FSMD vs SPYX
Comparison between FIDELITY SMALL-MID MULTIFACTOR ETF (FSMD, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceSPYX has outperformed FSMD, delivering a return of +12.9% compared to +10.2%
FSMD vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSMD
$2.60B
Winner
SPYX
$2.70B
Expense Ratio
Winner
FSMD
0.15%
SPYX
0.20%
Max Drawdown
FSMD
40.93%
Winner
SPYX
33.23%
Sharpe Ratio
FSMD
1.25
Winner
SPYX
1.38
5Y Beta
Winner
FSMD
0.95
SPYX
0.99
P/E Ratio
Winner
FSMD
21.56
SPYX
26.44
Forward P/E
Winner
FSMD
15.93
SPYX
21.29
PEG Ratio
FSMD
N/A
SPYX
0.33
5Y Dividends CAGR
Winner
FSMD
10.17%
SPYX
5.35%
5Y EPS CAGR
FSMD
15.68%
Winner
SPYX
26.21%
Debt to Equity
Winner
FSMD
28.15%
SPYX
48.56%
P/S Ratio
Winner
FSMD
1.66
SPYX
3.75
P/B Ratio
Winner
FSMD
2.77
SPYX
5.70
FSMD vs SPYX - Holdings Comparison
FSMD and SPYX have 36 common holdings. Overlap is 1.07%
FSMD's top 25 holdings weight is 15.80%. SPYX's top 25 holdings weight is 52.72%.
| Rank | FSMD | SPYX |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.00% | NVIDIA CORP (NVDA) - 7.93% |
| #2 | n/a (n/a) - 1.16% | APPLE INC (AAPL) - 7.73% |
| #3 | COMFORT SYSTEMS USA INC (FIX) - 0.88% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 0.86% | AMAZON.COM INC (AMZN) - 3.94% |
| #5 | CIENA CORP (CIEN) - 0.83% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | FLEX LTD (FLEX) - 0.73% | BROADCOM INC (AVGO) - 2.88% |
| #7 | COHERENT CORP (COHR) - 0.73% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.57% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | CASEY'S GENERAL STORES INC (CASY) - 0.53% | TESLA INC (TSLA) - 1.68% |
| #10 | TECHNIPFMC PLC (FTI) - 0.49% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #11 | EMCOR GROUP INC (EME) - 0.49% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | ANGLOGOLD ASHANTI PLC (AU) - 0.47% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | TAPESTRY INC (TPR) - 0.46% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | ATI INC (ATI) - 0.42% | VISA INC CLASS A (V) - 0.96% |
| #16 | NVENT ELECTRIC PLC (NVT) - 0.40% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #17 | CURTISS-WRIGHT CORP (CW) - 0.40% | WALMART INC (WMT) - 0.79% |
| #18 | MKS INC (MKSI) - 0.39% | INTEL CORP (INTC) - 0.74% |
| #19 | UNITED THERAPEUTICS CORP (UTHR) - 0.38% | ABBVIE INC (ABBV) - 0.72% |
| #20 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.37% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #21 | STERLING INFRASTRUCTURE INC (STRL) - 0.37% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #22 | WOODWARD INC (WWD) - 0.37% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #23 | EVERPURE INC CLASS A (P) - 0.36% | APPLIED MATERIALS INC (AMAT) - 0.67% |
| #24 | MASTEC INC (MTZ) - 0.35% | BANK OF AMERICA CORP (BAC) - 0.64% |
| #25 | TD SYNNEX CORP (SNX) - 0.33% | CATERPILLAR INC (CAT) - 0.64% |
| Total Holdings | 583 | 493 |
FSMD vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
FSMD
+0.12%
Winner
SPYX
+2.40%
3M
FSMD
+3.70%
Winner
SPYX
+5.33%
6M
FSMD
+10.02%
Winner
SPYX
+11.98%
1Y
Winner
FSMD
+25.54%
SPYX
+22.42%
5Y(CAGR)
FSMD
+10.24%
Winner
SPYX
+12.85%
10Y(CAGR)
FSMD
N/A
SPYX
+15.33%
Max(CAGR)
FSMD
+11.97%
Winner
SPYX
+14.83%
FSMD vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FSMD | SPYX |
|---|---|---|
| 2026 | +17.52% | +12.75% |
| 2025 | +8.92% | +18.23% |
| 2024 | +15.63% | +26.04% |
| 2023 | +17.73% | +27.44% |
| 2022 | -11.54% | -19.97% |
| 2021 | +27.63% | +30.12% |
| 2020 | +8.61% | +18.84% |
| 2019 | +8.81% | +31.63% |
| 2018 | N/A | -4.86% |
| 2017 | N/A | +22.61% |
| 2016 | N/A | +12.60% |
| 2015 | N/A | -2.02% |
FSMD vs SPYX Drawdown Comparison
The maximum drawdown for FSMD was -40.66%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current FSMD drawdown is -1.80%. The current SPYX drawdown is -0.36%.
| Rank | FSMD | SPYX |
|---|---|---|
| #1 | -40.66% Feb 19, 2020 - Nov 23, 2020 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -22.16% Nov 25, 2024 - Sep 11, 2025 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -20.63% Nov 16, 2021 - Dec 14, 2023 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -8.43% Feb 26, 2026 - Apr 13, 2026 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -7.33% May 3, 2019 - Jul 24, 2019 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -7.32% Jul 31, 2024 - Aug 30, 2024 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -7.15% Mar 28, 2024 - May 15, 2024 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -6.03% Jul 26, 2019 - Oct 28, 2019 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -5.92% Sep 18, 2025 - Dec 10, 2025 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -5.53% Jun 11, 2021 - Aug 11, 2021 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -5.44% Mar 15, 2021 - Apr 14, 2021 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -5.35% Jun 30, 2026 - Jul 29, 2026 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -5.01% Sep 2, 2021 - Oct 20, 2021 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -4.72% Aug 30, 2024 - Sep 19, 2024 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -4.70% May 7, 2021 - Jun 8, 2021 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between FSMD and SPYX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
FSMD vs SPYX dividend yield comparison.
| Year | FSMD | SPYX |
|---|---|---|
| 2026 | 0.65% | 0.42% |
| 2025 | 1.33% | 0.91% |
| 2024 | 1.29% | 1.05% |
| 2023 | 1.37% | 1.21% |
| 2022 | 1.54% | 1.41% |
| 2021 | 1.18% | 1.04% |
| 2020 | 1.32% | 1.33% |
| 2019 | 1.37% | 1.56% |
| 2018 | 0.00% | 1.92% |
| 2017 | 0.00% | 1.68% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 0.16% |
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