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$17,118SPY · 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%1.33%+12.2%+14.6%+18.1%+8.5%−8.5%15.6%$2.5B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 6, 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$15,041

FSMD

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

FSMDMeasureSPY

+12.2%Year to dateJan 1 → Nov 6+8.7%

+14.6%1 yearTotal return+9.7%

+18.1%3 years · per year$10,000 became $16,462 · $18,039+21.7%

+8.5%5 years · per year$10,000 became $15,041 · $17,118+11.3%

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

1.33%Trailing 12-mo yield$133 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−8.9%

15.6%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 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

2.1%in top 5

SPY

in top 527.8%

FSMDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%Pnot top 5

0.5%THCnot top 5

0.4%GHnot top 5

0.4%INCYnot top 5

0.4%Lnot top 5

Held in common0.9%

End-of-day Nov 6, 2026 · share of each fund

FSMD vs SPY Returns, Every Period

FidelityFSMD

+8.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FSMDSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FSMD vs SPY

YTD

FidelityFSMD

+12.2%

SPYSPDR

+8.7%

+12.2%Year to date+8.7%

−8.5%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y13.6%

1.3%Yield1.0%

$2.5BAssets$819B

3–1FSMD wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: FSMD, SPY

1.33%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.33%$133

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%FSMD, at 15.6% volatility

SPYWorst drop−8.9%13.6% vol

FSMDWorst drop−8.5%15.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDSPY

+12.2%Year to date+8.7%

1.3%Yield1.0%

+14.6%Past year+9.7%

0.15%Fee0.09%

3–1FSMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026