FIDU vs SPY

AFIDU

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FIDU $16,537

Lowest cost0.08%FIDU · $8 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common7.7%FIDU and SPY

FIDU

SPY

Fidelity MSCI Industrials Index ETF · $2.3BState Street SPDR S&P 500 ETF · $819B

+19.6%3 years · per year$17,097 · $18,174+22.0%

+10.6%5 years · per year$16,537 · $17,099+11.3%

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

0.96%12-mo yield$96 · $103 on $10k1.03%

−13.6%Worst dropSmaller wins−8.9%

18.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIDU · SPY

5.1%GE0.5%

4.1%CAT0.4%

4.0%RTX0.4%

3.4%GEV0.3%

Held in common7.7%

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%	$818.5B
2	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.96%	−4.2%	+4.9%	+6.1%	+19.6%	+10.6%	−13.6%	$2.3B

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%	$818.5B
2	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.96%	−4.2%	+4.9%	+6.1%	+19.6%	+10.6%	−13.6%	$2.3B

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

FIDU vs SPY

FIDU

Fidelity MSCI Industrials Index

$16,537

SPY

SPDR S&P 500

$17,099

MeasureFIDUSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield0.96%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+19.6%+22.0%

Worst drop · 1Y−13.6%−8.9%

Volatility · 1Y18.9%13.6%

4–1measures won
SPY first

7.7%

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: FIDU, SPY

Today

7.7%most shared, FIDU and SPY

FIDUSPY

FIDU—7.7%

SPY7.7%—

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

FIDU$96 − $8 = $88

KeptFee

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