XLP vs RTH

AXLP

BRTH

Measures won2–4RTH wins · of 6 · 5Y

$10,000 · 5Y$16,018RTH · XLP $14,765

Lowest cost0.08%XLP · $8 on $10k

Most income2.39%XLP · $239 on $10k

Smallest drop−8.7%RTH · worst fall in 1Y

Held in common30.0%XLP and RTH

XLP

RTH

State Street Consumer Staples Select Sector SPDR ETF · $14.9BVanEck Retail ETF · $261M

+13.8%3 years · per year$14,746 · $17,503+20.5%

+8.1%5 years · per year$14,765 · $16,018+9.9%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.39%12-mo yield$239 · $85 on $10k0.85%

−9.7%Worst dropSmaller wins−8.7%

15.6%VolatilityLower wins14.6%

2–4RTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · RTH

11.4%WMT12.6%

9.3%COST9.2%

4.1%TGT3.7%

2.2%KR1.9%

Held in common30.0%

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	BRTH	VanEck Retail ETFRead Desk		0.35%	0.85%	+4.2%	+13.8%	+13.6%	+20.5%	+9.9%	−8.7%	$261M
2	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

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	BRTH	VanEck Retail ETFRead Desk		0.35%	0.85%	+4.2%	+13.8%	+13.6%	+20.5%	+9.9%	−8.7%	$261M
2	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

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 RTH

XLP

Consumer Staples Select Sector SPDR

$14,765

RTH

VanEck Retail

$16,018

MeasureXLPRTH

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.39%0.85%

5 years, per year+8.1%+9.9%

3 years, per year+13.8%+20.5%

Worst drop · 1Y−9.7%−8.7%

Volatility · 1Y15.6%14.6%

4–2measures won
RTH first

30.0%

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, RTH

Today

30.0%most shared, XLP and RTH

XLPRTH

XLP—30.0%

RTH30.0%—

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

RTH$85 − $35 = $50

KeptFee

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