IVV vs FSTA

AIVV

BFSTA

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income2.04%FSTA · $204 on $10k

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

Held in common5.0%IVV and FSTA

IVV

FSTA

iShares Core S&P 500 ETF · $850BFidelity MSCI Consumer Staples Index ETF · $1.5B

+22.1%3 years · per year$18,221 · $14,837+14.1%

+11.4%5 years · per year$17,151 · $15,014+8.5%

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

1.14%12-mo yield$114 · $204 on $10k2.04%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.3%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FSTA

0.9%WMT14.7%

0.7%COST11.9%

0.6%PG9.8%

0.6%KO9.3%

Held in common5.0%

End-of-day Nov 5, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BFSTA	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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BFSTA	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 5, 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

$17,152

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

MeasureIVVFSTA

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.14%2.04%

5 years, per year+11.4%+8.5%

3 years, per year+22.1%+14.1%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%15.3%

5–1measures won
IVV first

5.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, FSTA, SPY

Today

99.9%most shared, IVV and SPY

IVVFSTASPY

IVV—5.0%99.9%

FSTA5.0%—5.0%

SPY99.9%5.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee