FSST vs SPY

FSST vs SPY
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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

MetricFSSTSPYWinner
Expense Ratio0.59%0.09%
AUM$13M$821.1B
Dividend Yield1.55%1.01%
Holdings90505
YTD Return+15.66%+13.17%
1Y Return+12.71%+21.53%
3Y Return (annualized)+19.45%+22.06%
5Y Return (annualized)-+13.35%
Volatility (annualized)17.4%15.3%
Max Drawdown-26.3%-56.5%
Fund FamilyFidelity Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionJun 15, 2021Jan 22, 1993

FSST vs SPY Performance

Fidelity Sustainable US Equity ETF (FSST) 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 FSST returned +12.71% while SPY returned +21.53%. Year to date, FSST is up 15.66% versus a gain of 13.17% for SPY.

Over three years, FSST compounded at +19.45% per year against +22.06% for SPY. Across the full 4-year window we track, FSST has the edge at +11.54% annualized vs +8.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FSST has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -26.3% for FSST 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FSST charges 0.59% per year while SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, FSST currently yields 1.55% against 1.01% for SPY.

Holdings Overlap

42.4%overlap

FSST and SPY share 64 holdings out of 534 unique holdings combined, representing a 42.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FSSTWeight in SPYDifference
NVDA8.95%7.71%1.24%
MSFT7.00%5.50%1.50%
AAPL5.57%6.83%1.26%
AMZNProProPro
GOOGLProProPro
METAProProPro
LLYProProPro
JPMProProPro
AVGOProProPro
NFLXProProPro
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Frequently Asked Questions

Which is cheaper, FSST or SPY?

FSST has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, FSST or SPY?

Over the past year FSST returned +12.71% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), FSST annualized +11.54% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, FSST or SPY?

FSST has been the more volatile fund at 17.4% annualized versus 15.3% for SPY. Worst drawdown: FSST -26.3% vs SPY -56.5%.

Should I hold both FSST and SPY?

FSST and SPY have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FSST and SPY?

FSST and SPY share 64 common holdings with a 42.4% weight overlap. Combined, they hold 534 unique securities.

Which pays a higher dividend, FSST or SPY?

FSST yields 1.55% while SPY yields 1.01%, so FSST currently pays the higher dividend yield.

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