FMN vs SPGM

vs

Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2845 holdings.

Side-by-Side Comparison

MetricFMNSPGM
Fund FamilyFederated HermesSPDR State Street Global Advisors
Expense Ratio0.75%0.09%
AUM$16M$1.9B
Dividend Yield4.29%1.80%
Holdings Count1502,985
Inception Date2002-12-202012-02-27
Investment StyleMunicipal BondLarge Cap Blend
1-Month Return+0.32%+4.95%
YTD Return+1.54%+12.26%
1-Year Return+9.39%+33.04%
3-Year Return+4.29%+22.75%
5-Year Return-0.88%+11.73%
10-Year Return+4.02%+5.52%
Buy Score5678
Momentum Score3370
Value Score3965

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
2930
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, FMN or SPGM?

FMN has an expense ratio of 0.75% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do FMN and SPGM hold the same stocks?

FMN and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 2930 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMN or SPGM?

Over the past year, FMN returned +9.39% while SPGM returned +33.04%. SPGM outperformed over this period. Past performance does not guarantee future results.