FSTA vs VYM

AFSTA

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · SCHD $16,881

Lowest cost0.04%VYM · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common8.0%FSTA and VYM

FSTA

VYM

Fidelity MSCI Consumer Staples Index ETF · $1.4BVanguard High Dividend Yield ETF · $78.9B

+14.4%3 years · per year$14,985 · $17,970+21.6%

+8.7%5 years · per year$15,199 · $17,742+12.2%

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

2.02%12-mo yield$202 · $222 on $10k2.22%

−9.4%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins10.1%

0–6VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · VYM

9.8%PG1.4%

9.5%KO1.4%

4.4%PM1.3%

4.4%PEP0.7%

Held in common8.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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%	$122.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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%	$122.9B
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 VYM

FSTA

Fidelity MSCI Consumer Staples Index

$15,200

VYM

Vanguard High Dividend Yield

$17,742

MeasureFSTAVYM

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.02%2.22%

5 years, per year+8.7%+12.2%

3 years, per year+14.4%+21.6%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y15.3%10.1%

6–0measures won
VYM first

8.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FSTA, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

FSTAVYMSCHD

FSTA—8.0%19.8%

VYM8.0%—21.9%

SCHD19.8%21.9%—

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

VYM$222 − $4 = $218

FSTA$202 − $8 = $194

KeptFee

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