Compare · 2 funds side by side · dividends reinvested

XLB and IYM

XLBSPDR×IYMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,344IYM · best of the two

02 / 04

XLB and IYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Materials Select Sector SPDR ETFSectors · Materials0.08%1.64%+17.5%+25.0%+14.1%+6.2%−12.4%17.8%$8.5B1.5

iShares U.S. Basic Materials ETFSectors · Materials0.37%1.28%+17.7%+27.7%+15.9%+7.5%−13.6%20.4%$1.2B1.5

Rank among the two1st → 2ndFee, 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: XLB 1998 · IYM 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

XLB

IYM

iShares U.S. Basic Materials ETF · $1.2B$14,344

$10,000 five years ago, dividends reinvested · they hold 53.4% in common

XLBMeasureIYM

+17.5%Year to dateJan 1 → Nov 3+17.7%

+25.0%1 yearTotal return+27.7%

+14.1%3 years · per year$10,000 became $14,860 · $15,552+15.9%

+6.2%5 years · per year$10,000 became $13,519 · $14,344+7.5%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

1.64%Trailing 12-mo yield$164 · $128 a year on $10k1.28%

−12.4%Worst dropSmaller is better−13.6%

17.8%VolatilityLower is calmer20.4%

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

4–4Level

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

More Ways to See the Pairs

XLB vs IYM: Top 5 Holdings

Today

XLB

34.5%in top 5

IYM

in top 550.9%

XLBStockIYM

12.6%LIN21.0%

6.4%NEM10.0%

5.2%FCX8.0%

5.1%ECL6.8%

5.2%VMCnot top 5

not top 5APD5.0%

Held in common53.4%

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

XLB vs IYM Returns, Every Period

SPDRXLB

+6.2%

5 years, per year

IYMiShares

+7.5%

5 years, per year

XLBIYMFaded: behind in that period

0–4IYM wins

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

XLB vs IYM

YTD

SPDRXLB

+17.5%

IYMiShares

+17.7%

+17.5%Year to date+17.7%

−12.4%Worst drop · 1Y−13.6%

17.8%Volatility · 1Y20.4%

1.6%Yield1.3%

$8.5BAssets$1.2B

3–1XLB wins

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

Cost, Income and Risk

Fees: XLB, IYM

Today

0.08%lowest, XLB

FundExpense ratioFee$10k

XLB0.08%$8

IYM0.37%$37

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

Yields: XLB, IYM

1.64%highest, XLB

FundTrailing yieldYield$10k

XLB1.64%$164

IYM1.28%$128

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

Income After Fees on $10,000

$156most kept, XLB

XLB$164 − $8 = $156

IYM$128 − $37 = $91

KeptFee

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

Overlap: XLB, IYM

Today

53.4%most shared, XLB and IYM

XLBIYM

XLB—53.4%

IYM53.4%—

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

Return vs Bumpiness: 2 ETFs

+27.7%IYM, at 20.4% volatility

XLBWorst drop−12.4%17.8% vol

IYMWorst drop−13.6%20.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLBIYM

+17.5%Year to date+17.7%

1.6%Yield1.3%

+25.0%Past year+27.7%

0.08%Fee0.37%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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