FSMD vs SPYM

AFSMD

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FSMD $15,837

Lowest cost0.02%SPYM · $2 on $10k

Most income1.28%FSMD · $128 on $10k

Smallest drop−8.5%FSMD · worst fall in 1Y

Held in common0.9%FSMD and SPYM

FSMD

SPYM

Fidelity Small-Mid Multifactor ETF · $2.5BState Street SPDR Portfolio S&P 500 ETF · $185B

+20.2%3 years · per year$17,362 · $19,186+24.3%

+9.6%5 years · per year$15,838 · $18,126+12.6%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

1.28%12-mo yield$128 · $101 on $10k1.01%

−8.5%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · SPYM

0.6%P0.1%

0.4%INCY0.0%

0.3%SWKS0.0%

0.4%RVTY0.0%

Held in common0.9%

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

Both

5Y2 funds

#			Trend
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%	$185.3B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B

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

FSMD vs SPYM

FSMD

Fidelity Small-Mid Multifactor

$15,838

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFSMDSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.28%1.01%

5 years, per year+9.6%+12.6%

3 years, per year+20.2%+24.3%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.2%12.8%

4–2measures won
SPYM first

0.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM 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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FSMD, SPYM

Today

0.9%most shared, FSMD and SPYM

FSMDSPYM

FSMD—0.9%

SPYM0.9%—

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

SPYM$101 − $2 = $99

KeptFee

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