Compare · 3 funds side by side · dividends reinvested

FSTA, XLF and VIG

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

02 / 04

FSTA, XLF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSTA 2013 · 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

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

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

FSTAMeasureXLF

+19.5%Year to dateJan 1 → Nov 9+7.2%

+22.7%1 yearTotal return+12.4%

+13.5%3 years · per year$10,000 became $14,629 · $18,230+22.2%

+8.4%5 years · per year$10,000 became $14,951 · $15,690+9.4%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.04%Trailing 12-mo yield$204 · $142 a year on $10k1.42%

−9.4%Worst dropSmaller is better−14.8%

15.3%VolatilityLower is calmer15.3%

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

4–2FSTA 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 XLF: Top 5 Holdings

Today

FSTA

50.6%in top 5

XLF

in top 543.8%

FSTAStockXLF

14.5%WMTnot top 5

not top 5BRK-B13.2%

12.2%COSTnot top 5

not top 5JPM11.1%

9.9%PGnot top 5

9.5%KOnot top 5

not top 5V9.0%

not top 5MA6.6%

4.5%PEPnot top 5

not top 5BAC4.0%

Held in common0.0%

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

FSTA vs XLF Returns, Every Period

FidelityFSTA

+8.4%

5 years, per year

XLFSPDR

+9.4%

5 years, per year

FSTAXLFFaded: behind in that period

2–2Level

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

Sector vs Income: FSTA vs VIG

YTD

FidelityFSTA

+19.5%

VIGVanguard

+14.8%

+19.5%Year to date+14.8%

−9.4%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y11.0%

2.0%Yield1.5%

$1.5BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: FSTA, XLF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FSTA0.08%$8

XLF0.08%$8

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

Yields: FSTA, XLF, VIG

2.04%highest, FSTA

FundTrailing yieldYield$10k

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

$196most kept, FSTA

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, XLF, VIG

Today

19.5%most shared, XLF and VIG

FSTAXLFVIG

FSTA—0.0%9.1%

XLF0.0%—19.5%

VIG9.1%19.5%—

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

Return vs Bumpiness: 3 ETFs

+22.7%FSTA, at 15.3% volatility

VIGWorst drop−7.9%11.0% 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

FSTAVIG

+19.5%Year to date+14.8%

2.0%Yield1.5%

+22.7%Past year+17.6%

0.08%Fee0.04%

3–1FSTA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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