Compare · 3 funds side by side · dividends reinvested

PSCM, FMAT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

PSCM, FMAT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.3

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.37%+13.8%+23.3%+13.0%+6.4%−13.5%19.4%$599M1.9

Invesco S&P SmallCap Materials ETFSectors · Materials0.29%1.13%+9.4%+22.9%+15.6%+7.6%−18.5%23.6%$17M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PSCM 2010 · FMAT 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Materials ETF · $17M$14,396

PSCM

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PSCMMeasureXLE

+9.4%Year to dateJan 1 → Nov 9+41.3%

+22.9%1 yearTotal return+44.3%

+15.6%3 years · per year$10,000 became $15,454 · $15,555+15.9%

+7.6%5 years · per year$10,000 became $14,396 · $25,271+20.4%

0.29%Expense ratio$29 · $8 a year on $10k · lower is better0.08%

1.13%Trailing 12-mo yield$113 · $246 a year on $10k2.46%

−18.5%Worst dropSmaller is better−15.0%

23.6%VolatilityLower is calmer23.3%

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

0–8XLE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSCM vs XLE: Top 5 Holdings

Today

PSCM

42.5%in top 5

XLE

in top 559.6%

PSCMStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

10.6%EMNnot top 5

10.3%ESInot top 5

8.0%BCPCnot top 5

not top 5COP7.3%

7.3%SXTnot top 5

6.4%HCCnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PSCM vs XLE Returns, Every Period

InvescoPSCM

+7.6%

5 years, per year

XLESPDR

+20.4%

5 years, per year

PSCMXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PSCM vs XLE

YTD

InvescoPSCM

+9.4%

XLESPDR

+41.3%

+9.4%Year to date+41.3%

−18.5%Worst drop · 1Y−15.0%

23.6%Volatility · 1Y23.3%

1.1%Yield2.5%

$16.8MAssets$40.5B

4–0XLE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCM, FMAT, XLE

Today

0.08%lowest, FMAT

FundExpense ratioFee$10k

FMAT0.08%$8

XLE0.08%$8

PSCM0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PSCM, FMAT, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FMAT1.37%$137

PSCM1.13%$113

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FMAT$137 − $8 = $129

PSCM$113 − $29 = $84

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PSCM, FMAT, XLE

Today

4.7%most shared, PSCM and FMAT

PSCMFMATXLE

PSCM—4.7%0.0%

FMAT4.7%—0.0%

XLE0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

FMATWorst drop−13.5%19.4% vol

XLEWorst drop−15.0%23.3% vol

PSCMWorst drop−18.5%23.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFMAT

+41.3%Year to date+13.8%

2.5%Yield1.4%

+44.3%Past year+23.3%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026