FELV vs SPY

AFELV

BSPY

Measures won3–1FELV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.39%FELV · $139 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common47.6%FELV and SPY

FELV

SPY

Fidelity Enhanced Large Cap Value ETF · $3.7BState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

1.39%12-mo yield$139 · $103 on $10k1.03%

−6.8%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

3–1FELV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFELV · SPY

6.4%AAPL7.9%

4.8%MSFT6.3%

6.2%AMZN4.0%

3.4%BRK-B1.7%

Held in common47.6%

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	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B

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	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B

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

FELV vs SPY

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

SPY

SPDR S&P 500

$17,118

MeasureFELVSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield1.39%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.2%13.6%

3–1measures won
FELV first

47.6%

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: FELV, SPY

Today

47.6%most shared, FELV and SPY

FELVSPY

FELV—47.6%

SPY47.6%—

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

Income After Fees on $10,000

$121most kept, FELV

FELV$139 − $18 = $121

SPY$103 − $9 = $94

KeptFee

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