SPY vs FSTA

ASPY

BFSTA

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FSTA $15,014

Lowest cost0.08%FSTA · $8 on $10k

Most income2.04%FSTA · $204 on $10k

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

Held in common5.2%SPY and FSTA

SPY

FSTA

State Street SPDR S&P 500 ETF · $819BFidelity MSCI Consumer Staples Index ETF · $1.5B

+21.7%3 years · per year$18,039 · $14,837+14.1%

+11.3%5 years · per year$17,118 · $15,014+8.5%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.03%12-mo yield$103 · $204 on $10k2.04%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.3%

4–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · FSTA

0.9%WMT14.6%

0.7%COST12.2%

0.6%PG9.9%

0.6%KO9.4%

Held in common5.2%

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	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 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	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 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs FSTA

SPY

SPDR S&P 500

$17,118

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

MeasureSPYFSTA

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.03%2.04%

5 years, per year+11.3%+8.5%

3 years, per year+21.7%+14.1%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%15.3%

4–2measures won
SPY first

5.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPY, FSTA

Today

5.2%most shared, SPY and FSTA

SPYFSTA

SPY—5.2%

FSTA5.2%—

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

SPY$103 − $9 = $94

KeptFee

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