FSTA vs VIG

AFSTA

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.1%FSTA and VIG

FSTA

VIG

Fidelity MSCI Consumer Staples Index ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+14.4%3 years · per year$14,985 · $17,533+20.6%

+8.7%5 years · per year$15,199 · $17,005+11.2%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

2.02%12-mo yield$202 · $144 on $10k1.44%

−9.4%Worst dropSmaller wins−7.9%

15.3%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · VIG

14.6%WMT2.1%

11.9%COST1.8%

9.8%PG1.5%

9.5%KO1.5%

Held in common9.1%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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 VIG

FSTA

Fidelity MSCI Consumer Staples Index

$15,200

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFSTAVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.02%1.44%

5 years, per year+8.7%+11.2%

3 years, per year+14.4%+20.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.3%10.2%

5–1measures won
VIG first

9.1%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FSTA, VIG, SCHD

Today

19.8%most shared, FSTA and SCHD

FSTAVIGSCHD

FSTA—9.1%19.8%

VIG9.1%—14.5%

SCHD19.8%14.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FSTA$202 − $8 = $194

VIG$144 − $4 = $140

KeptFee

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