RTH vs XLP

ARTH

BXLP

Measures won4–2RTH wins · of 6 · 5Y

$10,000 · 5Y$15,323RTH · XLP $14,200

Lowest cost0.08%XLP · $8 on $10k

Most income2.47%XLP · $247 on $10k

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

Held in common29.9%RTH and XLP

RTH

XLP

VanEck Retail ETF · $251MState Street Consumer Staples Select Sector SPDR ETF · $15.4B

+19.5%3 years · per year$17,065 · $14,489+13.2%

+8.9%5 years · per year$15,323 · $14,200+7.3%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

0.89%12-mo yield$89 · $247 on $10k2.47%

−8.7%Worst dropSmaller wins−9.7%

14.0%VolatilityLower wins15.3%

4–2RTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTH · XLP

12.8%WMT11.1%

9.4%COST9.1%

3.7%TGT4.0%

1.9%KR2.2%

Held in common29.9%

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	ARTH	VanEck Retail ETFRead Desk		0.35%	0.89%	−0.8%	+9.2%	+9.9%	+19.5%	+8.9%	−8.7%	$251M
2	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.47%	−2.1%	+16.7%	+19.8%	+13.2%	+7.3%	−9.7%	$15.4B

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	ARTH	VanEck Retail ETFRead Desk		0.35%	0.89%	−0.8%	+9.2%	+9.9%	+19.5%	+8.9%	−8.7%	$251M
2	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.47%	−2.1%	+16.7%	+19.8%	+13.2%	+7.3%	−9.7%	$15.4B

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

RTH vs XLP

RTH

VanEck Retail

$15,324

XLP

Consumer Staples Select Sector SPDR

$14,200

MeasureRTHXLP

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.89%2.47%

5 years, per year+8.9%+7.3%

3 years, per year+19.5%+13.2%

Worst drop · 1Y−8.7%−9.7%

Volatility · 1Y14.0%15.3%

4–2measures won
RTH first

29.9%

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: RTH, XLP

Today

29.9%most shared, RTH and XLP

RTHXLP

RTH—29.9%

XLP29.9%—

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

Income After Fees on $10,000

$239most kept, XLP

XLP$247 − $8 = $239

RTH$89 − $35 = $54

KeptFee

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