Compare · 2 funds side by side · dividends reinvested

MXI and XLB

MXIiShares×XLBSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,539MXI · best of the two

02 / 04

MXI and XLB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Materials Select Sector SPDR ETFSectors · Materials0.08%1.60%+20.4%+28.9%+14.7%+7.0%−12.4%17.9%$8.5B1.4

iShares Global Materials ETFSectors · Materials0.37%1.66%+15.1%+25.6%+16.0%+7.8%−16.2%22.4%$393M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MXI 2006 · XLB 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Materials ETF · $393M$14,539

MXI

XLB

State Street Materials Select Sector SPDR ETF · $8.5B$14,055

$10,000 five years ago, dividends reinvested · they hold 38.0% in common

MXIMeasureXLB

+15.1%Year to dateJan 1 → Nov 4+20.4%

+25.6%1 yearTotal return+28.9%

+16.0%3 years · per year$10,000 became $15,629 · $15,077+14.7%

+7.8%5 years · per year$10,000 became $14,539 · $14,055+7.0%

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

1.66%Trailing 12-mo yield$166 · $160 a year on $10k1.60%

−16.2%Worst dropSmaller is better−12.4%

22.4%VolatilityLower is calmer17.9%

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

3–5XLB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MXI vs XLB: Top 5 Holdings

Today

MXI

25.8%in top 5

XLB

in top 534.3%

MXIStockXLB

7.9%LIN12.8%

6.7%BHP.AXnot top 5

3.8%NEM6.2%

not top 5VMC5.2%

not top 5ECL5.1%

not top 5MLM4.9%

4.4%AI.PAnot top 5

3.0%FCXnot top 5

Held in common38.0%

End-of-day Nov 4, 2026 · share of each fund

MXI vs XLB Returns, Every Period

iSharesMXI

+7.8%

5 years, per year

XLBSPDR

+7.0%

5 years, per year

MXIXLBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MXI vs XLB

YTD

iSharesMXI

+15.1%

XLBSPDR

+20.4%

+15.1%Year to date+20.4%

−16.2%Worst drop · 1Y−12.4%

22.4%Volatility · 1Y17.9%

1.7%Yield1.6%

$393MAssets$8.5B

3–1XLB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MXI, XLB

Today

0.08%lowest, XLB

FundExpense ratioFee$10k

XLB0.08%$8

MXI0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MXI, XLB

1.66%highest, MXI

FundTrailing yieldYield$10k

MXI1.66%$166

XLB1.60%$160

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, XLB

XLB$160 − $8 = $152

MXI$166 − $37 = $129

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MXI, XLB

Today

38.0%most shared, MXI and XLB

MXIXLB

MXI—38.0%

XLB38.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.9%XLB, at 17.9% volatility

XLBWorst drop−12.4%17.9% vol

MXIWorst drop−16.2%22.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MXIXLB

+15.1%Year to date+20.4%

1.7%Yield1.6%

+25.6%Past year+28.9%

0.37%Fee0.08%

3–1XLB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026