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$14,979XLV · 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%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B1.3

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.41%+10.8%+19.5%+12.8%+6.0%−13.5%19.2%$599M2.0

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.50%−1.6%+5.1%+2.2%−2.2%−19.6%18.7%$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 6, 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$8,932

CUT

FMAT

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

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

CUTMeasureFMAT

−1.6%Year to dateJan 1 → Nov 6+10.8%

+5.1%1 yearTotal return+19.5%

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

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

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

2.50%Trailing 12-mo yield$250 · $141 a year on $10k1.41%

−19.6%Worst dropSmaller is better−13.5%

18.7%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 6, 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

26.4%in top 5

FMAT

in top 541.5%

CUTStockFMAT

not top 5LIN.DE16.5%

not top 5NEM8.6%

5.8%SCA-B.STnot top 5

not top 5FCX5.7%

not top 5SHW5.4%

5.4%AVYnot top 5

not top 5ECL5.3%

5.1%PKGnot top 5

5.1%STERV.HEnot top 5

5.0%AMCRnot top 5

Held in common5.8%

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

CUT vs FMAT Returns, Every Period

InvescoCUT

−2.2%

5 years, per year

FMATFidelity

+6.0%

5 years, per year

CUTFMATFaded: behind in that period

0–4FMAT wins

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

CUT vs FMAT

YTD

InvescoCUT

−1.6%

FMATFidelity

+10.8%

−1.6%Year to date+10.8%

−19.6%Worst drop · 1Y−13.5%

18.7%Volatility · 1Y19.2%

2.5%Yield1.4%

$30.7MAssets$599M

2–2level

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

Yields: CUT, FMAT, XLV

2.50%highest, CUT

FundTrailing yieldYield$10k

CUT2.50%$250

FMAT1.41%$141

XLV1.38%$138

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

Income After Fees on $10,000

$151most kept, CUT

CUT$250 − $99 = $151

FMAT$141 − $8 = $133

XLV$138 − $8 = $130

KeptFee

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

Return vs Bumpiness: 3 ETFs

+29.0%XLV, at 16.8% volatility

XLVWorst drop−10.5%16.8% vol

CUTWorst drop−19.6%18.7% vol

FMATWorst drop−13.5%19.2% vol

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

Paid More vs Made More

YTD

CUTXLV

−1.6%Year to date+20.9%

2.5%Yield1.4%

+5.1%Past year+29.0%

0.99%Fee0.08%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026