Compare · 2 funds side by side · dividends reinvested

FFSM and SPYM

FFSMFidelity×SPYMSPDR×

Versus in desk

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

02 / 04

FFSM and SPYM, 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%$182B1.3

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%$1.5B1.8

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Small-Mid Cap ETF · $1.5B$14,248

FFSM

SPYM

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

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

FFSMMeasureSPYM

+9.9%Year to dateJan 1 → Nov 5+8.4%

+15.3%1 yearTotal return+9.8%

+19.8%3 years · per year$10,000 became $17,201 · $18,222+22.1%

+7.3%5 years · per year$10,000 became $14,248 · $17,164+11.4%

0.43%Expense ratio$43 · $2 a year on $10k · lower is better0.02%

0.49%Trailing 12-mo yield$49 · $106 a year on $10k1.06%

−13.0%Worst dropSmaller is better−8.9%

19.2%VolatilityLower is calmer13.6%

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

2–6SPYM 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 SPYM: Top 5 Holdings

Today

FFSM

8.1%in top 5

SPYM

in top 527.7%

FFSMStockSPYM

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 SPYM Returns, Every Period

FidelityFFSM

+7.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FFSMSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: FFSM vs SPYM

YTD

FidelityFFSM

+9.9%

SPYMSPDR

+8.4%

+9.9%Year to date+8.4%

−13.0%Worst drop · 1Y−8.9%

19.2%Volatility · 1Y13.6%

0.5%Yield1.1%

$1.5BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: FFSM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FFSM0.43%$43

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

Yields: FFSM, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

FFSM0.49%$49

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

FFSM$49 − $43 = $6

KeptFee

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

Overlap: FFSM, SPYM

Today

0.9%most shared, FFSM and SPYM

FFSMSPYM

FFSM—0.9%

SPYM0.9%—

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

SPYMWorst 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

SPYMFFSM

+8.4%Year to date+9.9%

1.1%Yield0.5%

+9.8%Past year+15.3%

0.02%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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026