XLP vs PEZ

AXLP

BPEZ

Measures won5–1XLP wins · of 6 · 5Y

$10,000 · 5Y$14,602XLP · PEZ $11,001

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 common0.0%XLP and PEZ

XLP

PEZ

State Street Consumer Staples Select Sector SPDR ETF · $14.9BInvesco Dorsey Wright Consumer Cyclicals Momentum ETF · $22M

+13.4%3 years · per year$14,584 · $16,678+18.6%

+7.9%5 years · per year$14,602 · $11,001+1.9%

0.08%Expense ratio$8 · $97 on $10k · lower wins0.97%

2.41%12-mo yield$241 · $38 on $10k0.38%

−9.7%Worst dropSmaller wins−15.8%

15.7%VolatilityLower wins20.4%

5–1XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · PEZ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$14.9B
2	BPEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.38%	−3.7%	−3.2%	+4.7%	+18.6%	+1.9%	−15.8%	$22M

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%	$14.9B
2	BPEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.38%	−3.7%	−3.2%	+4.7%	+18.6%	+1.9%	−15.8%	$22M

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 PEZ

XLP

Consumer Staples Select Sector SPDR

$14,602

PEZ

Invesco Dorsey Wright Consumer Cyclicals Momentum

$11,001

MeasureXLPPEZ

Fee0.08%0.97%

Cost on $10k a year$8$97

Yield2.41%0.38%

5 years, per year+7.9%+1.9%

3 years, per year+13.4%+18.6%

Worst drop · 1Y−9.7%−15.8%

Volatility · 1Y15.7%20.4%

5–1measures won
XLP first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLP, PEZ

Today

0.0%most shared, XLP and PEZ

XLPPEZ

XLP—0.0%

PEZ0.0%—

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

PEZ$38 − $97 = −$59

KeptFee

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