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

Fidelity MSCI Materials Index ETF · $599M$13,360

FMAT

CUT

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

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

FMATMeasureCUT

+10.8%Year to dateJan 1 → Nov 6−1.6%

+19.5%1 yearTotal return+5.1%

+12.8%3 years · per year$10,000 became $14,340 · $10,664+2.2%

+6.0%5 years · per year$10,000 became $13,360 · $8,932−2.2%

0.08%Expense ratio$8 · $99 a year on $10k · lower is better0.99%

1.41%Trailing 12-mo yield$141 · $250 a year on $10k2.50%

−13.5%Worst dropSmaller is better−19.6%

19.2%VolatilityLower is calmer18.7%

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

6–2FMAT wins

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

More Ways to See the Pairs

FMAT vs CUT: Top 5 Holdings

Today

FMAT

41.5%in top 5

CUT

in top 526.4%

FMATStockCUT

16.5%LIN.DEnot top 5

8.6%NEMnot top 5

not top 5SCA-B.ST5.8%

5.7%FCXnot top 5

5.4%SHWnot top 5

not top 5AVY5.4%

5.3%ECLnot top 5

not top 5PKG5.1%

not top 5STERV.HE5.1%

not top 5AMCR5.0%

Held in common5.8%

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

FMAT vs CUT Returns, Every Period

FidelityFMAT

+6.0%

5 years, per year

CUTInvesco

−2.2%

5 years, per year

FMATCUTFaded: behind in that period

4–0FMAT wins

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

FMAT vs CUT

YTD

FidelityFMAT

+10.8%

CUTInvesco

−1.6%

+10.8%Year to date−1.6%

−13.5%Worst drop · 1Y−19.6%

19.2%Volatility · 1Y18.7%

1.4%Yield2.5%

$599MAssets$30.7M

2–2level

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