IYZ vs XLC

AIYZ

BXLC

Measures won2–4XLC wins · of 6 · 5Y

$10,000 · 5Y$13,367XLC · IYZ $13,156

Lowest cost0.08%XLC · $8 on $10k

Most income1.76%IYZ · $176 on $10k

Smallest drop−16.1%XLC · worst fall in 1Y

Held in common19.7%IYZ and XLC

IYZ

XLC

iShares U.S. Telecommunications ETF · $711MState Street Communication Services Select Sector SPDR ETF · $21.6B

+26.8%3 years · per year$20,374 · $16,646+18.5%

+5.6%5 years · per year$13,156 · $13,367+6.0%

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

1.76%12-mo yield$176 · $136 on $10k1.36%

−17.6%Worst dropSmaller wins−16.1%

21.8%VolatilityLower wins16.4%

2–4XLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYZ · XLC

11.3%VZ4.5%

4.2%T4.3%

3.7%CMCSA4.7%

3.5%TMUS4.3%

Held in common19.7%

End-of-day Nov 3, 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	BXLC	State Street Communication Services Select Sector SPDR ETFRead Desk		0.08%	1.36%	+1.2%	−13.0%	−10.6%	+18.5%	+6.0%	−16.1%	$21.6B
2	AIYZ	iShares U.S. Telecommunications ETFRead Desk		0.37%	1.76%	+1.5%	+13.7%	+17.5%	+26.8%	+5.6%	−17.6%	$711M

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

Both

5Y2 funds

#			Trend
1	BXLC	State Street Communication Services Select Sector SPDR ETFRead Desk		0.08%	1.36%	+1.2%	−13.0%	−10.6%	+18.5%	+6.0%	−16.1%	$21.6B
2	AIYZ	iShares U.S. Telecommunications ETFRead Desk		0.37%	1.76%	+1.5%	+13.7%	+17.5%	+26.8%	+5.6%	−17.6%	$711M

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

Cards for this view

IYZ vs XLC

IYZ

iShares U.S. Telecommunications

$13,156

XLC

Communication Services Select Sector SPDR

$13,367

MeasureIYZXLC

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.76%1.36%

5 years, per year+5.6%+6.0%

3 years, per year+26.8%+18.5%

Worst drop · 1Y−17.6%−16.1%

Volatility · 1Y21.8%16.4%

4–2measures won
XLC first

19.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: IYZ, XLC

Today

19.7%most shared, IYZ and XLC

IYZXLC

IYZ—19.7%

XLC19.7%—

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

Income After Fees on $10,000

$139most kept, IYZ

IYZ$176 − $37 = $139

XLC$136 − $8 = $128

KeptFee

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