Compare · 3 funds side by side · dividends reinvested

SPYM, FDIS and VTI

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

02 / 04

SPYM, FDIS and VTI, 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%$179B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.6

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B3.0

Rank among the three1st → 3rdFee, 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: SPYM 2005 · FDIS 2013 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

SPYM

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,238

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

SPYMMeasureFDIS

+11.3%Year to dateJan 1 → Nov 9+3.2%

+13.6%1 yearTotal return+5.0%

+22.0%3 years · per year$10,000 became $18,161 · $15,592+16.0%

+11.9%5 years · per year$10,000 became $17,553 · $12,238+4.1%

0.02%Expense ratio$2 · $8 a year on $10k · lower is better0.08%

1.03%Trailing 12-mo yield$103 · $74 a year on $10k0.74%

−8.9%Worst dropSmaller is better−15.5%

13.7%VolatilityLower is calmer19.7%

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

8–0SPYM wins

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

More Ways to See the Pairs

SPYM vs FDIS: Top 5 Holdings

Today

SPYM

27.8%in top 5

FDIS

in top 547.7%

SPYMStockFDIS

4.0%AMZN22.3%

not top 5TSLA15.0%

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5HD5.1%

not top 5MCD3.0%

2.6%GOOGLnot top 5

not top 5TJX2.3%

Held in common9.3%

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

SPYM vs FDIS Returns, Every Period

SPDRSPYM

+11.9%

5 years, per year

FDISFidelity

+4.1%

5 years, per year

SPYMFDISFaded: behind in that period

4–0SPYM wins

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

SPYM vs VTI

YTD

SPDRSPYM

+11.3%

VTIVanguard

+11.6%

+11.3%Year to date+11.6%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.9%

1.0%Yield1.1%

$179BAssets$689B

2–1VTI wins

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

Cost, Income and Risk

Fees: SPYM, FDIS, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

FDIS0.08%$8

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

Yields: SPYM, FDIS, VTI

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

SPYM1.03%$103

FDIS0.74%$74

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

FDIS$74 − $8 = $66

KeptFee

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

Overlap: SPYM, FDIS, VTI

Today

86.1%most shared, SPYM and VTI

SPYMFDISVTI

SPYM—9.3%86.1%

FDIS9.3%—8.3%

VTI86.1%8.3%—

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

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

SPYMWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

FDISWorst drop−15.5%19.7% vol

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

Paid More vs Made More

YTD

VTISPYM

+11.6%Year to date+11.3%

1.1%Yield1.0%

+13.9%Past year+13.6%

0.03%Fee0.02%

3–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026