FSTA vs IYC

AFSTA

BIYC

Measures won5–1FSTA wins · of 6 · 5Y

$10,000 · 5Y$14,951FSTA · IYC $12,823

Lowest cost0.08%FSTA · $8 on $10k

Most income2.04%FSTA · $204 on $10k

Smallest drop−9.4%FSTA · worst fall in 1Y

Held in common11.6%FSTA and IYC

FSTA

IYC

Fidelity MSCI Consumer Staples Index ETF · $1.5BiShares U.S. Consumer Discretionary ETF · $1.7B

+13.5%3 years · per year$14,629 · $16,156+17.3%

+8.4%5 years · per year$14,951 · $12,823+5.1%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

2.04%12-mo yield$204 · $50 on $10k0.50%

−9.4%Worst dropSmaller wins−12.0%

15.3%VolatilityLower wins16.4%

5–1FSTA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSTA · IYC

14.5%WMT4.4%

12.2%COST4.3%

2.2%TGT1.2%

1.0%DG0.5%

Held in common11.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk		0.08%	2.04%	+1.0%	+19.5%	+22.7%	+13.5%	+8.4%	−9.4%	$1.5B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.50%	+2.5%	+3.1%	+4.9%	+17.3%	+5.1%	−12.0%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk		0.08%	2.04%	+1.0%	+19.5%	+22.7%	+13.5%	+8.4%	−9.4%	$1.5B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.50%	+2.5%	+3.1%	+4.9%	+17.3%	+5.1%	−12.0%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSTA vs IYC

FSTA

Fidelity MSCI Consumer Staples Index

$14,951

IYC

iShares U.S. Consumer Discretionary

$12,823

MeasureFSTAIYC

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield2.04%0.50%

5 years, per year+8.4%+5.1%

3 years, per year+13.5%+17.3%

Worst drop · 1Y−9.4%−12.0%

Volatility · 1Y15.3%16.4%

5–1measures won
FSTA first

11.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FSTA, IYC

Today

11.6%most shared, FSTA and IYC

FSTAIYC

FSTA—11.6%

IYC11.6%—

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

IYC$50 − $37 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee