FDRV vs SPY

AFDRV

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FDRV $5,747

Lowest cost0.09%SPY · $9 on $10k

Most income1.44%FDRV · $144 on $10k

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

Held in common2.2%FDRV and SPY

FDRV

SPY

Fidelity Electric Vehicles and Future Transportation ETF · $23MState Street SPDR S&P 500 ETF · $805B

+2.6%3 years · per year$10,809 · $18,174+22.0%

−10.5%5 years · per year$5,747 · $17,099+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

1.44%12-mo yield$144 · $103 on $10k1.03%

−31.6%Worst dropSmaller wins−8.9%

27.8%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRV · SPY

5.4%TSLA1.6%

0.6%ADI0.3%

4.6%UBER0.2%

1.4%ON0.0%

Held in common2.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk		0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk		0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

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

FDRV vs SPY

FDRV

Fidelity Electric Vehicles and Future Transportation

$5,747

SPY

SPDR S&P 500

$17,099

MeasureFDRVSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield1.44%1.03%

5 years, per year−10.5%+11.3%

3 years, per year+2.6%+22.0%

Worst drop · 1Y−31.6%−8.9%

Volatility · 1Y27.8%13.6%

5–1measures won
SPY first

2.2%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDRV, SPY

Today

2.2%most shared, FDRV and SPY

FDRVSPY

FDRV—2.2%

SPY2.2%—

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

Income After Fees on $10,000

$105most kept, FDRV

FDRV$144 − $39 = $105

SPY$103 − $9 = $94

KeptFee

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