FBCV vs SPYM

AFBCV

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FBCV $17,012

Lowest cost0.02%SPYM · $2 on $10k

Most income2.28%FBCV · $228 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common26.5%FBCV and SPYM

FBCV

SPYM

Fidelity Blue Chip Value ETF · $199MState Street SPDR Portfolio S&P 500 ETF · $182B

+20.4%3 years · per year$17,456 · $18,222+22.1%

+11.2%5 years · per year$17,012 · $17,164+11.4%

0.57%Expense ratio$57 · $2 on $10k · lower wins0.02%

2.28%12-mo yield$228 · $106 on $10k1.06%

−7.1%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · SPYM

6.0%MSFT6.2%

4.2%AAPL7.7%

6.6%AMZN3.9%

1.9%META2.1%

Held in common26.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$199M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$199M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBCV vs SPYM

FBCV

Fidelity Blue Chip Value

$17,012

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFBCVSPYM

Fee0.57%0.02%

Cost on $10k a year$57$2

Yield2.28%1.06%

5 years, per year+11.2%+11.4%

3 years, per year+20.4%+22.1%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.0%13.6%

3–3measures won
level

26.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FBCV, SPYM

Today

26.5%most shared, FBCV and SPYM

FBCVSPYM

FBCV—26.5%

SPYM26.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$171most kept, FBCV

FBCV$228 − $57 = $171

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee