Compare · 2 funds side by side · dividends reinvested

SPYM and FDLS

SPYMSPDR×FDLSInspire×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

SPYM and FDLS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.3

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$256M1.7

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: SPYM 2005 · FDLS 2022

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $256M[…]

FDLS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FDLSMeasureSPYM

+10.3%Year to dateJan 1 → Nov 6+8.8%

+12.7%1 yearTotal return+9.8%

+19.2%3 years · per year$10,000 became $16,927 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.66%Expense ratio$66 · $2 a year on $10k · lower is better0.02%

0.90%Trailing 12-mo yield$90 · $105 a year on $10k1.05%

−10.8%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer13.6%

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

2–5SPYM wins

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

More Ways to See the Pairs

FDLS vs SPYM: Top 5 Holdings

Today

FDLS

6.4%in top 5

SPYM

in top 527.8%

FDLSStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.3%FLYWnot top 5

1.3%PACSnot top 5

1.3%CONnot top 5

1.3%GCTnot top 5

1.3%BEKEnot top 5

Held in common1.9%

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

FDLS vs SPYM Returns, Every Period

InspireFDLS

+12.7%

past year

SPYMSPDR

+9.8%

past year

FDLSSPYMFaded: behind in that period

2–1FDLS wins

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

Stocks vs Core: FDLS vs SPYM

YTD

InspireFDLS

+10.3%

SPYMSPDR

+8.8%

+10.3%Year to date+8.8%

−10.8%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y13.6%

0.9%Yield1.1%

$256MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SPYM, FDLS

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FDLS0.66%$66

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

Yields: SPYM, FDLS

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

FDLS0.90%$90

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

FDLS$90 − $66 = $24

KeptFee

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

Overlap: SPYM, FDLS

Today

1.9%most shared, SPYM and FDLS

SPYMFDLS

SPYM—1.9%

FDLS1.9%—

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

Return vs Bumpiness: 2 ETFs

+12.7%FDLS, at 17.1% volatility

SPYMWorst drop−8.9%13.6% vol

FDLSWorst drop−10.8%17.1% vol

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

Paid More vs Made More

YTD

SPYMFDLS

+8.8%Year to date+10.3%

1.1%Yield0.9%

+9.8%Past year+12.7%

0.02%Fee0.66%

2–2level

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