2 funds side by side · dividends reinvested

FFSM and SPY

FFSMFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

FFSM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.3

Fidelity Fundamental Small-Mid Cap ETFUS Stock Styles · Mid cap0.43%0.49%+9.9%+15.3%+19.8%+7.3%−13.0%19.2%$1.4B1.8

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: FFSM 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Small-Mid Cap ETF · $1.4B$14,248

FFSM

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

FFSMMeasureSPY

+9.9%Year to dateJan 1 → Nov 5+8.3%

+15.3%1 yearTotal return+9.7%

+19.8%3 years · per year$10,000 became $17,201 · $18,174+22.0%

+7.3%5 years · per year$10,000 became $14,248 · $17,099+11.3%

0.43%Expense ratio$43 · $9 a year on $10k · lower is better0.09%

0.49%Trailing 12-mo yield$49 · $103 a year on $10k1.03%

−13.0%Worst dropSmaller is better−8.9%

19.2%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

FFSM vs SPY: Top 5 Holdings

Today

FFSM

8.1%in top 5

SPY

in top 527.7%

FFSMStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.7%ATInot top 5

1.7%SNXnot top 5

1.6%SANMnot top 5

1.6%IESCnot top 5

1.5%FCFSnot top 5

Held in common0.9%

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

FFSM vs SPY Returns, Every Period

FidelityFFSM

+7.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FFSMSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: FFSM vs SPY

YTD

FidelityFFSM

+9.9%

SPYSPDR

+8.3%

+9.9%Year to date+8.3%

−13.0%Worst drop · 1Y−8.9%

19.2%Volatility · 1Y13.6%

0.5%Yield1.0%

$1.4BAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: FFSM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FFSM0.43%$43

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

Yields: FFSM, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

FFSM0.49%$49

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FFSM$49 − $43 = $6

KeptFee

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

Overlap: FFSM, SPY

Today

0.9%most shared, FFSM and SPY

FFSMSPY

FFSM—0.9%

SPY0.9%—

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

Return vs Bumpiness: 2 ETFs

+15.3%FFSM, at 19.2% volatility

SPYWorst drop−8.9%13.6% vol

FFSMWorst drop−13.0%19.2% vol

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

Paid More vs Made More

YTD

SPYFFSM

+8.3%Year to date+9.9%

1.0%Yield0.5%

+9.7%Past year+15.3%

0.09%Fee0.43%

2–2level

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