Compare · 2 funds side by side · dividends reinvested

FSMD and SPYM

FSMDFidelity×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

FSMD and SPYM, 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 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%$185B1.5

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMD

SPYM

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

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

FSMDMeasureSPYM

+16.5%Year to dateJan 1 → Nov 4+13.4%

+19.4%1 yearTotal return+13.5%

+20.2%3 years · per year$10,000 became $17,362 · $19,186+24.3%

+9.6%5 years · per year$10,000 became $15,838 · $18,126+12.6%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

1.28%Trailing 12-mo yield$128 · $101 a year on $10k1.01%

−8.5%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer12.8%

FSMDSPYM 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 SPYM: Top 5 Holdings

Today

FSMD

2.2%in top 5

SPYM

in top 527.3%

FSMDStockSPYM

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 SPYM Returns, Every Period

FidelityFSMD

+9.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FSMDSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: FSMD vs SPYM

YTD

FidelityFSMD

+16.5%

SPYMSPDR

+13.4%

+16.5%Year to date+13.4%

−8.5%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y12.8%

1.3%Yield1.0%

$2.5BAssets$185B

3–1FSMD wins

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

Cost, Income and Risk

Fees: FSMD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FSMD0.15%$15

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

Yields: FSMD, SPYM

1.28%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.28%$128

SPYM1.01%$101

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

SPYM$101 − $2 = $99

KeptFee

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

Overlap: FSMD, SPYM

Today

0.9%most shared, FSMD and SPYM

FSMDSPYM

FSMD—0.9%

SPYM0.9%—

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

SPYMWorst drop−8.9%12.8% 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

FSMDSPYM

+16.5%Year to date+13.4%

1.3%Yield1.0%

+19.4%Past year+13.5%

0.15%Fee0.02%

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