Compare · 2 funds side by side · dividends reinvested

FLCV and SPYM

FLCVFederated Hermes×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

FLCV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes MDT Large Cap Value ETFUS Stock Styles · Value0.43%0.68%+20.9%+25.8%[…][…]−5.7%11.6%$241M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FLCV 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Large Cap Value ETF · $241M[…]

FLCV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 33.9% in common

FLCVMeasureSPYM

+20.9%Year to dateJan 1 → Nov 6+8.8%

+25.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

0.68%Trailing 12-mo yield$68 · $105 a year on $10k1.05%

−5.7%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.6%

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

4–2FLCV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FLCV vs SPYM: Top 5 Holdings

Today

FLCV

21.6%in top 5

SPYM

in top 527.8%

FLCVStockSPYM

6.1%AAPL7.9%

not top 5NVDA6.9%

4.2%MSFT6.3%

5.7%AMZN4.0%

3.2%ABBVnot top 5

not top 5GOOGL2.6%

2.4%COSTnot top 5

Held in common33.9%

End-of-day Nov 6, 2026 · share of each fund

FLCV vs SPYM Returns, Every Period

Federated HermesFLCV

+25.8%

past year

SPYMSPDR

+9.8%

past year

FLCVSPYMFaded: behind in that period

2–0FLCV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FLCV vs SPYM

YTD

Federated HermesFLCV

+20.9%

SPYMSPDR

+8.8%

+20.9%Year to date+8.8%

−5.7%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.6%

0.7%Yield1.1%

$241MAssets$182B

3–1FLCV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLCV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FLCV0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FLCV, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

FLCV0.68%$68

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

FLCV$68 − $43 = $25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FLCV, SPYM

Today

33.9%most shared, FLCV and SPYM

FLCVSPYM

FLCV—33.9%

SPYM33.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.8%FLCV, at 11.6% volatility

FLCVWorst drop−5.7%11.6% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMFLCV

+8.8%Year to date+20.9%

1.1%Yield0.7%

+9.8%Past year+25.8%

0.02%Fee0.43%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026