Compare · 2 funds side by side · dividends reinvested

IYM and FXZ

IYMiShares×FXZFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,640IYM · best of the two

02 / 04

IYM and FXZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.28%+17.9%+29.4%+15.4%+7.9%−13.6%20.5%$1.2B1.1

First Trust Materials AlphaDEX FundSectors · Materials0.64%1.38%+16.4%+28.0%+9.7%+6.2%−15.2%23.4%$361M1.9

Rank among the two1st → 2ndFee, 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: IYM 2000 · FXZ 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Basic Materials ETF · $1.2B$14,640

IYM

FXZ

First Trust Materials AlphaDEX Fund · $361M$13,535

$10,000 five years ago, dividends reinvested · they hold 55.5% in common

IYMMeasureFXZ

+17.9%Year to dateJan 1 → Nov 6+16.4%

+29.4%1 yearTotal return+28.0%

+15.4%3 years · per year$10,000 became $15,358 · $13,198+9.7%

+7.9%5 years · per year$10,000 became $14,640 · $13,535+6.2%

0.37%Expense ratio$37 · $64 a year on $10k · lower is better0.64%

1.28%Trailing 12-mo yield$128 · $138 a year on $10k1.38%

−13.6%Worst dropSmaller is better−15.2%

20.5%VolatilityLower is calmer23.4%

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

7–1IYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYM vs FXZ: Top 5 Holdings

Today

IYM

51.7%in top 5

FXZ

in top 524.3%

IYMStockFXZ

21.4%LINnot top 5

11.3%NEM5.1%

7.4%FCXnot top 5

6.9%ECLnot top 5

not top 5CF5.1%

not top 5STLD4.9%

4.8%APDnot top 5

not top 5AU4.7%

not top 5AA4.5%

Held in common55.5%

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

IYM vs FXZ Returns, Every Period

iSharesIYM

+7.9%

5 years, per year

FXZFirst Trust

+6.2%

5 years, per year

IYMFXZFaded: behind in that period

4–0IYM wins

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

IYM vs FXZ

YTD

iSharesIYM

+17.9%

FXZFirst Trust

+16.4%

+17.9%Year to date+16.4%

−13.6%Worst drop · 1Y−15.2%

20.5%Volatility · 1Y23.4%

1.3%Yield1.4%

$1.2BAssets$361M

3–1IYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYM, FXZ

Today

0.37%lowest, IYM

FundExpense ratioFee$10k

IYM0.37%$37

FXZ0.64%$64

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

Yields: IYM, FXZ

1.38%highest, FXZ

FundTrailing yieldYield$10k

FXZ1.38%$138

IYM1.28%$128

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

Income After Fees on $10,000

$91most kept, IYM

IYM$128 − $37 = $91

FXZ$138 − $64 = $74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IYM, FXZ

Today

55.5%most shared, IYM and FXZ

IYMFXZ

IYM—55.5%

FXZ55.5%—

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

Return vs Bumpiness: 2 ETFs

+29.4%IYM, at 20.5% volatility

IYMWorst drop−13.6%20.5% vol

FXZWorst drop−15.2%23.4% vol

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

Paid More vs Made More

YTD

FXZIYM

+16.4%Year to date+17.9%

1.4%Yield1.3%

+28.0%Past year+29.4%

0.64%Fee0.37%

3–1IYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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