RTH vs XLY

ARTH

BXLY

Measures won5–1RTH wins · of 6 · 5Y

$10,000 · 5Y$15,323RTH · XLY $12,388

Lowest cost0.08%XLY · $8 on $10k

Most income0.89%RTH · $89 on $10k

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

Held in common38.9%RTH and XLY

RTH

XLY

VanEck Retail ETF · $251MState Street Consumer Discretionary Select Sector SPDR ETF · $22.7B

+19.5%3 years · per year$17,065 · $16,081+17.2%

+8.9%5 years · per year$15,323 · $12,388+4.4%

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

0.89%12-mo yield$89 · $80 on $10k0.80%

−8.7%Worst dropSmaller wins−15.0%

14.0%VolatilityLower wins19.1%

5–1RTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTH · XLY

18.2%AMZN21.5%

5.1%HD5.4%

5.2%TJX4.1%

4.6%LOW3.0%

Held in common38.9%

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	BXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B

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	BXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B

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 XLY

RTH

VanEck Retail

$15,324

XLY

Consumer Discretionary Select Sector SPDR

$12,388

MeasureRTHXLY

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.89%0.80%

5 years, per year+8.9%+4.4%

3 years, per year+19.5%+17.2%

Worst drop · 1Y−8.7%−15.0%

Volatility · 1Y14.0%19.1%

5–1measures won
RTH first

38.9%

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, XLY

Today

38.9%most shared, RTH and XLY

RTHXLY

RTH—38.9%

XLY38.9%—

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

Income After Fees on $10,000

$72most kept, XLY

XLY$80 − $8 = $72

RTH$89 − $35 = $54

KeptFee

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