FMO vs SPGM

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Quick Verdict

SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricFMOSPGM
Fund FamilyFiduciary/Claymore Energy Infrastructure FundSPDR State Street Global Advisors
Expense Ratio-0.09%
AUM$275M$1.5B
Dividend Yield-1.80%
Holdings Count-2,954
Inception Date-2012-02-27
Investment Style-Large Cap Blend
1-Month Return-+3.34%
YTD Return-+2.71%
1-Year Return-+23.81%
3-Year Return-+19.04%
5-Year Return-+12.35%
10-Year Return-+5.47%
Buy Score-76
Momentum Score-59
Value Score-71

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
19
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FMO or SPGM?

Expense ratio data is not currently available.

Do FMO and SPGM hold the same stocks?

FMO and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMO or SPGM?

Historical return data is not currently available for comparison.