Compare · 2 funds side by side · dividends reinvested

FIDU and SPY

FIDUFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FIDU 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.92%+9.5%+9.4%+21.6%+11.9%−12.4%18.4%$2.3B1.9

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: FIDU 2013 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Industrials Index ETF · $2.3B$17,532

FIDU

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

FIDUMeasureSPY

+9.5%Year to dateJan 1 → Nov 4+13.3%

+9.4%1 yearTotal return+13.4%

+21.6%3 years · per year$10,000 became $17,986 · $19,132+24.1%

+11.9%5 years · per year$10,000 became $17,532 · $18,060+12.6%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

0.92%Trailing 12-mo yield$92 · $99 a year on $10k0.99%

−12.4%Worst dropSmaller is better−8.9%

18.4%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

FIDU vs SPY: Top 5 Holdings

Today

FIDU

19.6%in top 5

SPY

in top 527.3%

FIDUStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.9%GEnot top 5

4.3%CATnot top 5

4.1%RTXnot top 5

not top 5AMZN3.8%

3.7%GEVnot top 5

2.7%UNPnot top 5

not top 5GOOGL2.5%

Held in common7.9%

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

FIDU vs SPY Returns, Every Period

FidelityFIDU

+11.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

FIDUSPYFaded: behind in that period

0–4SPY wins

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

Sector vs Core: FIDU vs SPY

YTD

FidelityFIDU

+9.5%

SPYSPDR

+13.3%

+9.5%Year to date+13.3%

−12.4%Worst drop · 1Y−8.9%

18.4%Volatility · 1Y12.9%

0.9%Yield1.0%

$2.3BAssets$798B

4–0SPY wins

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

Cost, Income and Risk

Fees: FIDU, SPY

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

SPY0.09%$9

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

Yields: FIDU, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

FIDU0.92%$92

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FIDU$92 − $8 = $84

KeptFee

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

Overlap: FIDU, SPY

Today

7.9%most shared, FIDU and SPY

FIDUSPY

FIDU—7.9%

SPY7.9%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

FIDUWorst drop−12.4%18.4% vol

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

Paid More vs Made More

YTD

SPYFIDU

+13.3%Year to date+9.5%

1.0%Yield0.9%

+13.4%Past year+9.4%

0.09%Fee0.08%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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