Compare · 3 funds side by side · dividends reinvested

FREL, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

FREL, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.33%+11.6%+11.7%+13.9%+1.1%−11.6%14.2%$1.4B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$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 5, 2026 · returns include dividends · since: FREL 2015 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,568

FREL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

FRELMeasureSPYM

+11.6%Year to dateJan 1 → Nov 5+8.4%

+11.7%1 yearTotal return+9.8%

+13.9%3 years · per year$10,000 became $14,795 · $18,222+22.1%

+1.1%5 years · per year$10,000 became $10,568 · $17,164+11.4%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

3.33%Trailing 12-mo yield$333 · $106 a year on $10k1.06%

−11.6%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

FREL vs SPYM: Top 5 Holdings

Today

FREL

32.0%in top 5

SPYM

in top 527.7%

FRELStockSPYM

9.7%WELLnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

7.2%PLDnot top 5

not top 5MSFT6.2%

5.5%EQIXnot top 5

4.9%AMTnot top 5

4.6%SPGnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.8%

End-of-day Nov 5, 2026 · share of each fund

FREL vs SPYM Returns, Every Period

FidelityFREL

+1.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FRELSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: FREL vs SPYM

YTD

FidelityFREL

+11.6%

SPYMSPDR

+8.4%

+11.6%Year to date+8.4%

−11.6%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y13.6%

3.3%Yield1.1%

$1.4BAssets$182B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FREL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FREL0.08%$8

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FREL, SPYM, SPY

3.33%highest, FREL

FundTrailing yieldYield$10k

FREL3.33%$333

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FREL, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FRELSPYMSPY

FREL—1.8%1.8%

SPYM1.8%—99.9%

SPY1.8%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.7%FREL, at 14.2% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

FRELWorst drop−11.6%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FRELSPYM

+11.6%Year to date+8.4%

3.3%Yield1.1%

+11.7%Past year+9.8%

0.08%Fee0.02%

3–1FREL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026