FENY vs SPY

AFENY

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$24,680FENY · SPY $17,493

Lowest cost0.08%FENY · $8 on $10k

Most income2.32%FENY · $232 on $10k

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

Held in common3.4%FENY and SPY

FENY

SPY

Fidelity MSCI Energy Index ETF · $2.4BState Street SPDR S&P 500 ETF · $778B

+15.2%3 years · per year$15,289 · $18,118+21.9%

+19.8%5 years · per year$24,680 · $17,493+11.8%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

2.32%12-mo yield$232 · $101 on $10k1.01%

−14.9%Worst dropSmaller wins−8.9%

23.3%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFENY · SPY

23.5%XOM1.1%

15.2%CVX0.7%

6.5%COP0.3%

4.3%MPC0.2%

Held in common3.4%

End-of-day Nov 9, 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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.32%	+0.6%	+39.4%	+42.5%	+15.2%	+19.8%	−14.9%	$2.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.32%	+0.6%	+39.4%	+42.5%	+15.2%	+19.8%	−14.9%	$2.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FENY vs SPY

FENY

Fidelity MSCI Energy Index

$24,680

SPY

SPDR S&P 500

$17,493

MeasureFENYSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.32%1.01%

5 years, per year+19.8%+11.8%

3 years, per year+15.2%+21.9%

Worst drop · 1Y−14.9%−8.9%

Volatility · 1Y23.3%13.7%

3–3measures won
level

3.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FENY, SPY

Today

3.4%most shared, FENY and SPY

FENYSPY

FENY—3.4%

SPY3.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$224most kept, FENY

FENY$232 − $8 = $224

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee