FSTA vs SCHD

AFSTA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common20.4%FSTA and SCHD

FSTA

SCHD

Fidelity MSCI Consumer Staples Index ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+14.1%3 years · per year$14,837 · $17,266+20.0%

+8.5%5 years · per year$15,014 · $16,267+10.2%

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

2.04%12-mo yield$204 · $300 on $10k3.00%

−9.4%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSTA · SCHD

9.9%PG4.5%

9.4%KO4.3%

4.5%PEP4.0%

3.9%MO3.1%

Held in common20.4%

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%	$40.5B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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%	$40.5B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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 SCHD

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFSTASCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.04%3.00%

5 years, per year+8.5%+10.2%

3 years, per year+14.1%+20.0%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.3%11.7%

6–0measures won
SCHD first

20.4%

holdings shared

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

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FSTA, SCHD, XLE, VYM

Today

21.9%most shared, SCHD and VYM

FSTASCHDXLEVYM

FSTA—20.4%0.0%8.0%

SCHD20.4%—14.2%21.9%

XLE0.0%14.2%—9.3%

VYM8.0%21.9%9.3%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

VYM$231 − $4 = $227

FSTA$204 − $8 = $196

KeptFee

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