XLY vs VOO

AXLY

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common8.6%XLY and VOO

XLY

VOO

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7BVanguard S&P 500 ETF · $1.00T

+17.2%3 years · per year$16,081 · $19,094+24.1%

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

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

0.80%12-mo yield$80 · $107 on $10k1.07%

−15.0%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins12.7%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLY · VOO

21.5%AMZN3.7%

18.8%TSLA1.5%

5.4%HD0.4%

4.4%MCD0.2%

Held in common8.6%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
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 VOO

XLY

Consumer Discretionary Select Sector SPDR

$12,388

VOO

Vanguard S&P 500

$17,749

MeasureXLYVOO

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield0.80%1.07%

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
VOO first

8.6%

holdings shared

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

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

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, VOO, IVV

Today

94.5%most shared, VOO and IVV

XLYVOOIVV

XLY—8.6%9.0%

VOO8.6%—94.5%

IVV9.0%94.5%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

XLY$80 − $8 = $72

KeptFee

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