Compare · 2 funds side by side · dividends reinvested

LGLV and FELV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,132LGLV · best of the two

02 / 04

LGLV and FELV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.00%+12.1%+15.4%+16.2%+8.6%−8.2%10.7%$1.2B1.4

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.35%+28.2%+32.4%[…][…]−6.8%10.9%$3.4B1.5

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: LGLV 2013 · FELV 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2B$15,132

LGLV

FELV

Fidelity Enhanced Large Cap Value ETF · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

LGLVMeasureFELV

+12.1%Year to dateJan 1 → Nov 4+28.2%

+15.4%1 yearTotal return+32.4%

+16.2%3 years · per year$10,000 became $15,696 · […][…]

+8.6%5 years · per year$10,000 became $15,133 · […][…]

0.12%Expense ratio$12 · $18 a year on $10k · lower is better0.18%

2.00%Trailing 12-mo yield$200 · $135 a year on $10k1.35%

−8.2%Worst dropSmaller is better−6.8%

10.7%VolatilityLower is calmer10.9%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LGLV vs FELV: Top 5 Holdings

Today

LGLV

10.1%in top 5

FELV

in top 522.2%

LGLVStockFELV

not top 5AAPL6.0%

not top 5AMZN5.9%

not top 5MSFT4.5%

4.5%WELLnot top 5

not top 5BRK-B3.2%

not top 5JPM2.5%

1.6%Onot top 5

1.4%VMRKnot top 5

1.4%DUKnot top 5

1.2%KOnot top 5

Held in common20.4%

End-of-day Nov 4, 2026 · share of each fund

LGLV vs FELV Returns, Every Period

SPDRLGLV

+15.4%

past year

FELVFidelity

+32.4%

past year

LGLVFELVFaded: behind in that period

0–2FELV wins

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

LGLV vs FELV

YTD

SPDRLGLV

+12.1%

FELVFidelity

+28.2%

+12.1%Year to date+28.2%

−8.2%Worst drop · 1Y−6.8%

10.7%Volatility · 1Y10.9%

2.0%Yield1.3%

$1.2BAssets$3.4B

2–2level

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

Cost, Income and Risk

Fees: LGLV, FELV

Today

0.12%lowest, LGLV

FundExpense ratioFee$10k

LGLV0.12%$12

FELV0.18%$18

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

Yields: LGLV, FELV

2.00%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.00%$200

FELV1.35%$135

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

Income After Fees on $10,000

$188most kept, LGLV

LGLV$200 − $12 = $188

FELV$135 − $18 = $117

KeptFee

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

Overlap: LGLV, FELV

Today

20.4%most shared, LGLV and FELV

LGLVFELV

LGLV—20.4%

FELV20.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.4%FELV, at 10.9% volatility

LGLVWorst drop−8.2%10.7% vol

FELVWorst drop−6.8%10.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LGLVFELV

+12.1%Year to date+28.2%

2.0%Yield1.3%

+15.4%Past year+32.4%

0.12%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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