RTH vs IYC

ARTH

BIYC

Measures won6–0RTH wins · of 6 · 5Y

$10,000 · 5Y$15,934RTH · IYC $12,823

Lowest cost0.35%RTH · $35 on $10k

Most income0.85%RTH · $85 on $10k

Smallest drop−8.7%RTH · worst fall in 1Y

Held in common39.9%RTH and IYC

RTH

IYC

VanEck Retail ETF · $256MiShares U.S. Consumer Discretionary ETF · $1.7B

+19.4%3 years · per year$17,033 · $16,156+17.3%

+9.8%5 years · per year$15,934 · $12,823+5.1%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

0.85%12-mo yield$85 · $50 on $10k0.50%

−8.7%Worst dropSmaller wins−12.0%

14.7%VolatilityLower wins16.4%

6–0RTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTH · IYC

19.0%AMZN14.8%

12.4%WMT4.4%

9.4%COST4.3%

5.1%HD4.0%

Held in common39.9%

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	ARTH	VanEck Retail ETFRead Desk		0.35%	0.85%	+2.0%	+13.5%	+14.3%	+19.4%	+9.8%	−8.7%	$256M
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	ARTH	VanEck Retail ETFRead Desk		0.35%	0.85%	+2.0%	+13.5%	+14.3%	+19.4%	+9.8%	−8.7%	$256M
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

RTH vs IYC

RTH

VanEck Retail

$15,934

IYC

iShares U.S. Consumer Discretionary

$12,823

MeasureRTHIYC

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield0.85%0.50%

5 years, per year+9.8%+5.1%

3 years, per year+19.4%+17.3%

Worst drop · 1Y−8.7%−12.0%

Volatility · 1Y14.7%16.4%

6–0measures won
RTH first

39.9%

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: RTH, IYC

Today

39.9%most shared, RTH and IYC

RTHIYC

RTH—39.9%

IYC39.9%—

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

Income After Fees on $10,000

$50most kept, RTH

RTH$85 − $35 = $50

IYC$50 − $37 = $13

KeptFee

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