XLP vs FXD

AXLP

BFXD

Measures won5–1XLP wins · of 6 · 5Y

$10,000 · 5Y$14,429XLP · FXD $11,875

Lowest cost0.08%XLP · $8 on $10k

Most income2.44%XLP · $244 on $10k

Smallest drop−9.7%XLP · worst fall in 1Y

Held in common4.3%XLP and FXD

XLP

FXD

State Street Consumer Staples Select Sector SPDR ETF · $15.1BFirst Trust Consumer Discretionary AlphaDEX Fund · $267M

+13.0%3 years · per year$14,410 · $15,039+14.6%

+7.6%5 years · per year$14,429 · $11,875+3.5%

0.08%Expense ratio$8 · $60 on $10k · lower wins0.60%

2.44%12-mo yield$244 · $68 on $10k0.68%

−9.7%Worst dropSmaller wins−13.9%

15.7%VolatilityLower wins21.0%

5–1XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · FXD

1.5%EL1.3%

1.5%DLTR1.0%

1.7%DG0.9%

4.0%TGT0.8%

Held in common4.3%

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	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.44%	−1.3%	+18.2%	+21.9%	+13.0%	+7.6%	−9.7%	$15.1B
2	BFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.68%	−1.1%	+3.4%	+8.3%	+14.6%	+3.5%	−13.9%	$267M

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	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.44%	−1.3%	+18.2%	+21.9%	+13.0%	+7.6%	−9.7%	$15.1B
2	BFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.68%	−1.1%	+3.4%	+8.3%	+14.6%	+3.5%	−13.9%	$267M

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

XLP vs FXD

XLP

Consumer Staples Select Sector SPDR

$14,429

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$11,875

MeasureXLPFXD

Fee0.08%0.60%

Cost on $10k a year$8$60

Yield2.44%0.68%

5 years, per year+7.6%+3.5%

3 years, per year+13.0%+14.6%

Worst drop · 1Y−9.7%−13.9%

Volatility · 1Y15.7%21.0%

5–1measures won
XLP first

4.3%

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: XLP, FXD

Today

4.3%most shared, XLP and FXD

XLPFXD

XLP—4.3%

FXD4.3%—

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

Income After Fees on $10,000

$236most kept, XLP

XLP$244 − $8 = $236

FXD$68 − $60 = $8

KeptFee

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