FFSM vs SPY

AFFSM

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FFSM $14,248

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.9%FFSM and SPY

FFSM

SPY

Fidelity Fundamental Small-Mid Cap ETF · $1.4BState Street SPDR S&P 500 ETF · $805B

+19.8%3 years · per year$17,201 · $18,174+22.0%

+7.3%5 years · per year$14,248 · $17,099+11.3%

0.43%Expense ratio$43 · $9 on $10k · lower wins0.09%

0.49%12-mo yield$49 · $103 on $10k1.03%

−13.0%Worst dropSmaller wins−8.9%

19.2%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · SPY

0.5%WDC0.2%

0.4%KDP0.1%

0.4%STT0.1%

0.9%VTR0.1%

Held in common0.9%

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	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
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B

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	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
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B

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

FFSM vs SPY

FFSM

Fidelity Fundamental Small-Mid Cap

$14,248

SPY

SPDR S&P 500

$17,099

MeasureFFSMSPY

Fee0.43%0.09%

Cost on $10k a year$43$9

Yield0.49%1.03%

5 years, per year+7.3%+11.3%

3 years, per year+19.8%+22.0%

Worst drop · 1Y−13.0%−8.9%

Volatility · 1Y19.2%13.6%

6–0measures won
SPY first

0.9%

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: FFSM, SPY

Today

0.9%most shared, FFSM and SPY

FFSMSPY

FFSM—0.9%

SPY0.9%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FFSM$49 − $43 = $6

KeptFee

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