FDCF vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricFDCFSPYWinner
Expense Ratio0.50%0.09%
AUM$97M$821.1B
Dividend Yield0.00%1.01%
Holdings43505
YTD Return+6.49%+14.24%
1Y Return+11.16%+21.71%
3Y Return (annualized)+26.62%+22.10%
5Y Return (annualized)-+13.21%
Volatility (annualized)17.6%15.3%
Max Drawdown-22.5%-56.5%
Fund FamilyFidelity Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionApr 16, 2020Jan 22, 1993

FDCF vs SPY Performance

Fidelity Disruptive Communications ETF (FDCF) is a ETF from Fidelity Investments (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year FDCF returned +11.16% while SPY returned +21.71%. Year to date, FDCF is up 6.49% versus a gain of 14.24% for SPY.

Over three years, FDCF compounded at +26.62% per year against +22.10% for SPY. Across the full 3-year window we track, FDCF has the edge at +25.26% annualized vs +8.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDCF has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -22.5% for FDCF and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDCF charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, FDCF currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

19.9%overlap

FDCF and SPY share 17 holdings out of 526 unique holdings combined, representing a 19.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDCFWeight in SPYDifference
NVDA5.35%7.71%2.36%
GOOGL8.38%3.33%5.05%
AAPL2.42%6.83%4.41%
AMZNProProPro
METAProProPro
MSFTProProPro
ANETProProPro
TMUSProProPro
WBDProProPro
APPProProPro
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Frequently Asked Questions

Which is cheaper, FDCF or SPY?

FDCF has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, FDCF or SPY?

Over the past year FDCF returned +11.16% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), FDCF annualized +25.26% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, FDCF or SPY?

FDCF has been the more volatile fund at 17.6% annualized versus 15.3% for SPY. Worst drawdown: FDCF -22.5% vs SPY -56.5%.

Should I hold both FDCF and SPY?

FDCF and SPY have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDCF and SPY?

FDCF and SPY share 17 common holdings with a 19.9% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, FDCF or SPY?

FDCF yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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