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$16,495VIG · 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%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.09%+16.7%+18.8%+13.8%+7.9%−9.4%15.0%$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 3, 2026 · returns include dividends · since: FSTA 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

FSTA

Fidelity MSCI Consumer Staples Index ETF · $1.4B$14,632

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

SCHDMeasureFSTA

+32.8%Year to dateJan 1 → Nov 3+16.7%

+37.6%1 yearTotal return+18.8%

+21.2%3 years · per year$10,000 became $17,784 · $14,724+13.8%

+10.3%5 years · per year$10,000 became $16,352 · $14,632+7.9%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.97%Trailing 12-mo yield$297 · $209 a year on $10k2.09%

−6.9%Worst dropSmaller is better−9.4%

11.4%VolatilityLower is calmer15.0%

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

8–0SCHD wins

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

More Ways to See the Pairs

SCHD vs FSTA: Top 5 Holdings

Today

SCHD

21.4%in top 5

FSTA

in top 550.1%

SCHDStockFSTA

not top 5WMT14.7%

not top 5COST11.9%

4.3%PG9.7%

4.2%KO9.4%

4.6%TXNnot top 5

not top 5PEP4.4%

4.2%CVXnot top 5

4.2%HDnot top 5

Held in common19.9%

End-of-day Nov 3, 2026 · share of each fund

SCHD vs FSTA Returns, Every Period

SchwabSCHD

+10.3%

5 years, per year

FSTAFidelity

+7.9%

5 years, per year

SCHDFSTAFaded: behind in that period

4–0SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Sector: SCHD vs FSTA

YTD

SchwabSCHD

+32.8%

FSTAFidelity

+16.7%

+32.8%Year to date+16.7%

−6.9%Worst drop · 1Y−9.4%

11.4%Volatility · 1Y15.0%

3.0%Yield2.1%

$121BAssets$1.4B

4–0SCHD wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: FSTA, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

FSTA2.09%$209

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

FSTA$209 − $8 = $201

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FSTA, SCHD, VIG

Today

19.9%most shared, FSTA and SCHD

FSTASCHDVIG

FSTA—19.9%9.1%

SCHD19.9%—14.5%

VIG9.1%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

FSTAWorst drop−9.4%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSTA

+32.8%Year to date+16.7%

3.0%Yield2.1%

+37.6%Past year+18.8%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026