FIDU vs SPYM

AFIDU

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common7.9%FIDU and SPYM

FIDU

SPYM

Fidelity MSCI Industrials Index ETF · $2.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.6%3 years · per year$17,986 · $19,186+24.3%

+11.9%5 years · per year$17,532 · $18,126+12.6%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

0.92%12-mo yield$92 · $101 on $10k1.01%

−12.4%Worst dropSmaller wins−8.9%

18.4%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFIDU · SPYM

4.9%GE0.5%

4.3%CAT0.4%

4.1%RTX0.4%

3.7%GEV0.4%

Held in common7.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk	0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk	0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIDU vs SPYM

FIDU

Fidelity MSCI Industrials Index

$17,532

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFIDUSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield0.92%1.01%

5 years, per year+11.9%+12.6%

3 years, per year+21.6%+24.3%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y18.4%12.8%

6–0measures won
SPYM first

7.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FIDU, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FIDUSPYMSPY

FIDU—7.9%7.9%

SPYM7.9%—99.8%

SPY7.9%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

FIDU$92 − $8 = $84

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee