Compare · 2 funds side by side · dividends reinvested

FSML and SPY

FSMLFranklin Templeton×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 03

FSML and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$819B1.1

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.53%+14.1%[…][…][…][…][…]$145M1.7

Rank among the two1st → 2ndFee, 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: FSML 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,099

SPY

FSML

Franklin Small Cap Enhanced ETF · $145M[…]

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

SPYMeasureFSML

+8.3%Year to dateJan 1 → Nov 5+14.1%

+9.7%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,174 · […][…]

+11.3%5 years · per year$10,000 became $17,099 · […][…]

0.09%Expense ratio$9 · $45 a year on $10k · lower is better0.45%

1.03%Trailing 12-mo yield$103 · $53 a year on $10k0.53%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–1SPY wins

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

More Ways to See the Pairs

SPY vs FSML: Top 5 Holdings

Today

SPY

27.7%in top 5

FSML

in top 57.0%

SPYStockFSML

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BOX1.6%

not top 5HNGE1.4%

not top 5EXPO1.4%

not top 5VLY1.3%

not top 5KSS1.3%

Held in common0.0%

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

SPY vs FSML Returns, Every Period

SPDRSPY

+9.7%

past year

FSMLFranklin Templeton

[…]

past year

SPYFSMLFaded: behind in that period

0–1FSML wins

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

Core vs Stocks: SPY vs FSML

YTD

SPDRSPY

+8.3%

FSMLFranklin Templeton

+14.1%

+8.3%Year to date+14.1%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.0%Yield0.5%

$819BAssets$145M

1–1level

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

Cost, Income and Risk

Fees: FSML, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FSML0.45%$45

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

Yields: FSML, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

FSML0.53%$53

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FSML$53 − $45 = $8

KeptFee

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

Overlap: FSML, SPY

Today

0.0%most shared, FSML and SPY

FSMLSPY

FSML—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

FSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYFSML

+8.3%Year to date+14.1%

1.0%Yield0.5%

+9.7%Past year[…]

0.09%Fee0.45%

2–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026