VIG vs FSTA

AVIG

BFSTA

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.1%VIG and FSTA

VIG

FSTA

Vanguard Dividend Appreciation ETF · $109BFidelity MSCI Consumer Staples Index ETF · $1.5B

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

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

0.04%Expense ratio$4 · $8 on $10k · lower wins0.08%

1.50%12-mo yield$150 · $204 on $10k2.04%

−7.9%Worst dropSmaller wins−9.4%

10.8%VolatilityLower wins15.3%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · FSTA

2.1%WMT14.6%

1.8%COST12.2%

1.5%PG9.9%

1.5%KO9.4%

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 Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs FSTA

VIG

Vanguard Dividend Appreciation

$16,243

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

MeasureVIGFSTA

Fee0.04%0.08%

Cost on $10k a year$4$8

Yield1.50%2.04%

5 years, per year+10.2%+8.5%

3 years, per year+18.6%+14.1%

Worst drop · 1Y−7.9%−9.4%

Volatility · 1Y10.8%15.3%

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, FSTA, SCHD

Today

20.4%most shared, FSTA and SCHD

VIGFSTASCHD

VIG—9.1%14.5%

FSTA9.1%—20.4%

SCHD14.5%20.4%—

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

FSTA$204 − $8 = $196

VIG$150 − $4 = $146

KeptFee

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