FSTA vs SPY

AFSTA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · SPY $17,099

Lowest cost0.08%FSTA · $8 on $10k

Most income2.04%FSTA · $204 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 · $1.5BState Street SPDR S&P 500 ETF · $819B

+14.1%3 years · per year$14,837 · $18,174+22.0%

+8.5%5 years · per year$15,014 · $17,099+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 three, one scale

Shared top holdingsFSTA · SPY

14.7%WMT0.9%

11.9%COST0.7%

9.8%PG0.6%

9.3%KO0.6%

Held in common5.0%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
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%	$1.5B

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
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%	$1.5B

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 SPY

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

SPY

SPDR S&P 500

$17,099

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%+22.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%13.6%

4–2measures won
SPY first

5.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 5, 2026

Overlap: FSTA, SPY, QQQ

Today

52.8%most shared, SPY and QQQ

FSTASPYQQQ

FSTA—5.0%6.8%

SPY5.0%—52.8%

QQQ6.8%52.8%—

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

SPY$103 − $9 = $94

QQQ$48 − $18 = $30

KeptFee

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