FFSM vs SPYM

AFFSM

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FFSM $14,248

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common0.9%FFSM and SPYM

FFSM

SPYM

Fidelity Fundamental Small-Mid Cap ETF · $1.5BState Street SPDR Portfolio S&P 500 ETF · $182B

+19.8%3 years · per year$17,201 · $18,222+22.1%

+7.3%5 years · per year$14,248 · $17,164+11.4%

0.43%Expense ratio$43 · $2 on $10k · lower wins0.02%

0.49%12-mo yield$49 · $106 on $10k1.06%

−13.0%Worst dropSmaller wins−8.9%

19.2%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$1.5B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$1.5B

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 SPYM

FFSM

Fidelity Fundamental Small-Mid Cap

$14,248

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFFSMSPYM

Fee0.43%0.02%

Cost on $10k a year$43$2

Yield0.49%1.06%

5 years, per year+7.3%+11.4%

3 years, per year+19.8%+22.1%

Worst drop · 1Y−13.0%−8.9%

Volatility · 1Y19.2%13.6%

6–0measures won
SPYM 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FFSM, SPYM

Today

0.9%most shared, FFSM and SPYM

FFSMSPYM

FFSM—0.9%

SPYM0.9%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

FFSM$49 − $43 = $6

KeptFee

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