FESM vs SPYM

AFESM

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VOO $17,393

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common0.0%FESM and SPYM

Fidelity Enhanced Small Cap ETF · $6.7BState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.28%Expense ratio$28 · $2 on $10k · lower wins0.02%

0.87%12-mo yield$87 · $102 on $10k1.02%

Cards for this view

FESM

Fidelity Enhanced Small Cap

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureFESMSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield0.87%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y18.7%13.7%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.87%	−1.4%	+21.1%	+23.0%	new	new	−10.2%	$6.7B

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.87%	−1.4%	+21.1%	+23.0%	new	new	−10.2%	$6.7B

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