Compare · 2 funds side by side · dividends reinvested

FVAL and SPYM

FVALFidelity×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,612FVAL · best of the two

Story of the two · IncomeMost incomeFVAL · 1.51% · $151 a year on $10k

Story of the two · RiskSmallest drop

FVAL and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+13.7%+18.2%+20.9%+12.0%−8.9%12.4%$1.4B1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: FVAL 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Value Factor ETF · $1.4B$17,612

FVAL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

$10,000 five years ago, dividends reinvested · they hold 55.6% in common

FVALMeasureSPYM

+13.7%

More Ways to See the Pairs

FVAL vs SPYM: Top 5 Holdings

Today

FVAL

29.8%in top 5

SPYM

in top 527.3%

FVALStockSPYM

8.1%AAPL7.9%

7.1%NVDA6.6%

6.5%MSFT6.2%

4.4%GOOGL2.6%

3.7%

Cost, Income and Risk

Fees: FVAL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FVAL0.15%$15

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

Yields: FVAL, SPYM

1Y

1.51%highest, FVAL

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.9%

+18.2%1 yearTotal return+13.1%

+20.9%3 years · per year$10,000 became $17,673 · $17,936+21.5%

+12.0%5 years · per year$10,000 became $17,612 · $17,429+11.8%

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

1.51%Trailing 12-mo yield$151 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.7%

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

5–2FVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AMZN

4.0%

Held in common55.6%

End-of-day Nov 10, 2026 · share of each fund

FVAL vs SPYM Returns, Every Period

5Y

FidelityFVAL

+12.0%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

FVALSPYMFaded: behind in that period

3–1FVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FVAL vs SPYM

YTD

FidelityFVAL

+13.7%

SPYMSPDR

+10.9%

+13.7%Year to date+10.9%

−8.9%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.7%

1.5%Yield1.0%

$1.4BAssets$179B

3–0FVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

FVAL1.51%$151

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$136most kept, FVAL

FVAL$151 − $15 = $136

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FVAL, SPYM

Today

55.6%most shared, FVAL and SPYM

FVALSPYM

FVAL—55.6%

SPYM55.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.2%FVAL, at 12.4% volatility

FVALWorst drop−8.9%12.4% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FVALSPYM

+13.7%Year to date+10.9%

1.5%Yield1.0%

+18.2%Past year+13.1%

0.15%Fee0.02%

3–1FVAL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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FVAL and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two