Compare · 2 funds side by side · dividends reinvested

FNDA and SPYM

FNDASchwab×SPYMSPDR×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,277SPYM · best of the two

Story of the two · IncomeMost incomeFNDA · 1.22% · $122 a year on $10k

Story of the two · RiskSmallest drop

FNDA 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%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.4

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.22%+15.8%+18.3%+16.8%+6.1%−9.4%16.2%$8.9B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: FNDA 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab Fundamental U.S. Small Company Index ETF · $8.9B$13,456

FNDA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $186B$17,277

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

FNDAMeasureSPYM

+15.8%

More Ways to See the Pairs

FNDA vs SPYM: Top 5 Holdings

Today

FNDA

2.1%in top 5

SPYM

in top 526.8%

FNDAStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: FNDA, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FNDA0.25%$25

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FNDA, SPYM

1Y

1.22%highest, FNDA

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+18.3%1 yearTotal return+11.6%

+16.8%3 years · per year$10,000 became $15,937 · $17,930+21.5%

+6.1%5 years · per year$10,000 became $13,456 · $17,277+11.6%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

1.22%Trailing 12-mo yield$122 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.5%VSXYnot top 5

0.4%ANFnot top 5

0.4%ACHCnot top 5

0.4%FDSnot top 5

0.4%RPRXnot top 5

Held in common2.1%

End-of-day Nov 13, 2026 · share of each fund

FNDA vs SPYM Returns, Every Period

5Y

SchwabFNDA

+6.1%

5 years, per year

SPYMSPDR

+11.6%

5 years, per year

FNDASPYMFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FNDA vs SPYM

YTD

SchwabFNDA

+15.8%

SPYMSPDR

+11.5%

+15.8%Year to date+11.5%

−9.4%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.7%

1.2%Yield1.0%

$8.9BAssets$186B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

FNDA1.22%$122

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, SPYM

SPYM$103 − $2 = $101

FNDA$122 − $25 = $97

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FNDA, SPYM

Today

2.1%most shared, FNDA and SPYM

FNDASPYM

FNDA—2.1%

SPYM2.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.3%FNDA, at 16.2% volatility

SPYMWorst drop−8.9%13.7% vol

FNDAWorst drop−9.4%16.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FNDASPYM

+15.8%Year to date+11.5%

1.2%Yield1.0%

+18.3%Past year+11.6%

0.25%Fee0.02%

3–1FNDA wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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FNDA and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two