Compare · 2 funds side by side · dividends reinvested

SCHD and FSTA

SCHDSchwab×FSTAFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCHD and FSTA, 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%$123B1.0

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.4B2.0

Rank among the two1st → 2ndFee, 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: SCHD 2011 · FSTA 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

FSTA

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

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

SCHDMeasureFSTA

+32.3%Year to dateJan 1 → Nov 5+19.7%

+38.7%1 yearTotal return+21.8%

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

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

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.98%Trailing 12-mo yield$298 · $204 a year on $10k2.04%

−6.9%Worst dropSmaller is better−9.4%

11.7%VolatilityLower is calmer15.3%

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

8–0SCHD wins

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

More Ways to See the Pairs

SCHD vs FSTA: Top 5 Holdings

Today

SCHD

21.7%in top 5

FSTA

in top 550.2%

SCHDStockFSTA

not top 5WMT14.7%

not top 5COST11.9%

4.4%PG9.8%

4.2%KO9.3%

4.7%TXNnot top 5

not top 5PEP4.4%

4.3%HDnot top 5

4.2%AMGNnot top 5

Held in common20.0%

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

SCHD vs FSTA Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

FSTAFidelity

+8.5%

5 years, per year

SCHDFSTAFaded: behind in that period

4–0SCHD wins

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

Income vs Sector: SCHD vs FSTA

YTD

SchwabSCHD

+32.3%

FSTAFidelity

+19.7%

+32.3%Year to date+19.7%

−6.9%Worst drop · 1Y−9.4%

11.7%Volatility · 1Y15.3%

3.0%Yield2.0%

$123BAssets$1.4B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, FSTA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSTA0.08%$8

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

Yields: SCHD, FSTA

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FSTA2.04%$204

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

KeptFee

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

Overlap: SCHD, FSTA

Today

20.0%most shared, SCHD and FSTA

SCHDFSTA

SCHD—20.0%

FSTA20.0%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSTAWorst drop−9.4%15.3% 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 Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026