FDRR vs SPYM

AFDRR

BSPYM

Measures won5–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$17,494FDRR · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income2.09%FDRR · $209 on $10k

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

Held in common48.9%FDRR and SPYM

FDRR

SPYM

Fidelity Dividend ETF for Rising Rates · $762MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.7%3 years · per year$18,477 · $18,222+22.1%

+11.8%5 years · per year$17,494 · $17,164+11.4%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

2.09%12-mo yield$209 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.6%

5–1FDRR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · SPYM

8.5%AAPL7.7%

8.0%NVDA7.3%

7.1%MSFT6.2%

4.4%GOOGL2.6%

Held in common48.9%

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$762M
2	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

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$762M
2	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

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

FDRR vs SPYM

FDRR

Fidelity Dividend ETF for Rising Rates

$17,494

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFDRRSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield2.09%1.06%

5 years, per year+11.8%+11.4%

3 years, per year+22.7%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.1%13.6%

5–1measures won
FDRR first

48.9%

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: FDRR, SPYM

Today

48.9%most shared, FDRR and SPYM

FDRRSPYM

FDRR—48.9%

SPYM48.9%—

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

Income After Fees on $10,000

$194most kept, FDRR

FDRR$209 − $15 = $194

SPYM$106 − $2 = $104

KeptFee

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