Compare · 2 funds side by side · dividends reinvested

FSMD and SPY

FSMDFidelity×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FSMD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.5%+19.4%+20.2%+9.6%−8.5%15.2%$2.5B1.5

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%$798B1.5

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: FSMD 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,837

FSMD

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

FSMDMeasureSPY

+16.5%Year to dateJan 1 → Nov 4+13.3%

+19.4%1 yearTotal return+13.4%

+20.2%3 years · per year$10,000 became $17,362 · $19,132+24.1%

+9.6%5 years · per year$10,000 became $15,838 · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

1.28%Trailing 12-mo yield$128 · $99 a year on $10k0.99%

−8.5%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

FSMD vs SPY: Top 5 Holdings

Today

FSMD

2.2%in top 5

SPY

in top 527.3%

FSMDStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.6%Pnot top 5

0.4%GHnot top 5

0.4%THCnot top 5

0.4%RVTYnot top 5

0.4%PRnot top 5

Held in common0.9%

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

FSMD vs SPY Returns, Every Period

FidelityFSMD

+9.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

FSMDSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: FSMD vs SPY

YTD

FidelityFSMD

+16.5%

SPYSPDR

+13.3%

+16.5%Year to date+13.3%

−8.5%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y12.9%

1.3%Yield1.0%

$2.5BAssets$798B

3–1FSMD wins

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

Cost, Income and Risk

Fees: FSMD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FSMD0.15%$15

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

Yields: FSMD, SPY

1.28%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.28%$128

SPY0.99%$99

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

SPY$99 − $9 = $90

KeptFee

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

Overlap: FSMD, SPY

Today

0.9%most shared, FSMD and SPY

FSMDSPY

FSMD—0.9%

SPY0.9%—

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

Return vs Bumpiness: 2 ETFs

+19.4%FSMD, at 15.2% volatility

SPYWorst drop−8.9%12.9% vol

FSMDWorst drop−8.5%15.2% vol

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

Paid More vs Made More

YTD

FSMDSPY

+16.5%Year to date+13.3%

1.3%Yield1.0%

+19.4%Past year+13.4%

0.15%Fee0.09%

3–1FSMD 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