Compare · 2 funds side by side · dividends reinvested

FPFD and SPYM

FPFDFidelity×SPYMSPDR×

Versus in desk

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

02 / 04

FPFD 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

Fidelity Preferred Securities & Income ETFIncome · Dividend stocks0.59%5.74%−1.4%−1.4%+7.6%+0.9%−4.8%3.3%$76M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FPFD 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Preferred Securities & Income ETF · $76M$10,474

FPFD

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FPFDMeasureSPYM

−1.4%Year to dateJan 1 → Nov 4+13.4%

−1.4%1 yearTotal return+13.5%

+7.6%3 years · per year$10,000 became $12,458 · $19,186+24.3%

+0.9%5 years · per year$10,000 became $10,475 · $18,126+12.6%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

5.74%Trailing 12-mo yield$574 · $101 a year on $10k1.01%

−4.8%Worst dropSmaller is better−8.9%

3.3%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

FPFD vs SPYM: Top 5 Holdings

Today

FPFD

5.7%in top 5

SPYM

in top 527.3%

FPFDStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.5%STRFnot top 5

1.4%SOJEnot top 5

1.2%MS-PPnot top 5

0.9%MS-PKnot top 5

0.8%BAC-PMnot top 5

Held in common0.0%

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

FPFD vs SPYM Returns, Every Period

FidelityFPFD

+0.9%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FPFDSPYMFaded: behind in that period

0–4SPYM wins

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

Income vs Core: FPFD vs SPYM

YTD

FidelityFPFD

−1.4%

SPYMSPDR

+13.4%

−1.4%Year to date+13.4%

−4.8%Worst drop · 1Y−8.9%

3.3%Volatility · 1Y12.8%

5.7%Yield1.0%

$75.9MAssets$185B

3–1FPFD wins

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

Cost, Income and Risk

Fees: FPFD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FPFD0.59%$59

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

Yields: FPFD, SPYM

5.74%highest, FPFD

FundTrailing yieldYield$10k

FPFD5.74%$574

SPYM1.01%$101

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

Income After Fees on $10,000

$515most kept, FPFD

FPFD$574 − $59 = $515

SPYM$101 − $2 = $99

KeptFee

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

Overlap: FPFD, SPYM

Today

0.0%most shared, FPFD and SPYM

FPFDSPYM

FPFD—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

FPFDWorst drop−4.8%3.3% 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

FPFDSPYM

−1.4%Year to date+13.4%

5.7%Yield1.0%

−1.4%Past year+13.5%

0.59%Fee0.02%

3–1SPYM 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