XLY vs PSCD

AXLY

BPSCD

Measures won4–2XLY wins · of 6 · 5Y

$10,000 · 5Y$12,388XLY · PSCD $11,051

Lowest cost0.08%XLY · $8 on $10k

Most income1.00%PSCD · $100 on $10k

Smallest drop−14.2%PSCD · worst fall in 1Y

Held in common0.0%XLY and PSCD

XLY

PSCD

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7BInvesco S&P SmallCap Consumer Discretionary ETF · $25M

+17.2%3 years · per year$16,081 · $15,094+14.7%

+4.4%5 years · per year$12,388 · $11,051+2.0%

0.08%Expense ratio$8 · $29 on $10k · lower wins0.29%

0.80%12-mo yield$80 · $100 on $10k1.00%

−15.0%Worst dropSmaller wins−14.2%

19.1%VolatilityLower wins22.9%

4–2XLY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLY · PSCD

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

Held in common0.0%

End-of-day Nov 3, 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	AXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B
2	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	1.00%	−1.5%	+10.8%	+13.5%	+14.7%	+2.0%	−14.2%	$25M

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

Both

5Y2 funds

#			Trend
1	AXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B
2	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	1.00%	−1.5%	+10.8%	+13.5%	+14.7%	+2.0%	−14.2%	$25M

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

Cards for this view

XLY vs PSCD

XLY

Consumer Discretionary Select Sector SPDR

$12,388

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,051

MeasureXLYPSCD

Fee0.08%0.29%

Cost on $10k a year$8$29

Yield0.80%1.00%

5 years, per year+4.4%+2.0%

3 years, per year+17.2%+14.7%

Worst drop · 1Y−15.0%−14.2%

Volatility · 1Y19.1%22.9%

4–2measures won
XLY first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLY, PSCD

Today

0.0%most shared, XLY and PSCD

XLYPSCD

XLY—0.0%

PSCD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$72most kept, XLY

XLY$80 − $8 = $72

PSCD$100 − $29 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee