Compare · 2 funds side by side · dividends reinvested

FHLC and SPYM

FHLCFidelity×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

FHLC 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%$182B1.4

Fidelity MSCI Health Care Index ETFSectors · Health care0.08%1.15%+20.0%+28.2%+16.5%+7.5%−10.4%16.3%$4.0B1.6

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: FHLC 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Health Care Index ETF · $4.0B$14,340

FHLC

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

FHLCMeasureSPYM

+20.0%Year to dateJan 1 → Nov 5+8.4%

+28.2%1 yearTotal return+9.8%

+16.5%3 years · per year$10,000 became $15,823 · $18,222+22.1%

+7.5%5 years · per year$10,000 became $14,340 · $17,164+11.4%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

1.15%Trailing 12-mo yield$115 · $106 a year on $10k1.06%

−10.4%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

FHLC vs SPYM: Top 5 Holdings

Today

FHLC

38.5%in top 5

SPYM

in top 527.7%

FHLCStockSPYM

14.3%LLYnot top 5

8.4%JNJnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.5%ABBVnot top 5

not top 5MSFT6.2%

4.7%UNHnot top 5

4.7%MRKnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common10.0%

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

FHLC vs SPYM Returns, Every Period

FidelityFHLC

+7.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FHLCSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: FHLC vs SPYM

YTD

FidelityFHLC

+20.0%

SPYMSPDR

+8.4%

+20.0%Year to date+8.4%

−10.4%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

1.2%Yield1.1%

$4.0BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: FHLC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FHLC0.08%$8

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

Yields: FHLC, SPYM

1.15%highest, FHLC

FundTrailing yieldYield$10k

FHLC1.15%$115

SPYM1.06%$106

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

Income After Fees on $10,000

$107most kept, FHLC

FHLC$115 − $8 = $107

SPYM$106 − $2 = $104

KeptFee

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

Overlap: FHLC, SPYM

Today

10.0%most shared, FHLC and SPYM

FHLCSPYM

FHLC—10.0%

SPYM10.0%—

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

Return vs Bumpiness: 2 ETFs

+28.2%FHLC, at 16.3% volatility

SPYMWorst drop−8.9%13.6% vol

FHLCWorst drop−10.4%16.3% vol

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

Paid More vs Made More

YTD

FHLCSPYM

+20.0%Year to date+8.4%

1.2%Yield1.1%

+28.2%Past year+9.8%

0.08%Fee0.02%

3–1FHLC wins

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