Compare · 2 funds side by side · dividends reinvested

FNDX and SPYM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,364FNDX · best of the two

02 / 04

FNDX and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Large Company ETFUS Stock Styles · Large cap0.25%1.42%+23.4%+27.2%+24.7%+14.1%−6.0%9.9%$28.4B1.1

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%$185B1.9

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: FNDX 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Large Company ETF · $28.4B$19,364

FNDX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 63.6% in common

FNDXMeasureSPYM

+23.4%Year to dateJan 1 → Nov 4+13.4%

+27.2%1 yearTotal return+13.5%

+24.7%3 years · per year$10,000 became $19,375 · $19,186+24.3%

+14.1%5 years · per year$10,000 became $19,364 · $18,126+12.6%

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

1.42%Trailing 12-mo yield$142 · $101 a year on $10k1.01%

−6.0%Worst dropSmaller is better−8.9%

9.9%VolatilityLower is calmer12.8%

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

7–1FNDX wins

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

More Ways to See the Pairs

FNDX vs SPYM: Top 5 Holdings

Today

FNDX

14.1%in top 5

SPYM

in top 527.3%

FNDXStockSPYM

not top 5NVDA7.7%

4.7%AAPL7.4%

3.2%MSFT5.9%

1.9%AMZN3.8%

not top 5GOOGL2.5%

2.5%XOMnot top 5

1.9%BRK-Bnot top 5

Held in common63.6%

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

FNDX vs SPYM Returns, Every Period

SchwabFNDX

+14.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FNDXSPYMFaded: behind in that period

4–0FNDX wins

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

Stocks vs Core: FNDX vs SPYM

YTD

SchwabFNDX

+23.4%

SPYMSPDR

+13.4%

+23.4%Year to date+13.4%

−6.0%Worst drop · 1Y−8.9%

9.9%Volatility · 1Y12.8%

1.4%Yield1.0%

$28.4BAssets$185B

4–0FNDX wins

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

Cost, Income and Risk

Fees: FNDX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FNDX0.25%$25

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

Yields: FNDX, SPYM

1.42%highest, FNDX

FundTrailing yieldYield$10k

FNDX1.42%$142

SPYM1.01%$101

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

Income After Fees on $10,000

$117most kept, FNDX

FNDX$142 − $25 = $117

SPYM$101 − $2 = $99

KeptFee

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

Overlap: FNDX, SPYM

Today

63.6%most shared, FNDX and SPYM

FNDXSPYM

FNDX—63.6%

SPYM63.6%—

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

Return vs Bumpiness: 2 ETFs

+27.2%FNDX, at 9.9% volatility

FNDXWorst drop−6.0%9.9% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

FNDXSPYM

+23.4%Year to date+13.4%

1.4%Yield1.0%

+27.2%Past year+13.5%

0.25%Fee0.02%

3–1FNDX 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