Compare · 4 funds side by side · dividends reinvested

FSTA, SCHD, XLF and VIG

FSTAFidelity×SCHDSchwab×XLFSPDR×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

FSTA, SCHD, XLF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B3.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B3.3

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 · SCHD 2011 · XLF 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

FSTAMeasureSCHD

+19.5%Year to dateJan 1 → Nov 9+33.2%

+22.7%1 yearTotal return+39.1%

+13.5%3 years · per year$10,000 became $14,629 · $17,123+19.6%

+8.4%5 years · per year$10,000 became $14,951 · $16,459+10.5%

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

2.04%Trailing 12-mo yield$204 · $296 a year on $10k2.96%

−9.4%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.8%

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

0–8SCHD 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 SCHD: Top 5 Holdings

Today

FSTA

50.6%in top 5

SCHD

in top 521.4%

FSTAStockSCHD

14.5%WMTnot top 5

12.2%COSTnot top 5

9.9%PG4.4%

9.5%KO4.3%

4.5%PEPnot top 5

not top 5TXN4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common20.3%

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

FSTA vs SCHD Returns, Every Period

FidelityFSTA

+8.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FSTASCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: FSTA vs SCHD

YTD

FidelityFSTA

+19.5%

SCHDSchwab

+33.2%

+19.5%Year to date+33.2%

−9.4%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.8%

2.0%Yield3.0%

$1.5BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FSTA, SCHD, XLF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FSTA0.08%$8

XLF0.08%$8

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

Yields: FSTA, SCHD, XLF, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FSTA2.04%$204

VIG1.46%$146

XLF1.42%$142

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FSTA$204 − $8 = $196

VIG$146 − $4 = $142

XLF$142 − $8 = $134

KeptFee

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

Overlap: FSTA, SCHD, XLF, VIG

Today

20.3%most shared, FSTA and SCHD

FSTASCHDXLFVIG

FSTA—20.3%0.0%9.1%

SCHD20.3%—3.4%14.5%

XLF0.0%3.4%—19.5%

VIG9.1%14.5%19.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% 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

SCHDFSTA

+33.2%Year to date+19.5%

3.0%Yield2.0%

+39.1%Past year+22.7%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

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