Compare · 3 funds side by side · dividends reinvested

CUT, FMAT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

CUT, FMAT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.5

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.41%+10.8%+19.5%+12.8%+6.0%−13.5%19.2%$599M1.9

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.50%−1.6%+5.1%+2.2%−2.2%−19.6%18.7%$31M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CUT 2007 · FMAT 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $31M$8,932

CUT

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CUTMeasureXLE

−1.6%Year to dateJan 1 → Nov 6+40.6%

+5.1%1 yearTotal return+45.0%

+2.2%3 years · per year$10,000 became $10,664 · $15,939+16.8%

−2.2%5 years · per year$10,000 became $8,932 · $25,568+20.7%

0.99%Expense ratio$99 · $8 a year on $10k · lower is better0.08%

2.50%Trailing 12-mo yield$250 · $247 a year on $10k2.47%

−19.6%Worst dropSmaller is better−15.0%

18.7%VolatilityLower is calmer23.3%

CUTXLE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CUT vs XLE: Top 5 Holdings

Today

CUT

26.4%in top 5

XLE

in top 559.5%

CUTStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

not top 5COP7.3%

5.8%SCA-B.STnot top 5

5.4%AVYnot top 5

5.1%PKGnot top 5

5.1%STERV.HEnot top 5

5.0%AMCRnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CUT vs XLE Returns, Every Period

InvescoCUT

−2.2%

5 years, per year

XLESPDR

+20.7%

5 years, per year

CUTXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CUT vs XLE

YTD

InvescoCUT

−1.6%

XLESPDR

+40.6%

−1.6%Year to date+40.6%

−19.6%Worst drop · 1Y−15.0%

18.7%Volatility · 1Y23.3%

2.5%Yield2.5%

$30.7MAssets$42.0B

2–1XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CUT, FMAT, XLE

Today

0.08%lowest, FMAT

FundExpense ratioFee$10k

FMAT0.08%$8

XLE0.08%$8

CUT0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CUT, FMAT, XLE

2.50%highest, CUT

FundTrailing yieldYield$10k

CUT2.50%$250

XLE2.47%$247

FMAT1.41%$141

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CUT$250 − $99 = $151

FMAT$141 − $8 = $133

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CUT, FMAT, XLE

Today

5.8%most shared, CUT and FMAT

CUTFMATXLE

CUT—5.8%0.0%

FMAT5.8%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

CUTWorst drop−19.6%18.7% vol

FMATWorst drop−13.5%19.2% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CUTXLE

−1.6%Year to date+40.6%

2.5%Yield2.5%

+5.1%Past year+45.0%

0.99%Fee0.08%

3–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026