Both FMK and SPY are ETFs. FMK has a higher 5-year return than SPY (10.92% vs 10.67%). FMK has a lower expense ratio than SPY (0.06% vs 0.09%). Below is the comparison between FMK and SPY.
| FMK | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 83 |
| Category | Large Blend | Large Blend |
| Family | First Trust | State Street Global Advisors |
| Net Assets | $2.42B | N/A |
| Expense Ratio | 0.06% | 0.09% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.36% | 1.55% |
| Underlying Index | NASDAQ AlphaDEX Mega Cap Index | S&P 500 |
| YTD Return | 11.29% | 8.84% |
| 1-Year Return | 14.43% | 6.13% |
| 3-Year Return | 9.72% | 13.70% |
| 5-Year Return | 10.92% | 10.67% |
| 10-Year Return | 0.00% | 11.69% |
FMK
FMK description
The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.
FMK performance & returns
| YTD Return | 11.29% |
| 1-Month Return | 15.55% |
| 3-Month Return | 6.09% |
| 1-Year Return | 14.43% |
| 3-Year Return | 9.72% |
| 5-Year Return | 10.92% |
| 10-Year Return | 0.00% |
FMK holdings
Top 10 Holdings (33.71% of Total Assets)
FMK pros
The following are FMK strengths from our perspective:
- FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.
FMK cons
None that we could think of.Other relevant FMK comparisons
You may also want to check out the following FMK comparisons that investors often look for on Finny
- FMK vs DIA
- FMK vs DLN
- FMK vs CDC
- FMK vs CFO
- FMK vs CFA
- FMK vs CSM
- FMK vs DUSA
- FMK vs DJD
- FMK vs CAPE
- FMK vs DTN
SPY
SPY description
SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.
SPY performance & returns
| YTD Return | 8.84% |
| 1-Month Return | 2.11% |
| 3-Month Return | 5.01% |
| 1-Year Return | 6.13% |
| 3-Year Return | 13.70% |
| 5-Year Return | 10.67% |
| 10-Year Return | 11.69% |
SPY holdings
Top 10 Holdings (27.84% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 7.24% |
| Microsoft Corp | MSFT | 6.56% |
| Amazon.com Inc | AMZN | 2.70% |
| NVIDIA Corp | NVDA | 1.96% |
| Alphabet Inc Class A | GOOGL | 1.83% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
| Alphabet Inc Class C | GOOG | 1.61% |
| Meta Platforms Inc Class A | META | 1.53% |
| Exxon Mobil Corp | XOM | 1.40% |
| UnitedHealth Group Inc | UNH | 1.32% |
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 11.7%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.
SPY cons
The following are SPY weaknesses from our perspective:
- SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SPY comparisons
You may also want to check out the following SPY comparisons that investors often look for on Finny
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs VTI
- SPY vs DIA
- SPY vs DLN
- SPY vs FMK
- SPY vs CDC
- SPY vs CFO
- SPY vs CFA
- SPY vs CSM
- SPY vs DUSA
- SPY vs DJD
- SPY vs CAPE