FSTA vs VIG

AFSTA

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common9.1%FSTA and VIG

FSTA

VIG

Fidelity MSCI Consumer Staples Index ETF · $1.5BVanguard Dividend Appreciation ETF · $109B

+14.1%3 years · per year$14,837 · $16,669+18.6%

+8.5%5 years · per year$15,014 · $16,243+10.2%

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

2.04%12-mo yield$204 · $150 on $10k1.50%

−9.4%Worst dropSmaller wins−7.9%

15.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSTA · VIG

14.6%WMT2.1%

12.2%COST1.8%

9.9%PG1.5%

9.4%KO1.5%

Held in common9.1%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VIG

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFSTAVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.04%1.50%

5 years, per year+8.5%+10.2%

3 years, per year+14.1%+18.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.3%10.8%

5–1measures won
VIG first

9.1%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FSTA, VIG, VYM, SCHD

Today

60.6%most shared, VIG and VYM

FSTAVIGVYMSCHD

FSTA—9.1%8.0%20.4%

VIG9.1%—60.6%14.5%

VYM8.0%60.6%—21.9%

SCHD20.4%14.5%21.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

FSTA$204 − $8 = $196

VIG$150 − $4 = $146

KeptFee

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