FDMO vs SPY

AFDMO

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FDMO $16,971

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common50.8%FDMO and SPY

FDMO

SPY

Fidelity Momentum Factor ETF · $818MState Street SPDR S&P 500 ETF · $819B

+23.6%3 years · per year$18,899 · $18,039+21.7%

+11.2%5 years · per year$16,971 · $17,118+11.3%

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

0.69%12-mo yield$69 · $103 on $10k1.03%

−14.2%Worst dropSmaller wins−8.9%

20.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDMO · SPY

9.2%AAPL7.9%

7.9%NVDA6.9%

4.1%AMZN4.0%

5.1%GOOGL2.6%

Held in common50.8%

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	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.69%	+1.3%	+2.3%	+2.3%	+23.6%	+11.2%	−14.2%	$818M

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	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.69%	+1.3%	+2.3%	+2.3%	+23.6%	+11.2%	−14.2%	$818M

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

FDMO vs SPY

FDMO

Fidelity Momentum Factor

$16,971

SPY

SPDR S&P 500

$17,118

MeasureFDMOSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.69%1.03%

5 years, per year+11.2%+11.3%

3 years, per year+23.6%+21.7%

Worst drop · 1Y−14.2%−8.9%

Volatility · 1Y20.7%13.6%

5–1measures won
SPY first

50.8%

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: FDMO, SPY

Today

50.8%most shared, FDMO and SPY

FDMOSPY

FDMO—50.8%

SPY50.8%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FDMO$69 − $15 = $54

KeptFee

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