VDC vs IYC

AVDC

BIYC

Measures won5–1VDC wins · of 6 · 5Y

$10,000 · 5Y$14,896VDC · IYC $12,673

Lowest cost0.09%VDC · $9 on $10k

Most income1.99%VDC · $199 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common11.7%VDC and IYC

VDC

IYC

Vanguard Consumer Staples ETF · $7.4BiShares U.S. Consumer Discretionary ETF · $1.6B

+13.7%3 years · per year$14,706 · $16,149+17.3%

+8.3%5 years · per year$14,896 · $12,673+4.9%

0.09%Expense ratio$9 · $37 on $10k · lower wins0.37%

1.99%12-mo yield$199 · $51 on $10k0.51%

−9.4%Worst dropSmaller wins−12.0%

15.3%VolatilityLower wins16.3%

5–1VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDC · IYC

13.9%WMT4.4%

12.1%COST4.3%

2.5%TGT1.2%

1.0%DG0.5%

Held in common11.7%

End-of-day Nov 6, 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	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−0.6%	+0.6%	+0.8%	+17.3%	+4.9%	−12.0%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−0.6%	+0.6%	+0.8%	+17.3%	+4.9%	−12.0%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VDC vs IYC

VDC

Vanguard Consumer Staples

$14,896

IYC

iShares U.S. Consumer Discretionary

$12,673

MeasureVDCIYC

Fee0.09%0.37%

Cost on $10k a year$9$37

Yield1.99%0.51%

5 years, per year+8.3%+4.9%

3 years, per year+13.7%+17.3%

Worst drop · 1Y−9.4%−12.0%

Volatility · 1Y15.3%16.3%

5–1measures won
VDC first

11.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VDC, IYC

Today

11.7%most shared, VDC and IYC

VDCIYC

VDC—11.7%

IYC11.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, VDC

VDC$199 − $9 = $190

IYC$51 − $37 = $14

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee