XLP vs IYK

AXLP

BIYK

Measures won4–1XLP wins · of 6 · 5Y

$10,000 · 5Y$14,765XLP · IYK $14,744

Lowest cost0.08%XLP · $8 on $10k

Most income2.39%XLP · $239 on $10k

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

Held in common59.6%XLP and IYK

XLP

IYK

State Street Consumer Staples Select Sector SPDR ETF · $14.9BiShares U.S. Consumer Staples ETF · $1.5B

+13.8%3 years · per year$14,746 · $14,158+12.3%

+8.1%5 years · per year$14,765 · $14,744+8.1%

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

2.39%12-mo yield$239 · $236 on $10k2.36%

−9.7%Worst dropSmaller wins−10.7%

15.6%VolatilityLower wins14.7%

4–1XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · IYK

7.7%PG13.9%

7.5%KO13.5%

6.6%PM12.0%

4.7%MO4.5%

Held in common59.6%

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	AXLP	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%	$14.9B
2	BIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.36%	+2.4%	+21.2%	+23.6%	+12.3%	+8.1%	−10.7%	$1.5B

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	AXLP	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%	$14.9B
2	BIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.36%	+2.4%	+21.2%	+23.6%	+12.3%	+8.1%	−10.7%	$1.5B

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

XLP vs IYK

XLP

Consumer Staples Select Sector SPDR

$14,765

IYK

iShares U.S. Consumer Staples

$14,744

MeasureXLPIYK

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield2.39%2.36%

5 years, per year+8.1%+8.1%

3 years, per year+13.8%+12.3%

Worst drop · 1Y−9.7%−10.7%

Volatility · 1Y15.6%14.7%

3–1measures won
XLP first

59.6%

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%

$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

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

Overlap: XLP, IYK

Today

59.6%most shared, XLP and IYK

XLPIYK

XLP—59.6%

IYK59.6%—

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

IYK$236 − $37 = $199

KeptFee

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