Compare · 3 funds side by side · dividends reinvested

WOOD, FMAT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

WOOD, FMAT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.5

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.36%+14.6%+23.3%+14.3%+6.8%−13.5%19.0%$574M1.9

iShares Global Timber & Forestry ETFSectors · Materials0.39%2.49%−5.1%+1.0%+0.4%−2.5%−21.6%18.0%$255M2.5

Rank among the three1st → 3rdFee, 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: WOOD 2008 · FMAT 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Timber & Forestry ETF · $255M$8,823

WOOD

FMAT

Fidelity MSCI Materials Index ETF · $574M$13,913

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

WOODMeasureFMAT

−5.1%Year to dateJan 1 → Nov 4+14.6%

+1.0%1 yearTotal return+23.3%

+0.4%3 years · per year$10,000 became $10,133 · $14,920+14.3%

−2.5%5 years · per year$10,000 became $8,823 · $13,913+6.8%

0.39%Expense ratio$39 · $8 a year on $10k · lower is better0.08%

2.49%Trailing 12-mo yield$249 · $136 a year on $10k1.36%

−21.6%Worst dropSmaller is better−13.5%

18.0%VolatilityLower is calmer19.0%

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

2–6FMAT wins

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

More Ways to See the Pairs

WOOD vs FMAT: Top 5 Holdings

Today

WOOD

32.4%in top 5

FMAT

in top 540.5%

WOODStockFMAT

not top 5LIN.DE16.1%

8.6%SUZB3.SAnot top 5

8.4%WYnot top 5

not top 5NEM7.8%

not top 5FCX6.1%

5.6%SCA-B.STnot top 5

not top 5SHW5.3%

not top 5ECL5.3%

5.0%WFG.TOnot top 5

4.8%002078.Snot top 5

Held in common0.1%

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

WOOD vs FMAT Returns, Every Period

iSharesWOOD

−2.5%

5 years, per year

FMATFidelity

+6.8%

5 years, per year

WOODFMATFaded: behind in that period

0–4FMAT wins

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

WOOD vs XLE

YTD

iSharesWOOD

−5.1%

XLESPDR

+44.9%

−5.1%Year to date+44.9%

−21.6%Worst drop · 1Y−15.0%

18.0%Volatility · 1Y23.2%

2.5%Yield2.4%

$255MAssets$44.1B

2–2level

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

Cost, Income and Risk

Fees: WOOD, FMAT, XLE

Today

0.08%lowest, FMAT

FundExpense ratioFee$10k

FMAT0.08%$8

XLE0.08%$8

WOOD0.39%$39

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

Yields: WOOD, FMAT, XLE

2.49%highest, WOOD

FundTrailing yieldYield$10k

WOOD2.49%$249

XLE2.40%$240

FMAT1.36%$136

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

WOOD$249 − $39 = $210

FMAT$136 − $8 = $128

KeptFee

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

Overlap: WOOD, FMAT, XLE

Today

0.1%most shared, WOOD and FMAT

WOODFMATXLE

WOOD—0.1%0.0%

FMAT0.1%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

WOODWorst drop−21.6%18.0% vol

FMATWorst drop−13.5%19.0% vol

XLEWorst drop−15.0%23.2% vol

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

Paid More vs Made More

YTD

WOODXLE

−5.1%Year to date+44.9%

2.5%Yield2.4%

+1.0%Past year+48.2%

0.39%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026