FFEM vs SPY

FFEM vs SPY
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Quick Verdict

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

Lower Fees: SPYHigher Returns: FFEMMore Diversified: SPY

Side-by-Side Comparison

MetricFFEMSPYWinner
Expense Ratio0.60%0.09%
AUM$62M$821.1B
Dividend Yield1.26%1.01%
Holdings118505
YTD Return+23.56%+13.70%
1Y Return+44.74%+21.44%
3Y Return (annualized)-+22.50%
5Y Return (annualized)-+13.24%
Volatility (annualized)18.0%15.3%
Max Drawdown-16.3%-56.5%
Fund FamilyFidelity Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionNov 19, 2024Jan 22, 1993

FFEM vs SPY Performance

Fidelity Fundamental Emerging Markets ETF (FFEM) 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 FFEM returned +44.74% while SPY returned +21.44%. Year to date, FFEM is up 23.56% versus a gain of 13.70% for SPY.

Risk: Volatility and Drawdowns

FFEM has been the more volatile fund, with annualized monthly volatility of 18.0% 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 -16.3% for FFEM 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFEM charges 0.60% per year while SPY charges 0.09%. On a $10,000 position that is $60 vs $9 annually, a gap of $51 per year that compounds over a long holding period. On income, FFEM currently yields 1.26% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

FFEM and SPY share 0 holdings out of 610 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FFEM or SPY?

FFEM has an expense ratio of 0.60% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, FFEM or SPY?

Over the past year FFEM returned +44.74% vs +21.44% for SPY, so FFEM leads on 1-year performance. Over the longest common window we track (2 years), FFEM annualized +37.39% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, FFEM or SPY?

FFEM has been the more volatile fund at 18.0% annualized versus 15.3% for SPY. Worst drawdown: FFEM -16.3% vs SPY -56.5%.

Should I hold both FFEM and SPY?

FFEM and SPY have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FFEM and SPY?

FFEM and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 610 unique securities.

Which pays a higher dividend, FFEM or SPY?

FFEM yields 1.26% while SPY yields 1.01%, so FFEM currently pays the higher dividend yield.

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