FSTA vs SPY

AFSTA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.04%FSTA · $204 on $10k

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

Held in common5.2%FSTA and SPY

FSTA

SPY

Fidelity MSCI Consumer Staples Index ETF · $1.5BState Street SPDR S&P 500 ETF · $778B

+14.1%3 years · per year$14,837 · $18,039+21.7%

+8.5%5 years · per year$15,014 · $17,118+11.3%

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

2.04%12-mo yield$204 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSTA · SPY

14.6%WMT0.9%

12.2%COST0.7%

9.9%PG0.6%

9.4%KO0.6%

Held in common5.2%

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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 SPY

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

SPY

SPDR S&P 500

$17,118

MeasureFSTASPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.04%1.03%

5 years, per year+8.5%+11.3%

3 years, per year+14.1%+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%13.6%

4–2measures won
SPY first

5.2%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

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, SPY, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

FSTASPYIVVSPYM

FSTA—5.2%5.2%5.2%

SPY5.2%—99.9%99.9%

IVV5.2%99.9%—99.9%

SPYM5.2%99.9%99.9%—

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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