FSTA vs SCHD

AFSTA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common19.9%FSTA and SCHD

FSTA

SCHD

Fidelity MSCI Consumer Staples Index ETF · $1.4BSchwab U.S. Dividend Equity ETF · $121B

+13.8%3 years · per year$14,724 · $17,784+21.2%

+7.9%5 years · per year$14,632 · $16,352+10.3%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

2.09%12-mo yield$209 · $297 on $10k2.97%

−9.4%Worst dropSmaller wins−6.9%

15.0%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · SCHD

9.7%PG4.3%

9.4%KO4.2%

4.4%PEP3.9%

3.9%MO3.0%

Held in common19.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.09%	−1.9%	+16.7%	+18.8%	+13.8%	+7.9%	−9.4%	$1.4B

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.09%	−1.9%	+16.7%	+18.8%	+13.8%	+7.9%	−9.4%	$1.4B

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

Cards for this view

FSTA vs SCHD

FSTA

Fidelity MSCI Consumer Staples Index

$14,632

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFSTASCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.09%2.97%

5 years, per year+7.9%+10.3%

3 years, per year+13.8%+21.2%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.0%11.4%

6–0measures won
SCHD first

19.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FSTA, SCHD, VIG

Today

19.9%most shared, FSTA and SCHD

FSTASCHDVIG

FSTA—19.9%9.1%

SCHD19.9%—14.5%

VIG9.1%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

FSTA$209 − $8 = $201

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee