KXI vs IYC

AKXI

BIYC

Measures won4–2KXI wins · of 6 · 5Y

$10,000 · 5Y$13,361KXI · IYC $12,823

Lowest cost0.37%IYC · $37 on $10k

Most income2.19%KXI · $219 on $10k

Smallest drop−10.7%KXI · worst fall in 1Y

Held in common11.3%KXI and IYC

KXI

IYC

iShares Global Consumer Staples ETF · $1.2BiShares U.S. Consumer Discretionary ETF · $1.7B

+11.5%3 years · per year$13,858 · $16,156+17.3%

+6.0%5 years · per year$13,361 · $12,823+5.1%

0.38%Expense ratio$38 · $37 on $10k · lower wins0.37%

2.19%12-mo yield$219 · $50 on $10k0.50%

−10.7%Worst dropSmaller wins−12.0%

14.6%VolatilityLower wins16.4%

4–2KXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsKXI · IYC

7.5%WMT4.4%

6.2%COST4.3%

1.9%TGT1.2%

0.8%DG0.5%

Held in common11.3%

End-of-day Nov 9, 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	AKXI	iShares Global Consumer Staples ETFRead Desk		0.38%	2.19%	+1.0%	+14.7%	+18.2%	+11.5%	+6.0%	−10.7%	$1.2B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.50%	+2.5%	+3.1%	+4.9%	+17.3%	+5.1%	−12.0%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AKXI	iShares Global Consumer Staples ETFRead Desk		0.38%	2.19%	+1.0%	+14.7%	+18.2%	+11.5%	+6.0%	−10.7%	$1.2B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.50%	+2.5%	+3.1%	+4.9%	+17.3%	+5.1%	−12.0%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KXI vs IYC

KXI

iShares Global Consumer Staples

$13,361

IYC

iShares U.S. Consumer Discretionary

$12,823

MeasureKXIIYC

Fee0.38%0.37%

Cost on $10k a year$38$37

Yield2.19%0.50%

5 years, per year+6.0%+5.1%

3 years, per year+11.5%+17.3%

Worst drop · 1Y−10.7%−12.0%

Volatility · 1Y14.6%16.4%

4–2measures won
KXI first

11.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: KXI, IYC

Today

11.3%most shared, KXI and IYC

KXIIYC

KXI—11.3%

IYC11.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, KXI

KXI$219 − $38 = $181

IYC$50 − $37 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee