FDVV vs SPY

AFDVV

BSPY

Measures won4–2FDVV wins · of 6 · 5Y

$10,000 · 5Y$19,381FDVV · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income2.69%FDVV · $269 on $10k

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

Held in common39.4%FDVV and SPY

FDVV

SPY

Fidelity High Dividend ETF · $10.2BState Street SPDR S&P 500 ETF · $805B

+23.2%3 years · per year$18,683 · $18,174+22.0%

+14.1%5 years · per year$19,380 · $17,099+11.3%

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

2.69%12-mo yield$269 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

4–2FDVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDVV · SPY

7.0%AAPL7.7%

6.5%NVDA7.3%

5.8%MSFT6.2%

2.6%AVGO2.3%

Held in common39.4%

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	AFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
2	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

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	AFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
2	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

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

FDVV vs SPY

FDVV

Fidelity High Dividend ETF

$19,381

SPY

SPDR S&P 500

$17,099

MeasureFDVVSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield2.69%1.03%

5 years, per year+14.1%+11.3%

3 years, per year+23.2%+22.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y11.0%13.6%

4–2measures won
FDVV first

39.4%

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: FDVV, SPY

Today

39.4%most shared, FDVV and SPY

FDVVSPY

FDVV—39.4%

SPY39.4%—

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

Income After Fees on $10,000

$254most kept, FDVV

FDVV$269 − $15 = $254

SPY$103 − $9 = $94

KeptFee

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