Compare · 4 funds side by side · dividends reinvested

FSTA, IVV, XLF and VOO

FSTAFidelity×IVViShares×XLFSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

FSTA, IVV, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B2.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FSTA 2013 · IVV 2000 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.5B$14,951

FSTA

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

FSTAMeasureIVV

+19.5%Year to dateJan 1 → Nov 9+11.3%

+22.7%1 yearTotal return+13.6%

+13.5%3 years · per year$10,000 became $14,629 · $18,159+22.0%

+8.4%5 years · per year$10,000 became $14,951 · $17,545+11.9%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

2.04%Trailing 12-mo yield$204 · $111 a year on $10k1.11%

−9.4%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.8%

FSTAIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTA vs IVV: Top 5 Holdings

Today

FSTA

50.6%in top 5

IVV

in top 527.8%

FSTAStockIVV

14.5%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.5%KOnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.5%PEPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common5.2%

End-of-day Nov 9, 2026 · share of each fund

FSTA vs IVV Returns, Every Period

FidelityFSTA

+8.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

FSTAIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSTA vs XLF

YTD

FidelityFSTA

+19.5%

XLFSPDR

+7.2%

+19.5%Year to date+7.2%

−9.4%Worst drop · 1Y−14.8%

15.3%Volatility · 1Y15.3%

2.0%Yield1.4%

$1.5BAssets$53.4B

3–0FSTA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, IVV, XLF, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FSTA0.08%$8

XLF0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSTA, IVV, XLF, VOO

2.04%highest, FSTA

FundTrailing yieldYield$10k

FSTA2.04%$204

XLF1.42%$142

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

XLF$142 − $8 = $134

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSTA, IVV, XLF, VOO

Today

92.7%most shared, IVV and VOO

FSTAIVVXLFVOO

FSTA—5.2%0.0%4.3%

IVV5.2%—12.6%92.7%

XLF0.0%12.6%—11.3%

VOO4.3%92.7%11.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.7%FSTA, at 15.3% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

XLFWorst drop−14.8%15.3% vol

FSTAWorst drop−9.4%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FSTAIVV

+19.5%Year to date+11.3%

2.0%Yield1.1%

+22.7%Past year+13.6%

0.08%Fee0.03%

3–1FSTA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026