FSTA vs VIG

AFSTA

BVIG

Measures won1–5VIG 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 common9.1%FSTA and VIG

FSTA

VIG

Fidelity MSCI Consumer Staples Index ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+13.8%3 years · per year$14,724 · $17,369+20.2%

+7.9%5 years · per year$14,632 · $16,495+10.5%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

2.09%12-mo yield$209 · $147 on $10k1.47%

−9.4%Worst dropSmaller wins−7.9%

15.0%VolatilityLower wins10.0%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · VIG

14.7%WMT2.1%

11.9%COST1.8%

9.7%PG1.5%

9.4%KO1.5%

Held in common9.1%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	SCHD	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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	SCHD	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 VIG

FSTA

Fidelity MSCI Consumer Staples Index

$14,632

VIG

Vanguard Dividend Appreciation

$16,495

MeasureFSTAVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.09%1.47%

5 years, per year+7.9%+10.5%

3 years, per year+13.8%+20.2%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.0%10.0%

5–1measures won
VIG first

9.1%

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