Compare · 2 funds side by side · dividends reinvested

XLB and MXI

XLBSPDR×MXIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,888MXI · best of the two

02 / 04

XLB and MXI, 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%$8.5B1.4

iShares Global Materials ETFSectors · Materials0.37%1.73%+11.0%+19.8%+15.1%+6.8%−16.2%22.1%$393M1.6

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 · MXI 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

XLB

MXI

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

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

XLBMeasureMXI

+17.5%Year to dateJan 1 → Nov 3+11.0%

+25.0%1 yearTotal return+19.8%

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

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

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

1.64%Trailing 12-mo yield$164 · $173 a year on $10k1.73%

−12.4%Worst dropSmaller is better−16.2%

17.8%VolatilityLower is calmer22.1%

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

5–3XLB wins

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 MXI: Top 5 Holdings

Today

XLB

34.5%in top 5

MXI

in top 525.9%

XLBStockMXI

12.6%LIN7.9%

not top 5BHP.AX6.9%

6.4%NEM3.8%

5.2%FCX3.0%

5.2%VMCnot top 5

5.1%ECLnot top 5

not top 5AI.PA4.3%

Held in common37.9%

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

XLB vs MXI Returns, Every Period

SPDRXLB

+6.2%

5 years, per year

MXIiShares

+6.8%

5 years, per year

XLBMXIFaded: behind in that period

2–2Level

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

XLB vs MXI

YTD

SPDRXLB

+17.5%

MXIiShares

+11.0%

+17.5%Year to date+11.0%

−12.4%Worst drop · 1Y−16.2%

17.8%Volatility · 1Y22.1%

1.6%Yield1.7%

$8.5BAssets$393M

3–1XLB wins

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

Cost, Income and Risk

Fees: XLB, MXI

Today

0.08%lowest, XLB

FundExpense ratioFee$10k

XLB0.08%$8

MXI0.37%$37

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

Yields: XLB, MXI

1.73%highest, MXI

FundTrailing yieldYield$10k

MXI1.73%$173

XLB1.64%$164

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

KeptFee

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

Overlap: XLB, MXI

Today

37.9%most shared, XLB and MXI

XLBMXI

XLB—37.9%

MXI37.9%—

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

Return vs Bumpiness: 2 ETFs

+25.0%XLB, at 17.8% volatility

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 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