FDLO vs SPY

AFDLO

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FDLO $15,902

Lowest cost0.09%SPY · $9 on $10k

Most income1.34%FDLO · $134 on $10k

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

Held in common55.9%FDLO and SPY

FDLO

SPY

Fidelity Low Volatility Factor ETF · $1.5BState Street SPDR S&P 500 ETF · $819B

+17.0%3 years · per year$16,018 · $18,039+21.7%

+9.7%5 years · per year$15,902 · $17,118+11.3%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $103 on $10k1.03%

−7.1%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDLO · SPY

8.4%AAPL7.9%

6.8%MSFT6.3%

3.7%AMZN4.0%

4.3%GOOGL2.6%

Held in common55.9%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFDLO	Fidelity Low Volatility Factor ETF Read Desk		0.15%	1.34%	−2.7%	+12.6%	+15.1%	+17.0%	+9.7%	−7.1%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFDLO	Fidelity Low Volatility Factor ETF Read Desk		0.15%	1.34%	−2.7%	+12.6%	+15.1%	+17.0%	+9.7%	−7.1%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLO vs SPY

FDLO

Fidelity Low Volatility Factor ETF

$15,902

SPY

SPDR S&P 500

$17,118

MeasureFDLOSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield1.34%1.03%

5 years, per year+9.7%+11.3%

3 years, per year+17.0%+21.7%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y9.8%13.6%

3–3measures won
level

55.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FDLO, SPY

Today

55.9%most shared, FDLO and SPY

FDLOSPY

FDLO—55.9%

SPY55.9%—

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

Income After Fees on $10,000

$119most kept, FDLO

FDLO$134 − $15 = $119

SPY$103 − $9 = $94

KeptFee

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