XRT vs VDC

AXRT

BVDC

Measures won1–5VDC wins · of 6 · 5Y

$10,000 · 5Y$15,067VDC · XRT $10,527

Lowest cost0.09%VDC · $9 on $10k

Most income1.97%VDC · $197 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common10.4%XRT and VDC

XRT

VDC

State Street SPDR S&P Retail ETF · $413MVanguard Consumer Staples ETF · $7.4B

+17.2%3 years · per year$16,079 · $14,856+14.1%

+1.0%5 years · per year$10,527 · $15,067+8.5%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

0.82%12-mo yield$82 · $197 on $10k1.97%

−13.5%Worst dropSmaller wins−9.4%

21.4%VolatilityLower wins15.3%

1–5VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsXRT · VDC

1.6%WMT13.9%

1.5%COST12.1%

1.3%TGT2.5%

1.6%KR1.2%

Held in common10.4%

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	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.97%	−0.6%	+19.5%	+21.9%	+14.1%	+8.5%	−9.4%	$7.4B
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	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.97%	−0.6%	+19.5%	+21.9%	+14.1%	+8.5%	−9.4%	$7.4B
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 VDC

XRT

SPDR S&P Retail

$10,527

VDC

Vanguard Consumer Staples

$15,067

MeasureXRTVDC

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.82%1.97%

5 years, per year+1.0%+8.5%

3 years, per year+17.2%+14.1%

Worst drop · 1Y−13.5%−9.4%

Volatility · 1Y21.4%15.3%

5–1measures won
VDC first

10.4%

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, VDC

Today

10.4%most shared, XRT and VDC

XRTVDC

XRT—10.4%

VDC10.4%—

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

Income After Fees on $10,000

$188most kept, VDC

VDC$197 − $9 = $188

XRT$82 − $35 = $47

KeptFee

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