FSTA vs SPY

AFSTA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income2.02%FSTA · $202 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common5.0%FSTA and SPY

FSTA

SPY

Fidelity MSCI Consumer Staples Index ETF · $1.4BState Street SPDR S&P 500 ETF · $798B

+14.4%3 years · per year$14,985 · $19,132+24.1%

+8.7%5 years · per year$15,199 · $18,060+12.6%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

2.02%12-mo yield$202 · $99 on $10k0.99%

−9.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · SPY

14.6%WMT0.9%

11.9%COST0.7%

9.8%PG0.6%

9.5%KO0.6%

Held in common5.0%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.02%	+3.3%	+20.5%	+23.2%	+14.4%	+8.7%	−9.4%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.02%	+3.3%	+20.5%	+23.2%	+14.4%	+8.7%	−9.4%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSTA vs SPY

FSTA

Fidelity MSCI Consumer Staples Index

$15,200

SPY

SPDR S&P 500

$18,060

MeasureFSTASPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.02%0.99%

5 years, per year+8.7%+12.6%

3 years, per year+14.4%+24.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%12.9%

4–2measures won
SPY first

5.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: FSTA, SPY, IVV

Today

99.9%most shared, SPY and IVV

FSTASPYIVV

FSTA—5.0%5.0%

SPY5.0%—99.9%

IVV5.0%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$194most kept, FSTA

FSTA$202 − $8 = $194

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee