Compare · 3 funds side by side · dividends reinvested

FSTA, SCHD and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,952XLK · best of the three

02 / 04

FSTA, SCHD and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.4B2.3

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: FSTA 2013 · SCHD 2011 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.4B$15,014

FSTA

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

FSTAMeasureSCHD

+19.7%Year to dateJan 1 → Nov 5+32.3%

+21.8%1 yearTotal return+38.7%

+14.1%3 years · per year$10,000 became $14,837 · $17,414+20.3%

+8.5%5 years · per year$10,000 became $15,014 · $16,375+10.4%

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

2.04%Trailing 12-mo yield$204 · $298 a year on $10k2.98%

−9.4%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 5, 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 521.7%

FSTAStockSCHD

14.7%WMTnot top 5

11.9%COSTnot top 5

9.8%PG4.4%

9.3%KO4.2%

not top 5TXN4.7%

4.4%PEPnot top 5

not top 5HD4.3%

not top 5AMGN4.2%

Held in common20.0%

End-of-day Nov 5, 2026 · share of each fund

FSTA vs SCHD Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FSTASCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: FSTA vs SCHD

YTD

FidelityFSTA

+19.7%

SCHDSchwab

+32.3%

+19.7%Year to date+32.3%

−9.4%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.7%

2.0%Yield3.0%

$1.4BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, SCHD, XLK

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSTA0.08%$8

XLK0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSTA, SCHD, XLK

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FSTA2.04%$204

XLK0.51%$51

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FSTA$204 − $8 = $196

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSTA, SCHD, XLK

Today

20.0%most shared, FSTA and SCHD

FSTASCHDXLK

FSTA—20.0%0.0%

SCHD20.0%—3.9%

XLK0.0%3.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSTAWorst drop−9.4%15.3% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSTA

+32.3%Year to date+19.7%

3.0%Yield2.0%

+38.7%Past year+21.8%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026