SPY vs FVAL5YSPYSPYAvsBFVALFVALState Street SPDR S&P 500 ETF · $792BFidelity Value Factor ETF · $1.4BReturns · dividends in+21.8%3 years · per year$18,083 · $17,868+21.3%+11.8%5 years · per year$17,481 · $17,645+12.0%Cost and income0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%1.00%12-mo yield$100 · $150 on $10k
Overlap: SPY, FVAL, VTIToday85.7%most shared, SPY and VTISPYFVALVTISPY—55.6%85.7%FVAL55.6%—49.5%VTI85.7%49.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.05%+1.3%+12.6%+13.0%+21.7%+10.8%−8.9%$689.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.05%+1.3%+12.6%+13.0%+21.7%+10.8%−8.9%$689.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
VTI vs ITOTYTDVanguardVTIVA+12.6%vsBiSITOTiShares+12.5%Jan 1Nov 11+12.6%+12.5%+12.6%Year to date+12.5%1.1%Yield1.0%$689BAssets$95.3B2–0VTI winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: SPY, FVAL, VTIToday85.7%most shared, SPY and VTISPYFVALVTISPY—55.6%85.7%FVAL55.6%—49.5%VTI85.7%49.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, FVALFVAL$150 − $15 = $135VTI$106 − $3 = $103SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee