Compare · 3 funds side by side · dividends reinvested

MXI, FMAT and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,980XLF · best of the three

Story of the three · IncomeMost incomeMXI · 1.71% · $171 a year on $10k

Story of the three · RiskSmallest drop

MXI, FMAT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B1.8

iShares Global Materials ETFSectors · Materials0.37%1.71%+12.4%+17.4%+14.4%+7.2%−16.2%22.6%$393M2.0

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.41%+11.2%+15.9%+12.3%+5.3%−13.5%19.4%$599M2.1

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: MXI 2006 · FMAT 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Global Materials ETF · $393M$14,130

MXI

FMAT

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

$10,000 five years ago, dividends reinvested · they hold 25.6% in common

MXIMeasure

More Ways to See the Pairs

MXI vs FMAT: Top 5 Holdings

Today

MXI

26.3%in top 5

FMAT

in top 541.4%

MXIStockFMAT

not top 5LIN.DE16.3%

4.1%NEM8.4%

7.9%LINnot top 5

6.8%BHP.AXnot top 5

not top 5FCX

Cost, Income and Risk

Fees: MXI, FMAT, XLF

Today

0.08%lowest, FMAT

FundExpense ratioFee$10k

FMAT0.08%$8

XLF0.08%$8

MXI0.37%$37

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

Yields: MXI, FMAT, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

FMAT

+12.4%Year to dateJan 1 → Nov 13+11.2%

+17.4%1 yearTotal return+15.9%

+14.4%3 years · per year$10,000 became $14,977 · $14,173+12.3%

+7.2%5 years · per year$10,000 became $14,130 · $12,948+5.3%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

1.71%Trailing 12-mo yield$171 · $141 a year on $10k1.41%

−16.2%Worst dropSmaller is better−13.5%

22.6%VolatilityLower is calmer19.4%

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

5–3MXI wins

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

6.0%

not top 5SHW5.4%

not top 5ECL5.2%

4.4%AI.PAnot top 5

3.1%AEM.TOnot top 5

Held in common25.6%

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

MXI vs FMAT Returns, Every Period

5Y

iSharesMXI

+7.2%

5 years, per year

FMATFidelity

+5.3%

5 years, per year

MXIFMATFaded: behind in that period

4–0MXI wins

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

MXI vs XLF

YTD

iSharesMXI

+12.4%

XLFSPDR

+8.5%

+12.4%Year to date+8.5%

−16.2%Worst drop · 1Y−14.8%

22.6%Volatility · 1Y15.3%

1.7%Yield1.4%

$393MAssets$54.2B

2–2level

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

1Y

1.71%highest, MXI

FundTrailing yieldYield$10k

MXI1.71%$171

XLF1.41%$141

FMAT1.41%$141

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

Income After Fees on $10,000

1Y

$134most kept, MXI

MXI$171 − $37 = $134

XLF$141 − $8 = $133

FMAT$141 − $8 = $133

KeptFee

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

Overlap: MXI, FMAT, XLF

Today

25.6%most shared, MXI and FMAT

MXIFMATXLF

MXI—25.6%0.0%

FMAT25.6%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+17.4%MXI, at 22.6% volatility

XLFWorst drop−14.8%15.3% vol

FMATWorst drop−13.5%19.4% vol

MXIWorst drop−16.2%22.6% vol

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

Paid More vs Made More

YTD

MXIFMAT

+12.4%Year to date+11.2%

1.7%Yield1.4%

+17.4%Past year+15.9%

0.37%Fee0.08%

3–1MXI 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

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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MXI, FMAT and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three