FSTA vs VDC

AFSTA

BVDC

Measures won4–0FSTA wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · FSTA $15,014

Lowest cost0.08%FSTA · $8 on $10k

Most income2.04%FSTA · $204 on $10k

Smallest drop−9.4%FSTA · worst fall in 1Y

Held in common94.7%FSTA and VDC

FSTA

VDC

Fidelity MSCI Consumer Staples Index ETF · $1.5BVanguard Consumer Staples ETF · $7.4B

+14.1%3 years · per year$14,837 · $14,706+13.7%

+8.5%5 years · per year$15,014 · $14,896+8.3%

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

2.04%12-mo yield$204 · $199 on $10k1.99%

−9.4%Worst dropSmaller wins−9.4%

15.3%VolatilityLower wins15.3%

4–0FSTA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · VDC

14.6%WMT13.9%

12.2%COST12.1%

9.9%PG9.9%

9.4%KO9.8%

Held in common94.7%

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 Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	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
3	BVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	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
3	BVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B

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 VDC

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

VDC

Vanguard Consumer Staples

$14,896

MeasureFSTAVDC

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.04%1.99%

5 years, per year+8.5%+8.3%

3 years, per year+14.1%+13.7%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y15.3%15.3%

3–0measures won
FSTA first

94.7%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FSTA, VDC, XLF

Today

94.7%most shared, FSTA and VDC

FSTAVDCXLF

FSTA—94.7%0.0%

VDC94.7%—0.0%

XLF0.0%0.0%—

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

VDC$199 − $9 = $190

XLF$144 − $8 = $136

KeptFee

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