Compare · 3 funds side by side · dividends reinvested

FXZ, FMAT and XLK

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,150XLK · best of the three

Story of the three · IncomeMost incomeFMAT · 1.41% · $141 a year on $10k

Story of the three · RiskSmallest drop

FXZ, FMAT and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.41%+11.2%+15.9%+12.3%+5.3%−13.5%19.4%$599M1.9

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+18.7%+16.5%+25.4%+16.2%−19.6%28.8%$117B1.9

First Trust Materials AlphaDEX FundSectors · Materials0.64%1.38%+16.4%+23.1%+9.3%+5.6%−15.2%23.6%$355M2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: FXZ 2007 · FMAT 2013 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Materials AlphaDEX Fund · $355M$13,144

FXZ

FMAT

Fidelity MSCI Materials Index ETF · $599M$12,948

$10,000 five years ago, dividends reinvested · they hold 30.0% in common

FXZMeasure

More Ways to See the Pairs

FXZ vs FMAT: Top 5 Holdings

Today

FXZ

24.7%in top 5

FMAT

in top 541.4%

FXZStockFMAT

not top 5LIN.DE16.3%

4.7%NEM8.4%

not top 5FCX6.0%

not top 5SHW5.4%

5.3%CF

Cost, Income and Risk

Fees: FXZ, FMAT, XLK

Today

0.08%lowest, FMAT

FundExpense ratioFee$10k

FMAT0.08%$8

XLK0.08%$8

FXZ0.64%$64

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FXZ, FMAT, XLK

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+18.7%

VGTVanguard

+18.4%

+18.7%Year to date+18.4%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

2–0XLK wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

FMAT

+16.4%Year to dateJan 1 → Nov 13+11.2%

+23.1%1 yearTotal return+15.9%

+9.3%3 years · per year$10,000 became $13,062 · $14,173+12.3%

+5.6%5 years · per year$10,000 became $13,144 · $12,948+5.3%

0.64%Expense ratio$64 · $8 a year on $10k · lower is better0.08%

1.38%Trailing 12-mo yield$138 · $141 a year on $10k1.41%

−15.2%Worst dropSmaller is better−13.5%

23.6%VolatilityLower is calmer19.4%

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

3–5FMAT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5ECL5.2%

5.2%STLDnot top 5

4.8%AUGOnot top 5

4.7%AAnot top 5

Held in common30.0%

End-of-day Nov 13, 2026 · share of each fund

FXZ vs FMAT Returns, Every Period

5Y

First TrustFXZ

+5.6%

5 years, per year

FMATFidelity

+5.3%

5 years, per year

FXZFMATFaded: behind in that period

3–1FXZ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FXZ vs FMAT

YTD

First TrustFXZ

+16.4%

FMATFidelity

+11.2%

+16.4%Year to date+11.2%

−15.2%Worst drop · 1Y−13.5%

23.6%Volatility · 1Y19.4%

1.4%Yield1.4%

$355MAssets$599M

2–1FMAT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.41%highest, FMAT

FundTrailing yieldYield$10k

FMAT1.41%$141

FXZ1.38%$138

XLK0.49%$49

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$133most kept, FMAT

FMAT$141 − $8 = $133

FXZ$138 − $64 = $74

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FXZ, FMAT, XLK

Today

30.0%most shared, FXZ and FMAT

FXZFMATXLK

FXZ—30.0%0.0%

FMAT30.0%—0.0%

XLK0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.1%FXZ, at 23.6% volatility

FMATWorst drop−13.5%19.4% vol

FXZWorst drop−15.2%23.6% vol

XLKWorst drop−19.6%28.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FMATXLK

+11.2%Year to date+18.7%

1.4%Yield0.5%

+15.9%Past year+16.5%

0.08%Fee0.08%

2–1XLK wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FXZ, FMAT and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three