FTEC vs SPY

AFTEC

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,633FTEC · SPY $17,099

Lowest cost0.08%FTEC · $8 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common36.3%FTEC and SPY

FTEC

SPY

Fidelity MSCI Information Technology Index ETF · $22.1BState Street SPDR S&P 500 ETF · $805B

+28.8%3 years · per year$21,366 · $18,174+22.0%

+15.6%5 years · per year$20,633 · $17,099+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

0.43%12-mo yield$43 · $103 on $10k1.03%

−17.7%Worst dropSmaller wins−8.9%

26.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTEC · SPY

18.2%AAPL7.7%

16.8%NVDA7.3%

13.2%MSFT6.2%

4.2%AVGO2.3%

Held in common36.3%

End-of-day Nov 5, 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	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$22.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

Both

5Y2 funds

#			Trend
1	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$22.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

Cards for this view

FTEC vs SPY

FTEC

Fidelity MSCI Information Technology Index

$20,633

SPY

SPDR S&P 500

$17,099

MeasureFTECSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield0.43%1.03%

5 years, per year+15.6%+11.3%

3 years, per year+28.8%+22.0%

Worst drop · 1Y−17.7%−8.9%

Volatility · 1Y26.6%13.6%

3–3measures won
level

36.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FTEC, SPY

Today

36.3%most shared, FTEC and SPY

FTECSPY

FTEC—36.3%

SPY36.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FTEC$43 − $8 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee