VDC vs SPY

AVDC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VDC $15,254

Lowest cost0.09%VDC · $9 on $10k

Most income1.95%VDC · $195 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common4.9%VDC and SPY

VDC

SPY

Vanguard Consumer Staples ETF · $7.4BState Street SPDR S&P 500 ETF · $805B

+14.5%3 years · per year$14,996 · $19,132+24.1%

+8.8%5 years · per year$15,254 · $18,060+12.6%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

1.95%12-mo yield$195 · $99 on $10k0.99%

−9.4%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDC · SPY

13.9%WMT0.9%

12.1%COST0.7%

9.9%PG0.6%

9.8%KO0.6%

Held in common4.9%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VDC vs SPY

VDC

Vanguard Consumer Staples

$15,254

SPY

SPDR S&P 500

$18,060

MeasureVDCSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield1.95%0.99%

5 years, per year+8.8%+12.6%

3 years, per year+14.5%+24.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.2%12.9%

4–1measures won
SPY first

4.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VDC, SPY

Today

4.9%most shared, VDC and SPY

VDCSPY

VDC—4.9%

SPY4.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$186most kept, VDC

VDC$195 − $9 = $186

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee