Compare · 2 funds side by side · dividends reinvested

FTBD and SPY

FTBDFidelity×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

FTBD 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

Fidelity Tactical Bond ETFBonds & Cash · Other bonds0.55%5.12%+0.1%+0.8%+6.1%[…]−4.4%4.5%$38M1.6

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: FTBD 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Tactical Bond ETF · $38M[…]

FTBD

SPY

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

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

FTBDMeasureSPY

+0.1%Year to dateJan 1 → Nov 6+8.7%

+0.8%1 yearTotal return+9.7%

+6.1%3 years · per year$10,000 became $11,948 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

5.12%Trailing 12-mo yield$512 · $103 a year on $10k1.03%

−4.4%Worst dropSmaller is better−8.9%

4.5%VolatilityLower is calmer13.6%

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

3–4SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTBD vs SPY: Top 5 Holdings

Today

FTBD

0.1%in top 5

SPY

in top 527.8%

FTBDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.0%METAMnot top 5

0.0%NFEGPnot top 5

0.0%GOOGNnot top 5

0.0%GOOGMnot top 5

0.0%NFEnot top 5

Held in common0.0%

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

FTBD vs SPY Returns, Every Period

FidelityFTBD

+0.8%

past year

SPYSPDR

+9.7%

past year

FTBDSPYFaded: behind in that period

0–3SPY wins

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

Bonds vs Core: FTBD vs SPY

YTD

FidelityFTBD

+0.1%

SPYSPDR

+8.7%

+0.1%Year to date+8.7%

−4.4%Worst drop · 1Y−8.9%

4.5%Volatility · 1Y13.6%

5.1%Yield1.0%

$38.0MAssets$819B

3–1FTBD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTBD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FTBD0.55%$55

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

Yields: FTBD, SPY

5.12%highest, FTBD

FundTrailing yieldYield$10k

FTBD5.12%$512

SPY1.03%$103

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

Income After Fees on $10,000

$457most kept, FTBD

FTBD$512 − $55 = $457

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FTBD, SPY

Today

0.0%most shared, FTBD and SPY

FTBDSPY

FTBD—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

FTBDWorst drop−4.4%4.5% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FTBDSPY

+0.1%Year to date+8.7%

5.1%Yield1.0%

+0.8%Past year+9.7%

0.55%Fee0.09%

3–1SPY 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