FSEC vs SPYM

AFSEC

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income4.55%FSEC · $455 on $10k

Smallest drop−5.0%FSEC · worst fall in 1Y

Held in common[…]FSEC and SPYM

FSEC

SPYM

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BState Street SPDR Portfolio S&P 500 ETF · $182B

+6.9%3 years · per year$12,199 · $19,186+24.3%

+0.4%5 years · per year$10,207 · $18,126+12.6%

0.36%Expense ratio$36 · $2 on $10k · lower wins0.02%

4.55%12-mo yield$455 · $101 on $10k1.01%

−5.0%Worst dropSmaller wins−8.9%

4.6%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSEC · SPYM

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

Held in common[…]

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 Four

5Y4 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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
4	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

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

All Four

5Y4 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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
4	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

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

FSEC vs SPYM

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,207

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFSECSPYM

Fee0.36%0.02%

Cost on $10k a year$36$2

Yield4.55%1.01%

5 years, per year+0.4%+12.6%

3 years, per year+6.9%+24.3%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y4.6%12.8%

3–3measures won
level

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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: FSEC, SPYM, SPY, VTI

Today

99.8%most shared, SPYM and SPY

FSECSPYMSPYVTI

FSEC—[…][…][…]

SPYM[…]—99.8%87.0%

SPY[…]99.8%—86.9%

VTI[…]87.0%86.9%—

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

Income After Fees on $10,000

$419most kept, FSEC

FSEC$455 − $36 = $419

VTI$105 − $3 = $102

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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