XRT vs PSCC

AXRT

BPSCC

Measures won1–5PSCC wins · of 6 · 5Y

$10,000 · 5Y$12,041PSCC · XRT $10,527

Lowest cost0.29%PSCC · $29 on $10k

Most income1.81%PSCC · $181 on $10k

Smallest drop−13.1%PSCC · worst fall in 1Y

Held in common2.8%XRT and PSCC

XRT

PSCC

State Street SPDR S&P Retail ETF · $413MInvesco S&P SmallCap Consumer Staples ETF · $38M

+17.2%3 years · per year$16,079 · $11,890+5.9%

+1.0%5 years · per year$10,527 · $12,041+3.8%

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

0.82%12-mo yield$82 · $181 on $10k1.81%

−13.5%Worst dropSmaller wins−13.1%

21.4%VolatilityLower wins17.8%

1–5PSCC wins

$10,000 · 5 yearsOne scale

Shared top holdingsXRT · PSCC

1.5%GO1.9%

1.2%PSMT5.7%

Held in common2.8%

End-of-day Nov 5, 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	BPSCC	Invesco S&P SmallCap Consumer Staples ETFRead Desk		0.29%	1.81%	−1.3%	+21.3%	+19.5%	+5.9%	+3.8%	−13.1%	$38M
2	AXRT	State Street SPDR S&P Retail ETFRead Desk		0.35%	0.82%	−2.8%	+7.5%	+15.0%	+17.2%	+1.0%	−13.5%	$413M

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

Both

5Y2 funds

#			Trend
1	BPSCC	Invesco S&P SmallCap Consumer Staples ETFRead Desk		0.29%	1.81%	−1.3%	+21.3%	+19.5%	+5.9%	+3.8%	−13.1%	$38M
2	AXRT	State Street SPDR S&P Retail ETFRead Desk		0.35%	0.82%	−2.8%	+7.5%	+15.0%	+17.2%	+1.0%	−13.5%	$413M

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

Cards for this view

XRT vs PSCC

XRT

SPDR S&P Retail

$10,527

PSCC

Invesco S&P SmallCap Consumer Staples

$12,041

MeasureXRTPSCC

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield0.82%1.81%

5 years, per year+1.0%+3.8%

3 years, per year+17.2%+5.9%

Worst drop · 1Y−13.5%−13.1%

Volatility · 1Y21.4%17.8%

5–1measures won
PSCC first

2.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XRT, PSCC

Today

2.8%most shared, XRT and PSCC

XRTPSCC

XRT—2.8%

PSCC2.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, PSCC

PSCC$181 − $29 = $152

XRT$82 − $35 = $47

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee