XLY vs SPYM

AXLY

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common8.9%XLY and SPYM

XLY

SPYM

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7BState Street SPDR Portfolio S&P 500 ETF · $185B

+17.2%3 years · per year$16,081 · $19,092+24.1%

+4.4%5 years · per year$12,388 · $17,749+12.2%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

0.80%12-mo yield$80 · $103 on $10k1.03%

−15.0%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins12.7%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLY · SPYM

21.5%AMZN3.6%

18.8%TSLA1.7%

5.4%HD0.5%

4.4%MCD0.3%

Held in common8.9%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	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

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	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

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 SPYM

XLY

Consumer Discretionary Select Sector SPDR

$12,388

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXLYSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield0.80%1.03%

5 years, per year+4.4%+12.2%

3 years, per year+17.2%+24.1%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y19.1%12.7%

6–0measures won
SPYM first

8.9%

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

Overlap: XLY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XLYSPYMSPY

XLY—8.9%8.9%

SPYM8.9%—99.9%

SPY8.9%99.9%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

XLY$80 − $8 = $72

KeptFee

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