IYC vs VDC

AIYC

BVDC

Measures won1–5VDC wins · of 6 · 5Y

$10,000 · 5Y$14,896VDC · IYC $12,673

Lowest cost0.09%VDC · $9 on $10k

Most income1.99%VDC · $199 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common11.7%IYC and VDC

IYC

VDC

iShares U.S. Consumer Discretionary ETF · $1.6BVanguard Consumer Staples ETF · $7.4B

+17.3%3 years · per year$16,149 · $14,706+13.7%

+4.9%5 years · per year$12,673 · $14,896+8.3%

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

0.51%12-mo yield$51 · $199 on $10k1.99%

−12.0%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.3%

1–5VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYC · VDC

4.4%WMT13.9%

4.3%COST12.1%

1.2%TGT2.5%

0.5%DG1.0%

Held in common11.7%

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	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B
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%	$1.6B

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	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B
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%	$1.6B

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 VDC

IYC

iShares U.S. Consumer Discretionary

$12,673

VDC

Vanguard Consumer Staples

$14,896

MeasureIYCVDC

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield0.51%1.99%

5 years, per year+4.9%+8.3%

3 years, per year+17.3%+13.7%

Worst drop · 1Y−12.0%−9.4%

Volatility · 1Y16.3%15.3%

5–1measures won
VDC first

11.7%

holdings shared

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

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

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: IYC, VDC

Today

11.7%most shared, IYC and VDC

IYCVDC

IYC—11.7%

VDC11.7%—

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

Income After Fees on $10,000

$190most kept, VDC

VDC$199 − $9 = $190

IYC$51 − $37 = $14

KeptFee

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