Compare · 3 funds side by side · dividends reinvested

MXI, XLB and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

MXI, XLB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

State Street Materials Select Sector SPDR ETFSectors · Materials0.08%1.64%+17.5%+25.0%+14.1%+6.2%−12.4%17.8%$8.5B2.0

iShares Global Materials ETFSectors · Materials0.37%1.73%+11.0%+19.8%+15.1%+6.8%−16.2%22.1%$393M2.4

Rank among the three1st → 3rdFee, 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: MXI 2006 · XLB 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MXI

XLB

State Street Materials Select Sector SPDR ETF · $8.5B$13,519

$10,000 five years ago, dividends reinvested · they hold 37.9% in common

MXIMeasureXLB

+11.0%Year to dateJan 1 → Nov 3+17.5%

+19.8%1 yearTotal return+25.0%

+15.1%3 years · per year$10,000 became $15,239 · $14,860+14.1%

+6.8%5 years · per year$10,000 became $13,888 · $13,519+6.2%

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

1.73%Trailing 12-mo yield$173 · $164 a year on $10k1.64%

−16.2%Worst dropSmaller is better−12.4%

22.1%VolatilityLower is calmer17.8%

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

3–5XLB wins

End-of-day Nov 3, 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

25.9%in top 5

XLB

in top 534.5%

MXIStockXLB

7.9%LIN12.6%

6.9%BHP.AXnot top 5

3.8%NEM6.4%

3.0%FCX5.2%

not top 5VMC5.2%

not top 5ECL5.1%

4.3%AI.PAnot top 5

Held in common37.9%

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

MXI vs XLB Returns, Every Period

iSharesMXI

+6.8%

5 years, per year

XLBSPDR

+6.2%

5 years, per year

MXIXLBFaded: behind in that period

2–2Level

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

MXI vs XLB

YTD

iSharesMXI

+11.0%

XLBSPDR

+17.5%

+11.0%Year to date+17.5%

−16.2%Worst drop · 1Y−12.4%

22.1%Volatility · 1Y17.8%

1.7%Yield1.6%

$393MAssets$8.5B

3–1XLB wins

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

Cost, Income and Risk

Fees: MXI, XLB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLB0.08%$8

MXI0.37%$37

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

Yields: MXI, XLB, VOO

1.73%highest, MXI

FundTrailing yieldYield$10k

MXI1.73%$173

XLB1.64%$164

VOO1.07%$107

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

Income After Fees on $10,000

$156most kept, XLB

XLB$164 − $8 = $156

MXI$173 − $37 = $136

VOO$107 − $3 = $104

KeptFee

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

Overlap: MXI, XLB, VOO

Today

37.9%most shared, MXI and XLB

MXIXLBVOO

MXI—37.9%1.6%

XLB37.9%—1.6%

VOO1.6%1.6%—

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

Return vs Bumpiness: 3 ETFs

+25.0%XLB, at 17.8% volatility

VOOWorst drop−8.9%12.7% vol

XLBWorst drop−12.4%17.8% 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

MXIXLB

+11.0%Year to date+17.5%

1.7%Yield1.6%

+19.8%Past year+25.0%

0.37%Fee0.08%

3–1XLB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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