Compare · 3 funds side by side · dividends reinvested

FSTA, SMH and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

FSTA, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: FSTA 2013 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.5B$15,014

FSTA

SOXX

iShares Semiconductor ETF · $39.1B$26,892

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSTAMeasureSOXX

+19.7%Year to dateJan 1 → Nov 6+36.2%

+21.8%1 yearTotal return+34.5%

+14.1%3 years · per year$10,000 became $14,837 · $27,604+40.3%

+8.5%5 years · per year$10,000 became $15,014 · $26,892+21.9%

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

2.04%Trailing 12-mo yield$204 · $76 a year on $10k0.76%

−9.4%Worst dropSmaller is better−39.5%

15.3%VolatilityLower is calmer49.4%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTA vs SOXX: Top 5 Holdings

Today

FSTA

50.5%in top 5

SOXX

in top 538.6%

FSTAStockSOXX

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.4%KOnot top 5

not top 5AMD8.9%

not top 5NVDA8.5%

not top 5AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

4.5%PEPnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FSTA vs SOXX Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

FSTASOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: FSTA vs SOXX

YTD

FidelityFSTA

+19.7%

SOXXiShares

+36.2%

+19.7%Year to date+36.2%

−9.4%Worst drop · 1Y−39.5%

15.3%Volatility · 1Y49.4%

2.0%Yield0.8%

$1.5BAssets$39.1B

3–1FSTA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, SMH, SOXX

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

SOXX0.33%$33

SMH0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSTA, SMH, SOXX

2.04%highest, FSTA

FundTrailing yieldYield$10k

FSTA2.04%$204

SOXX0.76%$76

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSTA, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

FSTASMHSOXX

FSTA—0.0%0.0%

SMH0.0%—69.6%

SOXX0.0%69.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

FSTAWorst drop−9.4%15.3% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FSTASOXX

+19.7%Year to date+36.2%

2.0%Yield0.8%

+21.8%Past year+34.5%

0.08%Fee0.33%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026