Compare · 3 funds side by side · dividends reinvested

CUT, FMAT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,157XLF · best of the three

02 / 04

CUT, FMAT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.5

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.36%+14.6%+23.3%+14.3%+6.8%−13.5%19.0%$574M1.8

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.44%+0.8%+7.9%+3.2%−1.7%−19.6%18.6%$30M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: CUT 2007 · FMAT 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $30M$9,185

CUT

FMAT

Fidelity MSCI Materials Index ETF · $574M$13,913

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

CUTMeasureFMAT

+0.8%Year to dateJan 1 → Nov 4+14.6%

+7.9%1 yearTotal return+23.3%

+3.2%3 years · per year$10,000 became $10,978 · $14,920+14.3%

−1.7%5 years · per year$10,000 became $9,185 · $13,913+6.8%

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

2.44%Trailing 12-mo yield$244 · $136 a year on $10k1.36%

−19.6%Worst dropSmaller is better−13.5%

18.6%VolatilityLower is calmer19.0%

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

2–6FMAT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CUT vs FMAT: Top 5 Holdings

Today

CUT

26.8%in top 5

FMAT

in top 540.5%

CUTStockFMAT

not top 5LIN.DE16.1%

not top 5NEM7.8%

not top 5FCX6.1%

5.7%SCA-B.STnot top 5

5.4%AVYnot top 5

5.4%PKGnot top 5

not top 5SHW5.3%

not top 5ECL5.3%

5.3%AMCRnot top 5

5.0%STERV.HEnot top 5

Held in common5.8%

End-of-day Nov 4, 2026 · share of each fund

CUT vs FMAT Returns, Every Period

InvescoCUT

−1.7%

5 years, per year

FMATFidelity

+6.8%

5 years, per year

CUTFMATFaded: behind in that period

0–4FMAT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CUT vs XLF

YTD

InvescoCUT

+0.8%

XLFSPDR

+9.4%

+0.8%Year to date+9.4%

−19.6%Worst drop · 1Y−14.8%

18.6%Volatility · 1Y15.0%

2.4%Yield1.4%

$29.8MAssets$53.8B

3–1XLF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CUT, FMAT, XLF

Today

0.08%lowest, FMAT

FundExpense ratioFee$10k

FMAT0.08%$8

XLF0.08%$8

CUT0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CUT, FMAT, XLF

2.44%highest, CUT

FundTrailing yieldYield$10k

CUT2.44%$244

XLF1.40%$140

FMAT1.36%$136

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, CUT

CUT$244 − $99 = $145

XLF$140 − $8 = $132

FMAT$136 − $8 = $128

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CUT, FMAT, XLF

Today

5.8%most shared, CUT and FMAT

CUTFMATXLF

CUT—5.8%0.0%

FMAT5.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.3%FMAT, at 19.0% volatility

XLFWorst drop−14.8%15.0% vol

CUTWorst drop−19.6%18.6% vol

FMATWorst drop−13.5%19.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CUTFMAT

+0.8%Year to date+14.6%

2.4%Yield1.4%

+7.9%Past year+23.3%

0.99%Fee0.08%

3–1FMAT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026