FSTA vs SCHD

AFSTA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,952XLK · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common20.0%FSTA and SCHD

FSTA

SCHD

Fidelity MSCI Consumer Staples Index ETF · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+14.1%3 years · per year$14,837 · $17,414+20.3%

+8.5%5 years · per year$15,014 · $16,375+10.4%

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

2.04%12-mo yield$204 · $298 on $10k2.98%

−9.4%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · SCHD

9.8%PG4.4%

9.3%KO4.2%

4.4%PEP3.9%

3.9%MO3.0%

Held in common20.0%

End-of-day Nov 5, 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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$117.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

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

All Three

5Y3 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$117.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

End-of-day Nov 5, 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

$16,375

MeasureFSTASCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.04%2.98%

5 years, per year+8.5%+10.4%

3 years, per year+14.1%+20.3%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y15.3%11.7%

6–0measures won
SCHD first

20.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSTA, SCHD, XLK

Today

20.0%most shared, FSTA and SCHD

FSTASCHDXLK

FSTA—20.0%0.0%

SCHD20.0%—3.9%

XLK0.0%3.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FSTA$204 − $8 = $196

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee