XLP vs SPY

AXLP

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · XLP $14,765

Lowest cost0.08%XLP · $8 on $10k

Most income2.39%XLP · $239 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common5.0%XLP and SPY

XLP

SPY

State Street Consumer Staples Select Sector SPDR ETF · $15.4BState Street SPDR S&P 500 ETF · $798B

+13.8%3 years · per year$14,746 · $19,132+24.1%

+8.1%5 years · per year$14,765 · $18,060+12.6%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

2.39%12-mo yield$239 · $99 on $10k0.99%

−9.7%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · SPY

11.4%WMT0.9%

9.3%COST0.7%

7.7%PG0.6%

7.5%KO0.6%

Held in common5.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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%	$15.4B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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%	$15.4B

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 SPY

XLP

Consumer Staples Select Sector SPDR

$14,765

SPY

SPDR S&P 500

$18,060

MeasureXLPSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.39%0.99%

5 years, per year+8.1%+12.6%

3 years, per year+13.8%+24.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y15.6%12.9%

4–2measures won
SPY first

5.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: XLP, SPY

Today

5.0%most shared, XLP and SPY

XLPSPY

XLP—5.0%

SPY5.0%—

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

SPY$99 − $9 = $90

KeptFee

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