Compare/Updated Oct 26, 2026, refreshed every trading day
SPYM vs FXAIX
State Street SPDR Portfolio S&P 500 ETF against Fidelity 500 Index Fund: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SPYM did better over the 1,000-trading-day period: $1,000 invested on October 28, 2022 grew to $2,064, a 106.4% return, versus $2,023 and 102.3% for FXAIX. SPYM also led across the stated 1-month, 3-month, 6-month, YTD, 1-year, and 3-year periods. The advantage likely matters because both funds provide highly similar S&P 500 exposure, while SPYM’s 0.02% expense ratio is explicitly provided and helps support its edge; no FXAIX expense ratio was provided. Risk was nearly identical: 12-month volatility was 12.7% for SPYM versus 12.6% for FXAIX, and worst drawdown was -18.7% versus -19.0%, respectively. Their daily-move correlation was 0.982, with SPYM outperforming in 30 of the last 48 months, although the typical monthly gap was only 0.05 percentage points.
- Price is above its 200-day average ($85); 50-day at $90.
- RSI 42, neutral. Supertrend says sell. ADX 15, so the trend is weak.
- Technical indicators are not available for this ticker yet.
Head to head
Which has returned more, SPYM or FXAIX?
SPYM beat FXAIX in 30 of the last 48 months; FXAIX won the other 18. The typical monthly gap was 0.05 points.
Total return by period
Which is riskier?
Both: Feb 19, 2025 to Apr 8, 2025
- 0.982
- correlation of daily moves, 4 years
- 0.98
- SPYM move per 1% in FXAIX
- 0.930
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.05 points.
When did they diverge?
| Month | SPYM | FXAIX | Gap |
|---|---|---|---|
| October 2025 | +2.4% | +2.0% | +0.38 pts |
| July 2026 | +0.0% | -0.3% | +0.35 pts |
| July 2025 | +2.3% | +1.9% | +0.34 pts |
| December 2025 | +0.1% | -0.2% | +0.33 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with SPYM and FXAIX?
- Price
- $264.99
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