Compare · 2 funds side by side · dividends reinvested

XLP and IYK

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,299IYK · best of the two

02 / 04

XLP and IYK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Consumer Staples Select Sector SPDR ETFSectors · Consumer0.08%2.47%+16.7%+19.8%+13.2%+7.3%−9.7%15.3%$15.4B1.4

iShares U.S. Consumer Staples ETFSectors · Consumer0.37%2.42%+18.3%+19.7%+11.9%+7.4%−10.7%14.6%$1.5B1.6

Rank among the two1st → 2ndFee, 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: XLP 1998 · IYK 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street Consumer Staples Select Sector SPDR ETF · $15.4B$14,200

XLP

IYK

iShares U.S. Consumer Staples ETF · $1.5B$14,299

$10,000 five years ago, dividends reinvested · they hold 60.1% in common

XLPMeasureIYK

+16.7%Year to dateJan 1 → Nov 3+18.3%

+19.8%1 yearTotal return+19.7%

+13.2%3 years · per year$10,000 became $14,489 · $14,016+11.9%

+7.3%5 years · per year$10,000 became $14,200 · $14,299+7.4%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

2.47%Trailing 12-mo yield$247 · $242 a year on $10k2.42%

−9.7%Worst dropSmaller is better−10.7%

15.3%VolatilityLower is calmer14.6%

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

5–3XLP wins

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

More Ways to See the Pairs

XLP vs IYK: Top 5 Holdings

Today

XLP

42.0%in top 5

IYK

in top 550.8%

XLPStockIYK

7.7%PG13.8%

7.4%KO13.4%

6.7%PM12.0%

11.1%WMTnot top 5

9.1%COSTnot top 5

not top 5PEP7.0%

not top 5MO4.6%

Held in common60.1%

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

XLP vs IYK Returns, Every Period

SPDRXLP

+7.3%

5 years, per year

IYKiShares

+7.4%

5 years, per year

XLPIYKFaded: behind in that period

2–2Level

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

XLP vs IYK

YTD

SPDRXLP

+16.7%

IYKiShares

+18.3%

+16.7%Year to date+18.3%

−9.7%Worst drop · 1Y−10.7%

15.3%Volatility · 1Y14.6%

2.5%Yield2.4%

$15.4BAssets$1.5B

2–2level

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

Cost, Income and Risk

Fees: XLP, IYK

Today

0.08%lowest, XLP

FundExpense ratioFee$10k

XLP0.08%$8

IYK0.37%$37

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

Yields: XLP, IYK

2.47%highest, XLP

FundTrailing yieldYield$10k

XLP2.47%$247

IYK2.42%$242

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

Income After Fees on $10,000

$239most kept, XLP

XLP$247 − $8 = $239

IYK$242 − $37 = $205

KeptFee

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

Overlap: XLP, IYK

Today

60.1%most shared, XLP and IYK

XLPIYK

XLP—60.1%

IYK60.1%—

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

Return vs Bumpiness: 2 ETFs

+19.8%XLP, at 15.3% volatility

IYKWorst drop−10.7%14.6% vol

XLPWorst drop−9.7%15.3% vol

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

Paid More vs Made More

YTD

XLPIYK

+16.7%Year to date+18.3%

2.5%Yield2.4%

+19.8%Past year+19.7%

0.08%Fee0.37%

3–1XLP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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