FEMD vs SPY

FEMD vs SPY

Which is better, FEMD or SPY?

Mid Cap Value against Large Cap Blend.

SPY has a lower expense ratio. FEMD is less concentrated, with 21.7% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYLess Concentrated: FEMD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFEMDSPY
Expense Ratio0.55%0.09%Best
AUM$4M$804.7B
Dividend Yield0.00%0.98%
Holdings69505
YTD Return+0.36%+11.52%Best
1Y Return-+17.48%
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Top 10 Weight21.7%Best38.0%
Fund FamilyFirst Eagle InvestmentsState Street Investment Management
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionJan 27, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

FEMD vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

FEMD vs SPY Performance

First Eagle Mid Cap Equity ETF (FEMD) is an ETF from First Eagle Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, FEMD is up 0.36% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

FEMD charges 0.55% per year while SPY charges 0.09%. On a $10,000 position that is $55 vs $9 annually, a gap of $46 per year that compounds over a long holding period. On income, FEMD currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

FEMD already in SPY30.8%
SPY already in FEMD1.3%

30.8% of FEMD's money is in holdings SPY also owns. 1.3% of SPY's money is in holdings FEMD also owns.

The two portfolios partly overlap.

22 positions in common, counted across the 73 positions we hold weights for in FEMD and 504 in SPY, against full books of 69 and 505.

What only one of them owns

Our book lists 472 positions for SPY that do not appear in our book for FEMD (98.2% of the fund), and 45 for FEMD that do not appear in SPY (64.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FEMDWeight in SPYDifference
GEHCGe Healthcare Technologies Inc2.39%0.05%2.34%
TRGPTarga Resources Corp.2.12%0.08%2.04%
STESteris Plc2.01%0.03%1.98%
DGXQuest Diagnostics Inc.1.93%0.04%1.89%
OKEOneok Inc.1.86%0.08%1.78%
RJFRaymond James Financial Inc.1.76%0.05%1.71%
WDAYWorkday, Inc., Class A1.71%0.05%1.66%
RFRegions Financial Corp.1.70%0.04%1.66%
TDYTeledyne Technologies Inc1.69%0.05%1.64%
ODFLOld Dominion Freight Line Inc1.55%0.06%1.49%

30.8% of FEMD is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FEMDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FEMD or SPY?

FEMD has an expense ratio of 0.55% while SPY charges 0.09%. SPY is the cheaper option, by $46 a year on a $10,000 investment.

What is the holdings overlap between FEMD and SPY?

30.8% of FEMD's money is in holdings SPY also owns. 1.3% of SPY's is in holdings FEMD also owns. They hold 22 positions in common, counted across the 73 positions we hold weights for in FEMD and 504 in SPY.

Which pays a higher dividend, FEMD or SPY?

FEMD yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than FEMD?

SPY has a lower expense ratio. FEMD is less concentrated, with 21.7% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.