Compare · 3 funds side by side · dividends reinvested

PEZ, XLY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

PEZ, XLY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.0

State Street Consumer Discretionary Select Sector SPDR ETFSectors · Consumer0.08%0.80%−1.1%−1.4%+17.2%+4.4%−15.0%19.1%$22.7B2.3

Invesco Dorsey Wright Consumer Cyclicals Momentum ETFSectors · Consumer0.97%0.38%−3.7%+1.5%+19.2%+1.6%−15.8%19.7%$22M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PEZ 2006 · XLY 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · $22M$10,848

PEZ

XLY

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7B$12,388

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

PEZMeasureXLY

−3.7%Year to dateJan 1 → Nov 3−1.1%

+1.5%1 yearTotal return−1.4%

+19.2%3 years · per year$10,000 became $16,942 · $16,081+17.2%

+1.6%5 years · per year$10,000 became $10,848 · $12,388+4.4%

0.97%Expense ratio$97 · $8 a year on $10k · lower is better0.08%

0.38%Trailing 12-mo yield$38 · $80 a year on $10k0.80%

−15.8%Worst dropSmaller is better−15.0%

19.7%VolatilityLower is calmer19.1%

PEZXLY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6XLY wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PEZ vs XLY: Top 5 Holdings

Today

PEZ

22.9%in top 5

XLY

in top 554.3%

PEZStockXLY

not top 5AMZN21.5%

not top 5TSLA18.8%

not top 5HD5.4%

5.4%CAHnot top 5

4.4%MARnot top 5

not top 5MCD4.4%

4.4%HLTnot top 5

4.4%CAKEnot top 5

4.3%FIVEnot top 5

not top 5TJX4.1%

Held in common13.8%

End-of-day Nov 3, 2026 · share of each fund

PEZ vs XLY Returns, Every Period

InvescoPEZ

+1.6%

5 years, per year

XLYSPDR

+4.4%

5 years, per year

PEZXLYFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: PEZ vs VOO

YTD

InvescoPEZ

−3.7%

VOOVanguard

+11.5%

−3.7%Year to date+11.5%

−15.8%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y12.7%

0.4%Yield1.1%

$22.2MAssets$1.00T

4–0VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PEZ, XLY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLY0.08%$8

PEZ0.97%$97

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PEZ, XLY, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

XLY0.80%$80

PEZ0.38%$38

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

XLY$80 − $8 = $72

PEZ$38 − $97 = −$59

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PEZ, XLY, VOO

Today

13.8%most shared, PEZ and XLY

PEZXLYVOO

PEZ—13.8%0.9%

XLY13.8%—8.6%

VOO0.9%8.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

XLYWorst drop−15.0%19.1% vol

PEZWorst drop−15.8%19.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOOXLY

+11.5%Year to date−1.1%

1.1%Yield0.8%

+11.9%Past year−1.4%

0.03%Fee0.08%

4–0VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026