FMET vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricFMETSPYWinner
Expense Ratio0.39%0.09%
AUM$44M$789.1B
Dividend Yield0.52%1.01%
Holdings55505
YTD Return+6.00%+13.39%
1Y Return+10.22%+22.52%
3Y Return (annualized)+15.80%+21.36%
5Y Return (annualized)-+13.19%
Volatility (annualized)22.1%15.3%
Max Drawdown-29.2%-56.5%
Fund FamilyFidelity Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionApr 19, 2022Jan 22, 1993

FMET vs SPY Performance

Fidelity Metaverse ETF (FMET) 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 FMET returned +10.22% while SPY returned +22.52%. Year to date, FMET is up 6.00% versus a gain of 13.39% for SPY.

Over three years, FMET compounded at +15.80% per year against +21.36% for SPY. Across the full 4-year window we track, FMET has the edge at +11.85% annualized vs +8.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FMET has been the more volatile fund, with annualized monthly volatility of 22.1% 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 -29.2% for FMET 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FMET charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, FMET currently yields 0.52% against 1.01% for SPY.

Holdings Overlap

20.9%overlap

FMET and SPY share 16 holdings out of 536 unique holdings combined, representing a 20.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FMETWeight in SPYDifference
NVDA4.46%7.31%2.85%
AAPL4.53%7.09%2.56%
MSFT4.25%4.43%0.18%
GOOGLProProPro
AMDProProPro
METAProProPro
EQIXProProPro
QCOMProProPro
ADBEProProPro
DLRProProPro
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Frequently Asked Questions

Which is cheaper, FMET or SPY?

FMET has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, FMET or SPY?

Over the past year FMET returned +10.22% vs +22.52% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), FMET annualized +11.85% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, FMET or SPY?

FMET has been the more volatile fund at 22.1% annualized versus 15.3% for SPY. Worst drawdown: FMET -29.2% vs SPY -56.5%.

Should I hold both FMET and SPY?

FMET and SPY have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FMET and SPY?

FMET and SPY share 16 common holdings with a 20.9% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, FMET or SPY?

FMET yields 0.52% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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