FPFD vs SPY

AFPFD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income5.75%FPFD · $575 on $10k

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common0.0%FPFD and SPY

FPFD

SPY

Fidelity Preferred Securities & Income ETF · $73MState Street SPDR S&P 500 ETF · $778B

+6.8%3 years · per year$12,178 · $18,118+21.9%

+0.9%5 years · per year$10,464 · $17,493+11.8%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

5.75%12-mo yield$575 · $101 on $10k1.01%

−4.8%Worst dropSmaller wins−8.9%

3.3%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPFD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	0.0%	−1.5%	−1.3%	+6.8%	+0.9%	−4.8%	$73M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	0.0%	−1.5%	−1.3%	+6.8%	+0.9%	−4.8%	$73M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPFD vs SPY

FPFD

Fidelity Preferred Securities & Income

$10,464

SPY

SPDR S&P 500

$17,493

MeasureFPFDSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield5.75%1.01%

5 years, per year+0.9%+11.8%

3 years, per year+6.8%+21.9%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y3.3%13.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FPFD, SPY, VTI

Today

86.0%most shared, SPY and VTI

FPFDSPYVTI

FPFD—0.0%0.0%

SPY0.0%—86.0%

VTI0.0%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$516most kept, FPFD

FPFD$575 − $59 = $516

VTI$106 − $3 = $103

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee