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FMED vs SPY

Comparison between FIDELITY DISRUPTIVE MEDICINE ETF (FMED, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

FMED vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FMED
$58M
Winner
SPY
$735B
Expense Ratio
FMED
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
FMED
21.84%
SPY
56.47%
Sharpe Ratio
FMED
0.08
Winner
SPY
1.62
5Y Beta
Winner
FMED
0.79
SPY
1.00
P/E Ratio
Winner
FMED
-33.03
SPY
28.99
Forward P/E
Winner
FMED
21.16
SPY
22.37
5Y Dividends CAGR
FMED
N/A
SPY
5.43%
5Y EPS CAGR
FMED
N/A
SPY
26.05%
Debt to Equity
Winner
FMED
13.07%
SPY
32.40%
P/S Ratio
FMED
4.78
Winner
SPY
3.74
P/B Ratio
Winner
FMED
4.55
SPY
5.61

FMED vs SPY - Holdings Comparison

FMED and SPY have 15 common holdings. Overlap is 2.17%

FMED's top 25 holdings weight is 70.29%. SPY's top 25 holdings weight is 52.37%.

RankFMEDSPY
#1
n/a (n/a) - 12.50%
NVIDIA CORP (NVDA) - 8.10%
#2
UCB SA (n/a) - 4.73%
APPLE INC (AAPL) - 7.02%
#3
n/a (LFST) - 4.25%
MICROSOFT CORP (MSFT) - 4.79%
#4
DANAHER CORP (DHR) - 3.28%
AMAZON.COM INC (AMZN) - 4.02%
#5
INTUITIVE SURGICAL INC (ISRG) - 3.04%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
COGENT BIOSCIENCES INC (COGT) - 2.81%
BROADCOM INC (AVGO) - 3.10%
#7
ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.77%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
n/a (TXG) - 2.74%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ARGENX SE ADR (ARGX) - 2.73%
TESLA INC (TSLA) - 1.89%
#10
LEGEND BIOTECH CORP ADR (LEGN) - 2.53%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASCENDIS PHARMA AS (ASND) - 2.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
UNITEDHEALTH GROUP INC (UNH) - 2.26%
ELI LILLY AND CO (LLY) - 1.31%
#13
EDWARDS LIFESCIENCES CORP (EW) - 2.17%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MODERNA INC (MRNA) - 2.13%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BIO-TECHNE CORP (TECH) - 2.11%
EXXON MOBIL CORP (XOM) - 0.97%
#16
KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 2.00%
INTEL CORP (INTC) - 0.90%
#17
XENON PHARMACEUTICALS INC (XENE) - 1.92%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
INSMED INC (INSM) - 1.85%
VISA INC CLASS A (V) - 0.85%
#19
SARTORIUS STEDIM BIOTECH SA (n/a) - 1.83%
WALMART INC (WMT) - 0.81%
#20
HEARTFLOW INC (HTFL) - 1.76%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VAXCYTE INC ORDINARY SHARES (PCVX) - 1.75%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
BOSTON SCIENTIFIC CORP (BSX) - 1.74%
CATERPILLAR INC (CAT) - 0.66%
#23
CRINETICS PHARMACEUTICALS INC (CRNX) - 1.73%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.73%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
VEEVA SYSTEMS INC CLASS A (VEEV) - 1.64%
ABBVIE INC (ABBV) - 0.58%
Total Holdings72505

FMED vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FMED
-2.10%
Winner
SPY
+1.90%
3M
FMED
-3.48%
Winner
SPY
+8.55%
6M
FMED
-13.37%
Winner
SPY
+8.18%
1Y
FMED
+3.18%
Winner
SPY
+25.79%
5Y(CAGR)
FMED
N/A
SPY
+13.32%
10Y(CAGR)
FMED
N/A
SPY
+15.19%
Max(CAGR)
FMED
-0.81%
Winner
SPY
+8.47%

FMED vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMEDSPY
2026-8.66%+8.26%
2025+9.24%+18.00%
2024+2.42%+25.59%
2023-4.20%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+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%

FMED vs SPY Drawdown Comparison

The maximum drawdown for FMED was -21.84%, occurring on Oct 30, 2023. Recovery took 151 trading sessions.

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

The current FMED drawdown is -14.83%. The current SPY drawdown is -2.90%.

RankFMEDSPY
#1-21.84%
Jul 21, 2023 - Feb 27, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.46%
Jan 30, 2025 - Oct 27, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.33%
Nov 28, 2025 - Mar 30, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.49%
Feb 27, 2024 - Aug 21, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.13%
Sep 19, 2024 - Dec 4, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.80%
Dec 4, 2024 - Jan 30, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.70%
Oct 27, 2025 - Nov 11, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.36%
Jun 13, 2023 - Jul 21, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.91%
Aug 29, 2024 - Sep 12, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.33%
Nov 12, 2025 - Nov 19, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.82%
Sep 16, 2024 - Sep 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.51%
Nov 19, 2025 - Nov 21, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.40%
Aug 23, 2024 - Aug 27, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.16%
Aug 27, 2024 - Aug 29, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.12%
Aug 21, 2024 - Aug 23, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FMED and SPY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

Dividend Comparison (1999 - 2026)

FMED vs SPY dividend yield comparison.

YearFMEDSPY
20260.00%0.24%
20250.00%1.07%
20240.46%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%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%

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