Compare · 2 funds side by side · dividends reinvested

IYM and MXI

IYMiShares×MXIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,344IYM · best of the two

02 / 04

IYM and MXI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.28%+17.7%+27.7%+15.9%+7.5%−13.6%20.4%$1.2B1.1

iShares Global Materials ETFSectors · Materials0.37%1.73%+11.0%+19.8%+15.1%+6.8%−16.2%22.1%$393M1.8

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: IYM 2000 · MXI 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Basic Materials ETF · $1.2B$14,344

IYM

MXI

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

$10,000 five years ago, dividends reinvested · they hold 27.1% in common

IYMMeasureMXI

+17.7%Year to dateJan 1 → Nov 3+11.0%

+27.7%1 yearTotal return+19.8%

+15.9%3 years · per year$10,000 became $15,552 · $15,239+15.1%

+7.5%5 years · per year$10,000 became $14,344 · $13,888+6.8%

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

1.28%Trailing 12-mo yield$128 · $173 a year on $10k1.73%

−13.6%Worst dropSmaller is better−16.2%

20.4%VolatilityLower is calmer22.1%

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

6–1IYM wins

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

More Ways to See the Pairs

IYM vs MXI: Top 5 Holdings

Today

IYM

50.9%in top 5

MXI

in top 525.9%

IYMStockMXI

21.0%LIN7.9%

10.0%NEM3.8%

8.0%FCX3.0%

not top 5BHP.AX6.9%

6.8%ECLnot top 5

5.0%APDnot top 5

not top 5AI.PA4.3%

Held in common27.1%

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

IYM vs MXI Returns, Every Period

iSharesIYM

+7.5%

5 years, per year

MXIiShares

+6.8%

5 years, per year

IYMMXIFaded: behind in that period

4–0IYM wins

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

IYM vs MXI

YTD

iSharesIYM

+17.7%

MXIiShares

+11.0%

+17.7%Year to date+11.0%

−13.6%Worst drop · 1Y−16.2%

20.4%Volatility · 1Y22.1%

1.3%Yield1.7%

$1.2BAssets$393M

3–1IYM wins

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

Cost, Income and Risk

Fees: IYM, MXI

Today

0.37%lowest, IYM

FundExpense ratioFee$10k

IYM0.37%$37

MXI0.37%$37

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

Yields: IYM, MXI

1.73%highest, MXI

FundTrailing yieldYield$10k

MXI1.73%$173

IYM1.28%$128

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

Income After Fees on $10,000

$136most kept, MXI

MXI$173 − $37 = $136

IYM$128 − $37 = $91

KeptFee

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

Overlap: IYM, MXI

Today

27.1%most shared, IYM and MXI

IYMMXI

IYM—27.1%

MXI27.1%—

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

Return vs Bumpiness: 2 ETFs

+27.7%IYM, at 20.4% volatility

IYMWorst drop−13.6%20.4% vol

MXIWorst drop−16.2%22.1% vol

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

Paid More vs Made More

YTD

MXIIYM

+11.0%Year to date+17.7%

1.7%Yield1.3%

+19.8%Past year+27.7%

0.37%Fee0.37%

2–1IYM 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