FSTA vs SPY

AFSTA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income2.46%XLE · $246 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

+13.5%3 years · per year$14,629 · $18,118+21.9%

+8.4%5 years · per year$14,951 · $17,493+11.8%

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

2.04%12-mo yield$204 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSTA · SPY

14.5%WMT0.9%

12.2%COST0.7%

9.9%PG0.6%

9.5%KO0.6%

Held in common5.2%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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 SPY

FSTA

Fidelity MSCI Consumer Staples Index

$14,951

SPY

SPDR S&P 500

$17,493

MeasureFSTASPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.04%1.01%

5 years, per year+8.4%+11.8%

3 years, per year+13.5%+21.9%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%13.7%

4–2measures won
SPY first

5.2%

holdings shared

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

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: FSTA, SPY, XLE, IVV

Today

99.9%most shared, SPY and IVV

FSTASPYXLEIVV

FSTA—5.2%0.0%5.2%

SPY5.2%—3.5%99.9%

XLE0.0%3.5%—3.5%

IVV5.2%99.9%3.5%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FSTA$204 − $8 = $196

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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