FSTA vs IVV

AFSTA

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.04%FSTA · $204 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common5.0%FSTA and IVV

FSTA

IVV

Fidelity MSCI Consumer Staples Index ETF · $1.4BiShares Core S&P 500 ETF · $887B

+14.1%3 years · per year$14,837 · $18,221+22.1%

+8.5%5 years · per year$15,014 · $17,151+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.04%12-mo yield$204 · $114 on $10k1.14%

−9.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSTA · IVV

14.7%WMT0.9%

11.9%COST0.7%

9.8%PG0.6%

9.3%KO0.6%

Held in common5.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
4	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
4	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSTA vs IVV

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

IVV

iShares Core S&P 500

$17,152

MeasureFSTAIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.04%1.14%

5 years, per year+8.5%+11.4%

3 years, per year+14.1%+22.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%13.6%

5–1measures won
IVV first

5.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: FSTA, IVV, SPY, VOO

Today

99.9%most shared, IVV and SPY

FSTAIVVSPYVOO

FSTA—5.0%5.0%4.3%

IVV5.0%—99.9%93.5%

SPY5.0%99.9%—93.5%

VOO4.3%93.5%93.5%—

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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