FRNW vs SPYM

AFRNW

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · FRNW $7,944

Lowest cost0.02%SPYM · $2 on $10k

Most income1.17%FRNW · $117 on $10k

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

Held in common0.5%FRNW and SPYM

FRNW

SPYM

Fidelity Clean Energy ETF · $91MState Street SPDR Portfolio S&P 500 ETF · $185B

+16.1%3 years · per year$15,667 · $19,092+24.1%

−4.5%5 years · per year$7,944 · $17,749+12.2%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

1.17%12-mo yield$117 · $103 on $10k1.03%

−28.4%Worst dropSmaller wins−8.9%

27.3%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRNW · SPYM

4.5%GEV0.4%

3.8%BE0.1%

4.1%FSLR0.0%

Held in common0.5%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AFRNW	Fidelity Clean Energy ETFRead Desk		0.39%	1.17%	+3.3%	+3.8%	−1.2%	+16.1%	−4.5%	−28.4%	$91M

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AFRNW	Fidelity Clean Energy ETFRead Desk		0.39%	1.17%	+3.3%	+3.8%	−1.2%	+16.1%	−4.5%	−28.4%	$91M

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

Cards for this view

FRNW vs SPYM

FRNW

Fidelity Clean Energy

$7,944

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureFRNWSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield1.17%1.03%

5 years, per year−4.5%+12.2%

3 years, per year+16.1%+24.1%

Worst drop · 1Y−28.4%−8.9%

Volatility · 1Y27.3%12.7%

5–1measures won
SPYM first

0.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FRNW, SPYM

Today

0.5%most shared, FRNW and SPYM

FRNWSPYM

FRNW—0.5%

SPYM0.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

FRNW$117 − $39 = $78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee