FLDR vs SPGM
Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed FLDR, delivering a return of +11.3% compared to +3.7%
FLDR vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FLDR vs SPGM - Historical Returns
Returns include dividend reinvestment.
FLDR vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FLDR | SPGM |
|---|---|---|
| 2026 | +1.69% | +9.92% |
| 2025 | +5.39% | +23.70% |
| 2024 | +5.78% | +17.65% |
| 2023 | +6.34% | +21.33% |
| 2022 | -0.31% | -17.95% |
| 2021 | -0.16% | +20.77% |
| 2020 | +1.98% | +14.24% |
| 2019 | +4.34% | +27.70% |
| 2018 | +0.94% | -8.85% |
| 2017 | N/A | +25.00% |
| 2016 | N/A | +12.47% |
| 2015 | N/A | +1.18% |
| 2014 | N/A | +13.98% |
| 2013 | N/A | +22.99% |
| 2012 | N/A | +3.69% |
FLDR vs SPGM Drawdown Comparison
The maximum drawdown for FLDR was -12.23%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current SPGM drawdown is -2.70%.
| Rank | FLDR | SPGM |
|---|---|---|
| #1 | -12.23% Mar 5, 2020 - Jun 12, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -2.33% Aug 3, 2021 - Jan 12, 2023 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -1.06% Oct 23, 2018 - Feb 8, 2019 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -0.76% Apr 3, 2025 - May 16, 2025 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -0.68% Mar 13, 2023 - Apr 5, 2023 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -0.53% Dec 11, 2020 - Jul 8, 2021 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -0.47% Feb 27, 2026 - Apr 8, 2026 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -0.28% Oct 11, 2023 - Nov 1, 2023 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -0.28% Sep 4, 2019 - Sep 24, 2019 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -0.27% Oct 2, 2024 - Oct 30, 2024 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -0.24% Mar 28, 2024 - Apr 29, 2024 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -0.23% Sep 29, 2023 - Oct 11, 2023 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -0.22% Sep 3, 2020 - Dec 11, 2020 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -0.22% Sep 11, 2018 - Oct 11, 2018 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -0.21% Dec 6, 2024 - Jan 2, 2025 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between FLDR and SPGM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
FLDR vs SPGM dividend yield comparison.
| Year | FLDR | SPGM |
|---|---|---|
| 2026 | 1.68% | 0.79% |
| 2025 | 4.66% | 1.89% |
| 2024 | 5.50% | 1.98% |
| 2023 | 5.28% | 2.09% |
| 2022 | 2.09% | 2.37% |
| 2021 | 0.51% | 1.94% |
| 2020 | 1.22% | 1.45% |
| 2019 | 2.69% | 3.49% |
| 2018 | 1.38% | 3.77% |
| 2017 | 0.00% | 4.57% |
| 2016 | 0.00% | 3.74% |
| 2015 | 0.00% | 7.40% |
| 2014 | 0.00% | 4.37% |
| 2013 | 0.00% | 3.49% |
| 2012 | 0.00% | 4.52% |
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