XLP vs IYC

AXLP

BIYC

Measures won5–1XLP wins · of 6 · 5Y

$10,000 · 5Y$14,602XLP · IYC $12,773

Lowest cost0.08%XLP · $8 on $10k

Most income2.41%XLP · $241 on $10k

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

Held in common11.7%XLP and IYC

XLP

IYC

State Street Consumer Staples Select Sector SPDR ETF · $15.3BiShares U.S. Consumer Discretionary ETF · $1.5B

+13.4%3 years · per year$14,584 · $16,357+17.8%

+7.9%5 years · per year$14,602 · $12,773+5.0%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

2.41%12-mo yield$241 · $51 on $10k0.51%

−9.7%Worst dropSmaller wins−12.0%

15.7%VolatilityLower wins16.3%

5–1XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · IYC

11.4%WMT4.7%

9.2%COST4.3%

4.2%TGT1.2%

1.8%DG0.5%

Held in common11.7%

End-of-day Nov 5, 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%	2.41%	−0.8%	+19.7%	+23.4%	+13.4%	+7.9%	−9.7%	$15.3B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−2.6%	+1.2%	+2.0%	+17.8%	+5.0%	−12.0%	$1.5B

End-of-day Nov 5, 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%	2.41%	−0.8%	+19.7%	+23.4%	+13.4%	+7.9%	−9.7%	$15.3B
2	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−2.6%	+1.2%	+2.0%	+17.8%	+5.0%	−12.0%	$1.5B

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

Cards for this view

XLP vs IYC

XLP

Consumer Staples Select Sector SPDR

$14,602

IYC

iShares U.S. Consumer Discretionary

$12,773

MeasureXLPIYC

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield2.41%0.51%

5 years, per year+7.9%+5.0%

3 years, per year+13.4%+17.8%

Worst drop · 1Y−9.7%−12.0%

Volatility · 1Y15.7%16.3%

5–1measures won
XLP first

11.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLP, IYC

Today

11.7%most shared, XLP and IYC

XLPIYC

XLP—11.7%

IYC11.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$233most kept, XLP

XLP$241 − $8 = $233

IYC$51 − $37 = $14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee