Compare · 2 funds side by side · dividends reinvested

ONEQ and SPYM

ONEQFidelity×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

ONEQ and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.1

Fidelity Nasdaq Composite Index ETFUS Stock Styles · Large cap0.21%0.52%+9.3%+10.4%+24.6%+11.2%−12.7%19.5%$10.4B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: ONEQ 2003 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Nasdaq Composite Index ETF · $10.4B$17,030

ONEQ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 54.7% in common

ONEQMeasureSPYM

+9.3%Year to dateJan 1 → Nov 9+11.3%

+10.4%1 yearTotal return+13.6%

+24.6%3 years · per year$10,000 became $19,358 · $18,161+22.0%

+11.2%5 years · per year$10,000 became $17,030 · $17,553+11.9%

0.21%Expense ratio$21 · $2 a year on $10k · lower is better0.02%

0.52%Trailing 12-mo yield$52 · $103 a year on $10k1.03%

−12.7%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ONEQ vs SPYM: Top 5 Holdings

Today

ONEQ

41.4%in top 5

SPYM

in top 527.8%

ONEQStockSPYM

11.5%AAPL7.9%

10.4%NVDA7.1%

9.1%MSFT6.2%

6.5%AMZN4.0%

3.9%GOOGL2.6%

Held in common54.7%

End-of-day Nov 9, 2026 · share of each fund

ONEQ vs SPYM Returns, Every Period

FidelityONEQ

+11.2%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

ONEQSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ONEQ vs SPYM

YTD

FidelityONEQ

+9.3%

SPYMSPDR

+11.3%

+9.3%Year to date+11.3%

−12.7%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.7%

0.5%Yield1.0%

$10.4BAssets$179B

4–0SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ONEQ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ONEQ0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ONEQ, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

ONEQ0.52%$52

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

ONEQ$52 − $21 = $31

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ONEQ, SPYM

Today

54.7%most shared, ONEQ and SPYM

ONEQSPYM

ONEQ—54.7%

SPYM54.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

ONEQWorst drop−12.7%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMONEQ

+11.3%Year to date+9.3%

1.0%Yield0.5%

+13.6%Past year+10.4%

0.02%Fee0.21%

4–0SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026