VDC vs XLP

AVDC

BXLP

Measures won4–2VDC wins · of 6 · 5Y

$10,000 · 5Y$15,254VDC · XLP $14,765

Lowest cost0.08%XLP · $8 on $10k

Most income2.39%XLP · $239 on $10k

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

Held in common75.4%VDC and XLP

VDC

XLP

Vanguard Consumer Staples ETF · $7.4BState Street Consumer Staples Select Sector SPDR ETF · $15.4B

+14.5%3 years · per year$14,996 · $14,746+13.8%

+8.8%5 years · per year$15,254 · $14,765+8.1%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.95%12-mo yield$195 · $239 on $10k2.39%

−9.4%Worst dropSmaller wins−9.7%

15.2%VolatilityLower wins15.6%

4–2VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDC · XLP

13.9%WMT11.4%

12.1%COST9.3%

9.9%PG7.7%

9.8%KO7.5%

Held in common75.4%

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	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B
2	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B

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	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B
2	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B

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 XLP

VDC

Vanguard Consumer Staples

$15,254

XLP

Consumer Staples Select Sector SPDR

$14,765

MeasureVDCXLP

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.95%2.39%

5 years, per year+8.8%+8.1%

3 years, per year+14.5%+13.8%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y15.2%15.6%

4–2measures won
VDC first

75.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VDC, XLP

Today

75.4%most shared, VDC and XLP

VDCXLP

VDC—75.4%

XLP75.4%—

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

Income After Fees on $10,000

$231most kept, XLP

XLP$239 − $8 = $231

VDC$195 − $9 = $186

KeptFee

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