FRDM vs SPY
Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceFRDM has outperformed SPY, delivering a return of +19.0% compared to +13.2%
FRDM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRDM
$3.50B
Winner
SPY
$784B
Expense Ratio
FRDM
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
FRDM
40.49%
SPY
56.47%
Sharpe Ratio
Winner
FRDM
2.29
SPY
1.54
5Y Beta
FRDM
1.03
Winner
SPY
1.00
P/E Ratio
FRDM
N/A
SPY
27.62
Forward P/E
FRDM
N/A
SPY
21.11
5Y Dividends CAGR
Winner
FRDM
25.82%
SPY
6.00%
5Y EPS CAGR
FRDM
N/A
SPY
25.30%
Debt to Equity
FRDM
N/A
SPY
31.11%
P/S Ratio
FRDM
N/A
SPY
3.49
P/B Ratio
FRDM
N/A
SPY
5.30
FRDM vs SPY - Holdings Comparison
FRDM and SPY have 1 common holdings. Overlap is 0.00%
FRDM's top 25 holdings weight is 73.05%. SPY's top 25 holdings weight is 51.24%.
| Rank | FRDM | SPY |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 13.25% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | SK HYNIX INC (n/a) - 10.69% | APPLE INC (AAPL) - 6.81% |
| #3 | n/a (TSM) - 7.81% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | MEDIATEK INC (n/a) - 5.76% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | LATAM AIRLINES GROUP SA (n/a) - 3.55% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | DELTA ELECTRONICS INC (n/a) - 3.50% | BROADCOM INC (AVGO) - 2.77% |
| #7 | VALE SA (n/a) - 2.79% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | BANK POLSKA KASA OPIEKI SA (n/a) - 2.70% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.67% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | BANCO DE CHILE (n/a) - 2.66% | TESLA INC (TSLA) - 1.76% |
| #11 | FALABELLA SA (n/a) - 2.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | MALAYAN BANKING BHD (n/a) - 1.68% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | LPP SA (n/a) - 1.48% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.45% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.32% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.20% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.14% | VISA INC CLASS A (V) - 0.87% |
| #18 | SK SQUARE (n/a) - 1.06% | INTEL CORP (INTC) - 0.85% |
| #19 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.95% | WALMART INC (WMT) - 0.82% |
| #20 | CENCOSUD SA (n/a) - 0.92% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | PLAZA SA SHS (n/a) - 0.89% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | QUANTA COMPUTER INC (n/a) - 0.84% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.83% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | PUBLIC BANK BHD (n/a) - 0.82% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | DINO POLSKA SA (n/a) - 0.79% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 134 | 505 |
FRDM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRDM
+5.76%
SPY
-1.37%
3M
Winner
FRDM
+28.41%
SPY
+12.22%
6M
Winner
FRDM
+43.32%
SPY
+7.20%
1Y
Winner
FRDM
+88.48%
SPY
+23.58%
5Y(CAGR)
Winner
FRDM
+18.98%
SPY
+13.19%
10Y(CAGR)
FRDM
N/A
SPY
+15.12%
Max(CAGR)
Winner
FRDM
+18.65%
SPY
+8.44%
FRDM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FRDM | SPY |
|---|---|---|
| 2026 | +36.32% | +7.95% |
| 2025 | +60.85% | +18.00% |
| 2024 | +3.76% | +25.59% |
| 2023 | +24.18% | +26.72% |
| 2022 | -15.18% | -18.64% |
| 2021 | +4.26% | +30.52% |
| 2020 | +15.00% | +17.28% |
| 2019 | +12.33% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FRDM vs SPY Drawdown Comparison
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FRDM drawdown is -6.27%. The current SPY drawdown is -3.18%.
| Rank | FRDM | SPY |
|---|---|---|
| #1 | -40.49% Jan 13, 2020 - Nov 11, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -29.25% Jan 12, 2022 - Dec 27, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.86% Feb 25, 2026 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.43% Sep 26, 2024 - May 2, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.73% Jul 12, 2024 - Sep 26, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.78% Jun 2, 2026 - Jun 18, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.39% Jul 1, 2019 - Nov 4, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.14% Dec 27, 2023 - Mar 7, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.54% Sep 3, 2021 - Jan 12, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.16% Apr 9, 2024 - May 9, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.75% Feb 16, 2021 - Jun 2, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.39% Nov 7, 2019 - Dec 16, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.27% Jun 22, 2026 - Jun 23, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.26% Nov 3, 2025 - Dec 9, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.14% May 11, 2026 - May 26, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FRDM and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
FRDM vs SPY dividend yield comparison.
| Year | FRDM | SPY |
|---|---|---|
| 2026 | 0.32% | 0.50% |
| 2025 | 2.26% | 1.07% |
| 2024 | 2.53% | 1.21% |
| 2023 | 2.66% | 1.40% |
| 2022 | 2.72% | 1.65% |
| 2021 | 2.17% | 1.20% |
| 2020 | 1.11% | 1.52% |
| 2019 | 1.07% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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