IVV vs FSTA

AIVV

BFSTA

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · FSTA $15,199

Lowest cost0.03%IVV · $3 on $10k

Most income2.02%FSTA · $202 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common5.0%IVV and FSTA

IVV

FSTA

iShares Core S&P 500 ETF · $872BFidelity MSCI Consumer Staples Index ETF · $1.4B

+24.2%3 years · per year$19,178 · $14,985+14.4%

+12.6%5 years · per year$18,118 · $15,199+8.7%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.09%12-mo yield$109 · $202 on $10k2.02%

−8.9%Worst dropSmaller wins−9.4%

12.9%VolatilityLower wins15.3%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FSTA

0.9%WMT14.6%

0.7%COST11.9%

0.6%PG9.8%

0.6%KO9.5%

Held in common5.0%

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BFSTA	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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BFSTA	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

IVV vs FSTA

IVV

iShares Core S&P 500

$18,118

FSTA

Fidelity MSCI Consumer Staples Index

$15,200

MeasureIVVFSTA

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.09%2.02%

5 years, per year+12.6%+8.7%

3 years, per year+24.2%+14.4%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y12.9%15.3%

5–1measures won
IVV first

5.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, FSTA

Today

5.0%most shared, IVV and FSTA

IVVFSTA

IVV—5.0%

FSTA5.0%—

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

Income After Fees on $10,000

$194most kept, FSTA

FSTA$202 − $8 = $194

IVV$109 − $3 = $106

KeptFee

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