Compare · 3 funds side by side · dividends reinvested

FSTA, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

FSTA, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.02%+20.5%+23.2%+14.4%+8.7%−9.4%15.3%$1.4B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FSTA 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.4B$15,199

FSTA

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

FSTAMeasureSCHD

+20.5%Year to dateJan 1 → Nov 4+35.3%

+23.2%1 yearTotal return+41.6%

+14.4%3 years · per year$10,000 became $14,985 · $17,908+21.4%

+8.7%5 years · per year$10,000 became $15,199 · $16,881+11.0%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.02%Trailing 12-mo yield$202 · $291 a year on $10k2.91%

−9.4%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.5%

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

0–8SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTA vs SCHD: Top 5 Holdings

Today

FSTA

50.2%in top 5

SCHD

in top 521.6%

FSTAStockSCHD

14.6%WMTnot top 5

11.9%COSTnot top 5

9.8%PG4.3%

9.5%KO4.2%

not top 5TXN4.8%

4.4%PMnot top 5

not top 5CVX4.2%

not top 5COP4.1%

Held in common19.8%

End-of-day Nov 4, 2026 · share of each fund

FSTA vs SCHD Returns, Every Period

FidelityFSTA

+8.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FSTASCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: FSTA vs SCHD

YTD

FidelityFSTA

+20.5%

SCHDSchwab

+35.3%

+20.5%Year to date+35.3%

−9.4%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.5%

2.0%Yield2.9%

$1.4BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FSTA0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSTA, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FSTA2.02%$202

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FSTA$202 − $8 = $194

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSTA, SCHD, VIG

Today

19.8%most shared, FSTA and SCHD

FSTASCHDVIG

FSTA—19.8%9.1%

SCHD19.8%—14.5%

VIG9.1%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

FSTAWorst drop−9.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSTA

+35.3%Year to date+20.5%

2.9%Yield2.0%

+41.6%Past year+23.2%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026