Compare · 3 funds side by side · dividends reinvested

FSTA, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FSTA, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: FSTA 2013 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

FSTAMeasureSPY

+19.7%Year to dateJan 1 → Nov 6+8.7%

+21.8%1 yearTotal return+9.7%

+14.1%3 years · per year$10,000 became $14,837 · $18,039+21.7%

+8.5%5 years · per year$10,000 became $15,014 · $17,118+11.3%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

2.04%Trailing 12-mo yield$204 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

FSTASPY 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 SPY: Top 5 Holdings

Today

FSTA

50.5%in top 5

SPY

in top 527.8%

FSTAStockSPY

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.4%KOnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.5%PEPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common5.2%

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

FSTA vs SPY Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FSTASPYFaded: behind in that period

2–2Level

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

Sector vs Core: FSTA vs SPYM

YTD

FidelityFSTA

+19.7%

SPYMSPDR

+8.8%

+19.7%Year to date+8.8%

−9.4%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

2.0%Yield1.1%

$1.5BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: FSTA, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FSTA0.08%$8

SPY0.09%$9

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

Yields: FSTA, SPYM, SPY

2.04%highest, FSTA

FundTrailing yieldYield$10k

FSTA2.04%$204

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: FSTA, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FSTASPYMSPY

FSTA—5.2%5.2%

SPYM5.2%—99.9%

SPY5.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+21.8%FSTA, at 15.3% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

FSTAWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

FSTASPYM

+19.7%Year to date+8.8%

2.0%Yield1.1%

+21.8%Past year+9.8%

0.08%Fee0.02%

3–1FSTA wins

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