FPRO 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

MetricFPROSPYWinner
Expense Ratio0.57%0.09%
AUM$17M$821.1B
Dividend Yield2.45%1.01%
Holdings43505
YTD Return+14.67%+14.24%
1Y Return+14.42%+21.71%
3Y Return (annualized)+10.36%+22.10%
5Y Return (annualized)+2.57%+13.21%
Volatility (annualized)18.7%15.3%
Max Drawdown-32.8%-56.5%
Fund FamilyFidelity Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionFeb 2, 2021Jan 22, 1993

FPRO vs SPY Performance

Fidelity Real Estate Investment ETF (FPRO) 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 FPRO returned +14.42% while SPY returned +21.71%. Year to date, FPRO is up 14.67% versus a gain of 14.24% for SPY.

Over three years, FPRO compounded at +10.36% per year against +22.10% for SPY; over five years the annualized figures are +2.57% and +13.21% respectively. Across the full 6-year window we track, SPY has the edge at +8.86% annualized vs +6.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FPRO has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -32.8% for FPRO 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FPRO charges 0.57% per year while SPY charges 0.09%. On a $10,000 position that is $57 vs $9 annually, a gap of $48 per year that compounds over a long holding period. On income, FPRO currently yields 2.45% against 1.01% for SPY.

Holdings Overlap

1.6%overlap

FPRO and SPY share 21 holdings out of 526 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FPROWeight in SPYDifference
PLD9.36%0.19%9.17%
EQIX9.32%0.16%9.16%
AMT8.41%0.12%8.29%
WELLProProPro
SPGProProPro
DLRProProPro
KIMProProPro
UDRProProPro
CBREProProPro
VTRProProPro
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Frequently Asked Questions

Which is cheaper, FPRO or SPY?

FPRO has an expense ratio of 0.57% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, FPRO or SPY?

Over the past year FPRO returned +14.42% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (6 years), FPRO annualized +6.67% vs +8.86% for SPY. Past performance does not guarantee future results.

Which is riskier, FPRO or SPY?

FPRO has been the more volatile fund at 18.7% annualized versus 15.3% for SPY. Worst drawdown: FPRO -32.8% vs SPY -56.5%.

Should I hold both FPRO and SPY?

FPRO and SPY have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FPRO and SPY?

FPRO and SPY share 21 common holdings with a 1.6% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, FPRO or SPY?

FPRO yields 2.45% while SPY yields 1.01%, so FPRO currently pays the higher dividend yield.

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