Compare · 2 funds side by side · dividends reinvested

SETM and IYM

SETMSprott×IYMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,057IYM · best of the two

02 / 04

SETM and IYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.25%+20.3%+31.6%+16.4%+8.5%−13.6%20.4%$1.2B1.3

Sprott Critical Materials ETFSectors · Materials0.65%1.82%−14.0%−0.9%+18.0%[…]−39.6%46.4%$417M1.7

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: SETM 2023 · IYM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Sprott Critical Materials ETF · $417M[…]

SETM

IYM

iShares U.S. Basic Materials ETF · $1.2B$15,057

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

SETMMeasureIYM

−14.0%Year to dateJan 1 → Nov 4+20.3%

−0.9%1 yearTotal return+31.6%

+18.0%3 years · per year$10,000 became $16,418 · $15,752+16.4%

[…]5 years · per year$10,000 became […] · $15,057+8.5%

0.65%Expense ratio$65 · $37 a year on $10k · lower is better0.37%

1.82%Trailing 12-mo yield$182 · $125 a year on $10k1.25%

−39.6%Worst dropSmaller is better−13.6%

46.4%VolatilityLower is calmer20.4%

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

2–5IYM wins

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

More Ways to See the Pairs

SETM vs IYM: Top 5 Holdings

Today

SETM

23.7%in top 5

IYM

in top 550.7%

SETMStockIYM

not top 5LIN20.9%

not top 5NEM10.1%

5.5%FCX7.9%

not top 5ECL6.8%

5.0%CCJnot top 5

5.0%LYC.AXnot top 5

not top 5APD4.9%

4.3%KAP.ILnot top 5

3.9%TECKnot top 5

Held in common9.8%

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

SETM vs IYM Returns, Every Period

SprottSETM

−0.9%

past year

IYMiShares

+31.6%

past year

SETMIYMFaded: behind in that period

1–2IYM wins

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

SETM vs IYM

YTD

SprottSETM

−14.0%

IYMiShares

+20.3%

−14.0%Year to date+20.3%

−39.6%Worst drop · 1Y−13.6%

46.4%Volatility · 1Y20.4%

1.8%Yield1.3%

$417MAssets$1.2B

3–1IYM wins

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

Cost, Income and Risk

Fees: SETM, IYM

Today

0.37%lowest, IYM

FundExpense ratioFee$10k

IYM0.37%$37

SETM0.65%$65

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

Yields: SETM, IYM

1.82%highest, SETM

FundTrailing yieldYield$10k

SETM1.82%$182

IYM1.25%$125

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

Income After Fees on $10,000

$117most kept, SETM

SETM$182 − $65 = $117

IYM$125 − $37 = $88

KeptFee

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

Overlap: SETM, IYM

Today

9.8%most shared, SETM and IYM

SETMIYM

SETM—9.8%

IYM9.8%—

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

Return vs Bumpiness: 2 ETFs

+31.6%IYM, at 20.4% volatility

IYMWorst drop−13.6%20.4% vol

SETMWorst drop−39.6%46.4% vol

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

Paid More vs Made More

YTD

SETMIYM

−14.0%Year to date+20.3%

1.8%Yield1.3%

−0.9%Past year+31.6%

0.65%Fee0.37%

3–1IYM 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