VDC vs IYK

AVDC

BIYK

Measures won4–2VDC wins · of 6 · 5Y

$10,000 · 5Y$14,896VDC · IYK $14,419

Lowest cost0.09%VDC · $9 on $10k

Most income2.41%IYK · $241 on $10k

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

Held in common58.8%VDC and IYK

VDC

IYK

Vanguard Consumer Staples ETF · $7.4BiShares U.S. Consumer Staples ETF · $1.5B

+13.7%3 years · per year$14,706 · $13,831+11.4%

+8.3%5 years · per year$14,896 · $14,419+7.6%

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

1.99%12-mo yield$199 · $241 on $10k2.41%

−9.4%Worst dropSmaller wins−10.7%

15.3%VolatilityLower wins14.8%

4–2VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDC · IYK

9.9%PG14.1%

9.8%KO13.4%

4.8%PM11.4%

4.3%PEP7.2%

Held in common58.8%

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	BIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.41%	−0.9%	+19.1%	+20.9%	+11.4%	+7.6%	−10.7%	$1.5B

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	BIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.41%	−0.9%	+19.1%	+20.9%	+11.4%	+7.6%	−10.7%	$1.5B

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 IYK

VDC

Vanguard Consumer Staples

$14,896

IYK

iShares U.S. Consumer Staples

$14,419

MeasureVDCIYK

Fee0.09%0.37%

Cost on $10k a year$9$37

Yield1.99%2.41%

5 years, per year+8.3%+7.6%

3 years, per year+13.7%+11.4%

Worst drop · 1Y−9.4%−10.7%

Volatility · 1Y15.3%14.8%

4–2measures won
VDC first

58.8%

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, IYK

Today

58.8%most shared, VDC and IYK

VDCIYK

VDC—58.8%

IYK58.8%—

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

Income After Fees on $10,000

$204most kept, IYK

IYK$241 − $37 = $204

VDC$199 − $9 = $190

KeptFee

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