Compare · 2 funds side by side · dividends reinvested

MXI and FXZ

MXIiShares×FXZFirst Trust×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,452MXI · best of the two

Story of the two · IncomeMost incomeMXI · 1.68% · $168 a year on $10k

Story of the two · RiskSmallest drop

MXI and FXZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Materials ETFSectors · Materials0.37%1.68%+14.2%+23.9%+14.2%+7.6%−16.2%22.7%$410M1.4

First Trust Materials AlphaDEX FundSectors · Materials0.64%1.33%+20.6%+34.2%+10.2%+6.9%−15.2%23.6%$355M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: MXI 2006 · FXZ 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Global Materials ETF · $410M$14,452

MXI

FXZ

First Trust Materials AlphaDEX Fund · $355M$13,951

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

MXIMeasureFXZ

+14.2%

More Ways to See the Pairs

MXI vs FXZ: Top 5 Holdings

Today

MXI

26.4%in top 5

FXZ

in top 525.1%

MXIStockFXZ

7.8%LINnot top 5

6.7%BHP.AXnot top 5

not top 5AUGO5.2%

4.3%NEM5.1%

not top 5AU

Cost, Income and Risk

Fees: MXI, FXZ

Today

0.37%lowest, MXI

FundExpense ratioFee$10k

MXI0.37%$37

FXZ0.64%$64

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

Yields: MXI, FXZ

1Y

1.68%highest, MXI

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to date

Jan 1 → Nov 10

+20.6%

+23.9%1 yearTotal return+34.2%

+14.2%3 years · per year$10,000 became $14,911 · $13,399+10.2%

+7.6%5 years · per year$10,000 became $14,451 · $13,951+6.9%

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

1.68%Trailing 12-mo yield$168 · $133 a year on $10k1.33%

−16.2%Worst dropSmaller is better−15.2%

22.7%VolatilityLower is calmer23.6%

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

5–3MXI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

not top 5CF4.9%

not top 5STLD4.8%

4.4%AI.PAnot top 5

3.3%AEM.TOnot top 5

Held in common18.1%

End-of-day Nov 10, 2026 · share of each fund

MXI vs FXZ Returns, Every Period

5Y

iSharesMXI

+7.6%

5 years, per year

FXZFirst Trust

+6.9%

5 years, per year

MXIFXZFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MXI vs FXZ

YTD

iSharesMXI

+14.2%

FXZFirst Trust

+20.6%

+14.2%Year to date+20.6%

−16.2%Worst drop · 1Y−15.2%

22.7%Volatility · 1Y23.6%

1.7%Yield1.3%

$410MAssets$355M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

MXI1.68%$168

FXZ1.33%$133

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$131most kept, MXI

MXI$168 − $37 = $131

FXZ$133 − $64 = $69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MXI, FXZ

Today

18.1%most shared, MXI and FXZ

MXIFXZ

MXI—18.1%

FXZ18.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+34.2%FXZ, at 23.6% volatility

MXIWorst drop−16.2%22.7% vol

FXZWorst drop−15.2%23.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MXIFXZ

+14.2%Year to date+20.6%

1.7%Yield1.3%

+23.9%Past year+34.2%

0.37%Fee0.64%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

MXI and FXZ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two