IYC vs XLP

AIYC

BXLP

Measures won1–5XLP wins · of 6 · 5Y

$10,000 · 5Y$14,765XLP · IYC $13,255

Lowest cost0.08%XLP · $8 on $10k

Most income2.39%XLP · $239 on $10k

Smallest drop−9.7%XLP · worst fall in 1Y

Held in common11.8%IYC and XLP

IYC

XLP

iShares U.S. Consumer Discretionary ETF · $1.3BState Street Consumer Staples Select Sector SPDR ETF · $14.9B

+19.1%3 years · per year$16,912 · $14,746+13.8%

+5.8%5 years · per year$13,255 · $14,765+8.1%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

0.49%12-mo yield$49 · $239 on $10k2.39%

−12.0%Worst dropSmaller wins−9.7%

16.1%VolatilityLower wins15.6%

1–5XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYC · XLP

4.8%WMT11.4%

4.4%COST9.3%

1.2%TGT4.1%

0.5%DG1.7%

Held in common11.8%

End-of-day Nov 4, 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	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$14.9B
2	AIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.49%	+4.6%	+3.9%	+3.5%	+19.1%	+5.8%	−12.0%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$14.9B
2	AIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.49%	+4.6%	+3.9%	+3.5%	+19.1%	+5.8%	−12.0%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYC vs XLP

IYC

iShares U.S. Consumer Discretionary

$13,255

XLP

Consumer Staples Select Sector SPDR

$14,765

MeasureIYCXLP

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield0.49%2.39%

5 years, per year+5.8%+8.1%

3 years, per year+19.1%+13.8%

Worst drop · 1Y−12.0%−9.7%

Volatility · 1Y16.1%15.6%

5–1measures won
XLP first

11.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IYC, XLP

Today

11.8%most shared, IYC and XLP

IYCXLP

IYC—11.8%

XLP11.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$231most kept, XLP

XLP$239 − $8 = $231

IYC$49 − $37 = $12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee