FSTA vs SCHD

AFSTA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common20.3%FSTA and SCHD

FSTA

SCHD

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

+13.5%3 years · per year$14,629 · $17,123+19.6%

+8.4%5 years · per year$14,951 · $16,459+10.5%

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

2.04%12-mo yield$204 · $296 on $10k2.96%

−9.4%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.8%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSTA · SCHD

9.9%PG4.4%

9.5%KO4.3%

4.5%PEP4.0%

3.9%MO3.0%

Held in common20.3%

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
4	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

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
4	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

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 SCHD

FSTA

Fidelity MSCI Consumer Staples Index

$14,951

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFSTASCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.04%2.96%

5 years, per year+8.4%+10.5%

3 years, per year+13.5%+19.6%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.3%11.8%

6–0measures won
SCHD first

20.3%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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, SCHD, XLF, VIG

Today

20.3%most shared, FSTA and SCHD

FSTASCHDXLFVIG

FSTA—20.3%0.0%9.1%

SCHD20.3%—3.4%14.5%

XLF0.0%3.4%—19.5%

VIG9.1%14.5%19.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FSTA$204 − $8 = $196

VIG$146 − $4 = $142

XLF$142 − $8 = $134

KeptFee

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