IYK vs XLP

AIYK

BXLP

Measures won1–5XLP wins · of 6 · 5Y

$10,000 · 5Y$14,602XLP · IYK $14,540

Lowest cost0.08%XLP · $8 on $10k

Most income2.41%XLP · $241 on $10k

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

Held in common59.7%IYK and XLP

IYK

XLP

iShares U.S. Consumer Staples ETF · $1.5BState Street Consumer Staples Select Sector SPDR ETF · $14.9B

+11.8%3 years · per year$13,968 · $14,584+13.4%

+7.8%5 years · per year$14,540 · $14,602+7.9%

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

2.38%12-mo yield$238 · $241 on $10k2.41%

−10.7%Worst dropSmaller wins−9.7%

14.8%VolatilityLower wins15.7%

1–5XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYK · XLP

14.0%PG7.7%

13.4%KO7.4%

11.9%PM6.5%

4.5%MO4.6%

Held in common59.7%

End-of-day Nov 5, 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%	2.41%	−0.8%	+19.7%	+23.4%	+13.4%	+7.9%	−9.7%	$14.9B
2	AIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.38%	−0.8%	+20.2%	+22.2%	+11.8%	+7.8%	−10.7%	$1.5B

End-of-day Nov 5, 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%	2.41%	−0.8%	+19.7%	+23.4%	+13.4%	+7.9%	−9.7%	$14.9B
2	AIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.38%	−0.8%	+20.2%	+22.2%	+11.8%	+7.8%	−10.7%	$1.5B

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

Cards for this view

IYK vs XLP

IYK

iShares U.S. Consumer Staples

$14,540

XLP

Consumer Staples Select Sector SPDR

$14,602

MeasureIYKXLP

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.38%2.41%

5 years, per year+7.8%+7.9%

3 years, per year+11.8%+13.4%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y14.8%15.7%

4–1measures won
XLP first

59.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IYK, XLP

Today

59.7%most shared, IYK and XLP

IYKXLP

IYK—59.7%

XLP59.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$233most kept, XLP

XLP$241 − $8 = $233

IYK$238 − $37 = $201

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee