FEMD vs SPY

FEMD vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricFEMDSPYWinner
Expense Ratio0.55%0.09%
AUM$4M$821.1B
Dividend Yield0.00%1.01%
Holdings71505
YTD Return+5.11%+12.22%
1Y Return-+20.83%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)-15.3%
Max Drawdown-11.5%-56.5%
Fund FamilyFirst Eagle InvestmentsState Street Investment Management
CategoryEquityEquity
InceptionJan 27, 2026Jan 22, 1993

FEMD vs SPY Performance

First Eagle Mid Cap Equity ETF (FEMD) is a ETF from First Eagle Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, FEMD is up 5.11% versus a gain of 12.22% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.5% for FEMD and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.01% for SPY.

Holdings Overlap

1.1%overlap

FEMD and SPY share 21 holdings out of 551 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FEMDWeight in SPYDifference
FLEX3.22%0.07%3.15%
URI2.10%0.11%1.99%
TRGP1.99%0.08%1.91%
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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. On a $10,000 investment, that is $46 per year of difference.

What is the holdings overlap between FEMD and SPY?

FEMD and SPY share 21 common holdings with a 1.1% weight overlap. Combined, they hold 551 unique securities.

Which pays a higher dividend, FEMD or SPY?

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

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