FSTA vs IVV

AFSTA

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common5.2%FSTA and IVV

FSTA

IVV

Fidelity MSCI Consumer Staples Index ETF · $1.5BiShares Core S&P 500 ETF · $853B

+14.1%3 years · per year$14,837 · $18,084+21.8%

+8.5%5 years · per year$15,014 · $17,177+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

14.6%WMT0.9%

12.2%COST0.7%

9.9%PG0.6%

9.4%KO0.6%

Held in common5.2%

End-of-day Nov 6, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$1.5B

End-of-day Nov 6, 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

$17,177

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%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%13.6%

5–1measures won
IVV first

5.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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

Overlap: FSTA, IVV, XLE, VOO

Today

92.2%most shared, IVV and VOO

FSTAIVVXLEVOO

FSTA—5.2%0.0%4.3%

IVV5.2%—3.5%92.2%

XLE0.0%3.5%—3.4%

VOO4.3%92.2%3.4%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FSTA$204 − $8 = $196

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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