StockComparison Logo
vs

FDMO vs SPY

Comparison between FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFDMO has outperformed SPY, delivering a return of +15.4% compared to +13.3%

FDMO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FDMO
$842M
Winner
SPY
$735B
Expense Ratio
FDMO
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
FDMO
34.17%
SPY
56.47%
Sharpe Ratio
FDMO
1.31
Winner
SPY
1.62
5Y Beta
FDMO
1.17
Winner
SPY
1.00
P/E Ratio
FDMO
33.19
Winner
SPY
28.99
Forward P/E
FDMO
23.22
Winner
SPY
22.37
PEG Ratio
FDMO
0.42
SPY
N/A
5Y Dividends CAGR
Winner
FDMO
9.85%
SPY
5.43%
5Y EPS CAGR
Winner
FDMO
28.97%
SPY
26.05%
Debt to Equity
Winner
FDMO
30.24%
SPY
32.40%
P/S Ratio
FDMO
4.44
Winner
SPY
3.74
P/B Ratio
FDMO
5.94
Winner
SPY
5.61

FDMO vs SPY - Holdings Comparison

FDMO and SPY have 102 common holdings. Overlap is 54.08%

FDMO's top 25 holdings weight is 58.45%. SPY's top 25 holdings weight is 52.37%.

RankFDMOSPY
#1
NVIDIA CORP (NVDA) - 8.79%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 7.38%
APPLE INC (AAPL) - 7.02%
#3
ALPHABET INC CLASS A (GOOGL) - 6.19%
MICROSOFT CORP (MSFT) - 4.79%
#4
AMAZON.COM INC (AMZN) - 3.80%
AMAZON.COM INC (AMZN) - 4.02%
#5
BROADCOM INC (AVGO) - 3.74%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MICRON TECHNOLOGY INC (MU) - 2.40%
BROADCOM INC (AVGO) - 3.10%
#7
META PLATFORMS INC CLASS A (META) - 2.22%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TESLA INC (TSLA) - 1.79%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ELI LILLY AND CO (LLY) - 1.75%
TESLA INC (TSLA) - 1.89%
#10
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.73%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
JPMORGAN CHASE & CO (JPM) - 1.58%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
LAM RESEARCH CORP (LRCX) - 1.48%
ELI LILLY AND CO (LLY) - 1.31%
#13
SANDISK CORP ORDINARY SHARES (SNDK) - 1.47%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
APPLIED MATERIALS INC (AMAT) - 1.43%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
JOHNSON & JOHNSON (JNJ) - 1.33%
EXXON MOBIL CORP (XOM) - 0.97%
#16
KLA CORP (KLAC) - 1.26%
INTEL CORP (INTC) - 0.90%
#17
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.25%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
WESTERN DIGITAL CORP (WDC) - 1.20%
VISA INC CLASS A (V) - 0.85%
#19
CORNING INC (GLW) - 1.20%
WALMART INC (WMT) - 0.81%
#20
EXXON MOBIL CORP (XOM) - 1.18%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
COHERENT CORP (COHR) - 1.13%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
WALMART INC (WMT) - 1.09%
CATERPILLAR INC (CAT) - 0.66%
#23
CIENA CORP (CIEN) - 1.07%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
LUMENTUM HOLDINGS INC (LITE) - 1.01%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
n/a (n/a) - 0.98%
ABBVIE INC (ABBV) - 0.58%
Total Holdings139505

FDMO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FDMO
+1.43%
Winner
SPY
+1.90%
3M
Winner
FDMO
+11.85%
SPY
+8.55%
6M
Winner
FDMO
+9.42%
SPY
+8.18%
1Y
Winner
FDMO
+28.29%
SPY
+25.79%
5Y(CAGR)
Winner
FDMO
+15.38%
SPY
+13.32%
10Y(CAGR)
Winner
FDMO
+15.48%
SPY
+15.19%
Max(CAGR)
Winner
FDMO
+15.48%
SPY
+8.47%

FDMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFDMOSPY
2026+9.87%+8.26%
2025+21.00%+18.00%
2024+34.43%+25.59%
2023+25.71%+26.72%
2022-19.61%-18.64%
2021+23.81%+30.52%
2020+20.80%+17.28%
2019+25.42%+31.09%
2018-4.72%-5.24%
2017+23.58%+20.78%
2016+1.88%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FDMO vs SPY Drawdown Comparison

The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FDMO drawdown is -4.39%. The current SPY drawdown is -2.90%.

RankFDMOSPY
#1-33.93%
Feb 19, 2020 - Aug 3, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.44%
Nov 8, 2021 - Dec 27, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.88%
Feb 18, 2025 - Jun 24, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.72%
Oct 1, 2018 - Jun 10, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.22%
Jan 28, 2026 - Apr 17, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.15%
Feb 12, 2021 - Apr 26, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.43%
Jan 26, 2018 - Jun 4, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.22%
Jul 16, 2024 - Sep 19, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.90%
Sep 2, 2020 - Oct 12, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.92%
Oct 13, 2020 - Nov 30, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.65%
Apr 27, 2021 - Jun 25, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.34%
Oct 29, 2025 - Jan 5, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.89%
Mar 21, 2024 - May 9, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.70%
Jul 15, 2019 - Dec 20, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.58%
Sep 3, 2021 - Oct 21, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FDMO and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

FDMO vs SPY dividend yield comparison.

YearFDMOSPY
20260.13%0.24%
20250.61%1.07%
20240.90%1.21%
20230.87%1.40%
20221.19%1.65%
20210.60%1.20%
20200.77%1.52%
20191.23%1.75%
20181.22%2.04%
20171.09%1.80%
20160.45%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: FDMO vs SPY

More Comparisons

Compare with similar stocks