FFLG vs SPYM

AFFLG

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · FFLG $14,008

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common46.2%FFLG and SPYM

FFLG

SPYM

Fidelity Fundamental Large Cap Growth ETF · $596MState Street SPDR Portfolio S&P 500 ETF · $178B

+23.5%3 years · per year$18,836 · $18,082+21.8%

+7.0%5 years · per year$14,008 · $17,192+11.4%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

0.08%12-mo yield$8 · $105 on $10k1.05%

−16.5%Worst dropSmaller wins−8.9%

23.2%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLG · SPYM

9.6%AAPL7.9%

15.5%NVDA6.9%

6.5%MSFT6.3%

3.2%AMZN4.0%

Held in common46.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AFFLG	Fidelity Fundamental Large Cap Growth ETFRead Desk		0.38%	0.08%	+2.0%	+0.1%	−0.3%	+23.5%	+7.0%	−16.5%	$596M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AFFLG	Fidelity Fundamental Large Cap Growth ETFRead Desk		0.38%	0.08%	+2.0%	+0.1%	−0.3%	+23.5%	+7.0%	−16.5%	$596M

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

FFLG vs SPYM

FFLG

Fidelity Fundamental Large Cap Growth

$14,008

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFFLGSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield0.08%1.05%

5 years, per year+7.0%+11.4%

3 years, per year+23.5%+21.8%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y23.2%13.6%

5–1measures won
SPYM first

46.2%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FFLG, SPYM

Today

46.2%most shared, FFLG and SPYM

FFLGSPYM

FFLG—46.2%

SPYM46.2%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

FFLG$8 − $38 = −$30

KeptFee

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