Compare · 3 funds side by side · dividends reinvested

FLCV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

FLCV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.6

Federated Hermes MDT Large Cap Value ETFUS Stock Styles · Value0.43%0.66%+24.3%+29.9%[…][…]−5.7%11.2%$236M1.7

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%$805B2.4

Rank among the three1st → 3rdFee, 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: FLCV 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Large Cap Value ETF · $236M[…]

FLCV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 33.1% in common

FLCVMeasureSPYM

+24.3%Year to dateJan 1 → Nov 4+13.4%

+29.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

0.66%Trailing 12-mo yield$66 · $101 a year on $10k1.01%

−5.7%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer12.8%

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

4–2FLCV wins

End-of-day Nov 4, 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

20.9%in top 5

SPYM

in top 527.3%

FLCVStockSPYM

not top 5NVDA7.7%

5.8%AAPL7.4%

4.1%MSFT5.9%

5.5%AMZN3.8%

3.1%ABBVnot top 5

not top 5GOOGL2.5%

2.3%COSTnot top 5

Held in common33.1%

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

FLCV vs SPYM Returns, Every Period

Federated HermesFLCV

+29.9%

past year

SPYMSPDR

+13.5%

past year

FLCVSPYMFaded: behind in that period

2–0FLCV wins

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

Stocks vs Core: FLCV vs SPYM

YTD

Federated HermesFLCV

+24.3%

SPYMSPDR

+13.4%

+24.3%Year to date+13.4%

−5.7%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y12.8%

0.7%Yield1.0%

$236MAssets$182B

3–1FLCV wins

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

Cost, Income and Risk

Fees: FLCV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FLCV0.43%$43

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

Yields: FLCV, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

FLCV0.66%$66

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

FLCV$66 − $43 = $23

KeptFee

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

Overlap: FLCV, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FLCVSPYMSPY

FLCV—33.1%33.2%

SPYM33.1%—99.8%

SPY33.2%99.8%—

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

Return vs Bumpiness: 3 ETFs

+29.9%FLCV, at 11.2% volatility

FLCVWorst drop−5.7%11.2% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPYMFLCV

+13.4%Year to date+24.3%

1.0%Yield0.7%

+13.5%Past year+29.9%

0.02%Fee0.43%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026