FDMO vs DSPY
Comparison between FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF) and Tema ETF Trust S&P 500 Historical Weight ETF Strategy (DSPY, ETF).
FDMO vs DSPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDMO
$842M
DSPY
$838M
Expense Ratio
Winner
FDMO
0.15%
DSPY
0.18%
Max Drawdown
FDMO
34.17%
Winner
DSPY
12.15%
Sharpe Ratio
FDMO
1.31
Winner
DSPY
1.64
5Y Beta
FDMO
1.17
Winner
DSPY
0.90
P/E Ratio
FDMO
33.19
Winner
DSPY
28.55
Forward P/E
FDMO
23.22
Winner
DSPY
21.06
PEG Ratio
FDMO
0.42
DSPY
N/A
5Y Dividends CAGR
FDMO
9.85%
DSPY
N/A
5Y EPS CAGR
Winner
FDMO
28.97%
DSPY
23.78%
Debt to Equity
Winner
FDMO
30.24%
DSPY
46.29%
P/S Ratio
FDMO
4.44
Winner
DSPY
3.03
P/B Ratio
FDMO
5.94
Winner
DSPY
4.81
FDMO vs DSPY - Holdings Comparison
FDMO and DSPY have 79 common holdings. Overlap is 34.06%
FDMO's top 25 holdings weight is 58.45%. DSPY's top 25 holdings weight is 35.57%.
| Rank | FDMO | DSPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.79% | NVIDIA CORP (NVDA) - 4.34% |
| #2 | APPLE INC (AAPL) - 7.38% | APPLE INC (AAPL) - 3.54% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.19% | AMAZON.COM INC (AMZN) - 2.27% |
| #4 | AMAZON.COM INC (AMZN) - 3.80% | BROADCOM INC (AVGO) - 2.12% |
| #5 | BROADCOM INC (AVGO) - 3.74% | MICRON TECHNOLOGY INC (MU) - 1.98% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.40% | MICROSOFT CORP (MSFT) - 1.98% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.22% | ADVANCED MICRO DEVICES INC (AMD) - 1.78% |
| #8 | TESLA INC (TSLA) - 1.79% | TESLA INC (TSLA) - 1.54% |
| #9 | ELI LILLY AND CO (LLY) - 1.75% | ALPHABET INC CLASS A (GOOGL) - 1.51% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.73% | META PLATFORMS INC CLASS A (META) - 1.48% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.58% | ELI LILLY AND CO (LLY) - 1.30% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% |
| #13 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.47% | JPMORGAN CHASE & CO (JPM) - 1.23% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.43% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.33% | INTEL CORP (INTC) - 1.14% |
| #16 | KLA CORP (KLAC) - 1.26% | CISCO SYSTEMS INC (CSCO) - 1.06% |
| #17 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.25% | EXXON MOBIL CORP (XOM) - 1.05% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.20% | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #19 | CORNING INC (GLW) - 1.20% | VISA INC CLASS A (V) - 1.01% |
| #20 | EXXON MOBIL CORP (XOM) - 1.18% | WALMART INC (WMT) - 0.96% |
| #21 | COHERENT CORP (COHR) - 1.13% | ANALOG DEVICES INC (ADI) - 0.37% |
| #22 | WALMART INC (WMT) - 1.09% | ARISTA NETWORKS INC (ANET) - 0.37% |
| #23 | CIENA CORP (CIEN) - 1.07% | AMGEN INC (AMGN) - 0.35% |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 1.01% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.35% |
| #25 | n/a (n/a) - 0.98% | TJX COMPANIES INC (TJX) - 0.35% |
| Total Holdings | 139 | 467 |
FDMO vs DSPY - Historical Returns
Returns include dividend reinvestment.
1M
FDMO
+1.43%
Winner
DSPY
+2.48%
3M
Winner
FDMO
+11.85%
DSPY
+7.95%
6M
FDMO
+9.42%
Winner
DSPY
+10.13%
1Y
Winner
FDMO
+28.29%
DSPY
+25.06%
5Y(CAGR)
FDMO
+15.38%
DSPY
N/A
10Y(CAGR)
FDMO
+15.48%
DSPY
N/A
Max(CAGR)
FDMO
+15.48%
Winner
DSPY
+25.16%
FDMO vs DSPY - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FDMO | DSPY |
|---|---|---|
| 2026 | +9.87% | +9.70% |
| 2025 | +21.00% | +18.46% |
| 2024 | +34.43% | N/A |
| 2023 | +25.71% | N/A |
| 2022 | -19.61% | N/A |
| 2021 | +23.81% | N/A |
| 2020 | +20.80% | N/A |
| 2019 | +25.42% | N/A |
| 2018 | -4.72% | N/A |
| 2017 | +23.58% | N/A |
| 2016 | +1.88% | N/A |
FDMO vs DSPY Drawdown Comparison
The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for DSPY was -12.15%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
The current FDMO drawdown is -4.39%. The current DSPY drawdown is -2.42%.
| Rank | FDMO | DSPY |
|---|---|---|
| #1 | -33.93% Feb 19, 2020 - Aug 3, 2020 | -12.15% Apr 2, 2025 - May 12, 2025 |
| #2 | -25.44% Nov 8, 2021 - Dec 27, 2023 | -7.55% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -21.88% Feb 18, 2025 - Jun 24, 2025 | -4.84% Oct 27, 2025 - Dec 10, 2025 |
| #4 | -21.72% Oct 1, 2018 - Jun 10, 2019 | -2.76% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -12.22% Jan 28, 2026 - Apr 17, 2026 | -2.61% May 19, 2025 - Jun 6, 2025 |
| #6 | -12.15% Feb 12, 2021 - Apr 26, 2021 | -2.56% Jul 25, 2025 - Aug 13, 2025 |
| #7 | -10.43% Jan 26, 2018 - Jun 4, 2018 | -2.42% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -10.22% Jul 16, 2024 - Sep 19, 2024 | -2.10% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -9.90% Sep 2, 2020 - Oct 12, 2020 | -1.98% Feb 2, 2026 - Feb 6, 2026 |
| #10 | -8.92% Oct 13, 2020 - Nov 30, 2020 | -1.87% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -7.65% Apr 27, 2021 - Jun 25, 2021 | -1.74% May 14, 2026 - May 22, 2026 |
| #12 | -7.34% Oct 29, 2025 - Jan 5, 2026 | -1.45% Feb 11, 2026 - Feb 25, 2026 |
| #13 | -6.89% Mar 21, 2024 - May 9, 2024 | -1.31% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -6.70% Jul 15, 2019 - Dec 20, 2019 | -1.18% Sep 22, 2025 - Sep 30, 2025 |
| #15 | -5.58% Sep 3, 2021 - Oct 21, 2021 | -1.17% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between FDMO and DSPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2016 - 2026)
FDMO vs DSPY dividend yield comparison.
| Year | FDMO | DSPY |
|---|---|---|
| 2026 | 0.13% | 0.10% |
| 2025 | 0.61% | 0.72% |
| 2024 | 0.90% | 0.00% |
| 2023 | 0.87% | 0.00% |
| 2022 | 1.19% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 0.77% | 0.00% |
| 2019 | 1.23% | 0.00% |
| 2018 | 1.22% | 0.00% |
| 2017 | 1.09% | 0.00% |
| 2016 | 0.45% | 0.00% |
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