Compare · 3 funds side by side · dividends reinvested

CUT, FMAT and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,134XLV · best of the three

02 / 04

CUT, FMAT and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.6%+16.0%+8.6%−10.5%16.8%$50.9B1.3

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.40%+11.2%+20.6%+13.0%+6.0%−13.5%19.2%$599M2.0

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.48%−0.8%+6.1%+2.5%−2.3%−19.6%18.6%$31M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: CUT 2007 · FMAT 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $31M$8,917

CUT

FMAT

Fidelity MSCI Materials Index ETF · $599M$13,353

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

CUTMeasureFMAT

−0.8%Year to dateJan 1 → Nov 5+11.2%

+6.1%1 yearTotal return+20.6%

+2.5%3 years · per year$10,000 became $10,758 · $14,435+13.0%

−2.3%5 years · per year$10,000 became $8,917 · $13,353+6.0%

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

2.48%Trailing 12-mo yield$248 · $140 a year on $10k1.40%

−19.6%Worst dropSmaller is better−13.5%

18.6%VolatilityLower is calmer19.2%

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

2–6FMAT wins

End-of-day Nov 5, 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 541.1%

CUTStockFMAT

not top 5LIN.DE16.1%

not top 5NEM8.3%

not top 5FCX6.0%

5.8%SCA-B.STnot top 5

not top 5SHW5.5%

5.4%AVYnot top 5

not top 5ECL5.3%

5.3%PKGnot top 5

5.3%AMCRnot top 5

5.1%STERV.HEnot top 5

Held in common5.8%

End-of-day Nov 5, 2026 · share of each fund

CUT vs FMAT Returns, Every Period

InvescoCUT

−2.3%

5 years, per year

FMATFidelity

+6.0%

5 years, per year

CUTFMATFaded: behind in that period

0–4FMAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CUT vs FMAT

YTD

InvescoCUT

−0.8%

FMATFidelity

+11.2%

−0.8%Year to date+11.2%

−19.6%Worst drop · 1Y−13.5%

18.6%Volatility · 1Y19.2%

2.5%Yield1.4%

$30.7MAssets$599M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CUT, FMAT, XLV

Today

0.08%lowest, FMAT

FundExpense ratioFee$10k

FMAT0.08%$8

XLV0.08%$8

CUT0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CUT, FMAT, XLV

2.48%highest, CUT

FundTrailing yieldYield$10k

CUT2.48%$248

FMAT1.40%$140

XLV1.38%$138

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$149most kept, CUT

CUT$248 − $99 = $149

FMAT$140 − $8 = $132

XLV$138 − $8 = $130

KeptFee

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

Overlap: CUT, FMAT, XLV

Today

5.8%most shared, CUT and FMAT

CUTFMATXLV

CUT—5.8%0.0%

FMAT5.8%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.6%XLV, at 16.8% volatility

XLVWorst drop−10.5%16.8% vol

CUTWorst drop−19.6%18.6% vol

FMATWorst drop−13.5%19.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CUTXLV

−0.8%Year to date+20.9%

2.5%Yield1.4%

+6.1%Past year+29.6%

0.99%Fee0.08%

3–1XLV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026