IYC vs SPY

AIYC

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IYC $12,673

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common12.7%IYC and SPY

IYC

SPY

iShares U.S. Consumer Discretionary ETF · $1.5BState Street SPDR S&P 500 ETF · $819B

+17.3%3 years · per year$16,149 · $18,039+21.7%

+4.9%5 years · per year$12,673 · $17,118+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

0.51%12-mo yield$51 · $103 on $10k1.03%

−12.0%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYC · SPY

14.8%AMZN4.0%

7.0%TSLA1.5%

4.4%WMT0.9%

4.3%COST0.7%

Held in common12.7%

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	BSPY	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	AIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−0.6%	+0.6%	+0.8%	+17.3%	+4.9%	−12.0%	$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	BSPY	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	AIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−0.6%	+0.6%	+0.8%	+17.3%	+4.9%	−12.0%	$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

IYC vs SPY

IYC

iShares U.S. Consumer Discretionary

$12,673

SPY

SPDR S&P 500

$17,118

MeasureIYCSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield0.51%1.03%

5 years, per year+4.9%+11.3%

3 years, per year+17.3%+21.7%

Worst drop · 1Y−12.0%−8.9%

Volatility · 1Y16.3%13.6%

6–0measures won
SPY first

12.7%

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: IYC, SPY

Today

12.7%most shared, IYC and SPY

IYCSPY

IYC—12.7%

SPY12.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IYC$51 − $37 = $14

KeptFee

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