FDRR vs SPY

AFDRR

BSPY

Measures won5–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$18,327FDRR · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income2.01%FDRR · $201 on $10k

Smallest drop−8.5%FDRR · worst fall in 1Y

Held in common48.8%FDRR and SPY

FDRR

SPY

Fidelity Dividend ETF for Rising Rates · $749MState Street SPDR S&P 500 ETF · $805B

+24.5%3 years · per year$19,291 · $19,132+24.1%

+12.9%5 years · per year$18,327 · $18,060+12.6%

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

2.01%12-mo yield$201 · $99 on $10k0.99%

−8.5%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins12.9%

5–1FDRR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · SPY

8.4%NVDA7.7%

8.3%AAPL7.4%

6.8%MSFT5.9%

4.3%GOOGL2.5%

Held in common48.8%

End-of-day Nov 4, 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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.01%	+2.1%	+15.6%	+18.6%	+24.5%	+12.9%	−8.5%	$749M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.01%	+2.1%	+15.6%	+18.6%	+24.5%	+12.9%	−8.5%	$749M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDRR vs SPY

FDRR

Fidelity Dividend ETF for Rising Rates

$18,327

SPY

SPDR S&P 500

$18,060

MeasureFDRRSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield2.01%0.99%

5 years, per year+12.9%+12.6%

3 years, per year+24.5%+24.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y11.5%12.9%

5–1measures won
FDRR first

48.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDRR, SPY

Today

48.8%most shared, FDRR and SPY

FDRRSPY

FDRR—48.8%

SPY48.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$186most kept, FDRR

FDRR$201 − $15 = $186

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee