Compare · 2 funds side by side · dividends reinvested

IBAT and MXI

Not found: EWQ, JIG

IBATiShares×MXIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,888MXI · best of the two

02 / 04

IBAT and MXI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Materials ETFSectors · Materials0.37%1.73%+11.0%+19.8%+15.1%+6.8%−16.2%22.1%$393M1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+26.4%+13.6%[…][…]−25.9%32.1%$55M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IBAT 2024 · MXI 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $55M[…]

IBAT

MXI

iShares Global Materials ETF · $393M$13,888

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

IBATMeasureMXI

+26.4%Year to dateJan 1 → Nov 3+11.0%

+13.6%1 yearTotal return+19.8%

[…]3 years · per year$10,000 became […] · $15,239+15.1%

[…]5 years · per year$10,000 became […] · $13,888+6.8%

0.47%Expense ratio$47 · $37 a year on $10k · lower is better0.37%

0.84%Trailing 12-mo yield$84 · $173 a year on $10k1.73%

−25.9%Worst dropSmaller is better−16.2%

32.1%VolatilityLower is calmer22.1%

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

1–5MXI wins

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

More Ways to See the Pairs

IBAT vs MXI: Top 5 Holdings

Today

IBAT

34.0%in top 5

MXI

in top 525.9%

IBATStockMXI

not top 5LIN7.9%

7.3%APDnot top 5

7.1%BEnot top 5

7.1%AI.PA4.3%

not top 5BHP.AX6.9%

6.5%BAS.DEnot top 5

6.0%6762.Tnot top 5

not top 5NEM3.8%

not top 5FCX3.0%

Held in common17.7%

End-of-day Nov 3, 2026 · share of each fund

IBAT vs MXI Returns, Every Period

iSharesIBAT

+13.6%

past year

MXIiShares

+19.8%

past year

IBATMXIFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IBAT vs MXI

YTD

iSharesIBAT

+26.4%

MXIiShares

+11.0%

+26.4%Year to date+11.0%

−25.9%Worst drop · 1Y−16.2%

32.1%Volatility · 1Y22.1%

0.8%Yield1.7%

$55.0MAssets$393M

3–1MXI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBAT, MXI

Today

0.37%lowest, MXI

FundExpense ratioFee$10k

MXI0.37%$37

IBAT0.47%$47

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IBAT, MXI

1.73%highest, MXI

FundTrailing yieldYield$10k

MXI1.73%$173

IBAT0.84%$84

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, MXI

MXI$173 − $37 = $136

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IBAT, MXI

Today

17.7%most shared, IBAT and MXI

IBATMXI

IBAT—17.7%

MXI17.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.8%MXI, at 22.1% volatility

MXIWorst drop−16.2%22.1% vol

IBATWorst drop−25.9%32.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MXIIBAT

+11.0%Year to date+26.4%

1.7%Yield0.8%

+19.8%Past year+13.6%

0.37%Fee0.47%

3–1MXI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026