Compare · 3 funds side by side · dividends reinvested

XLB, SUPP and DRES

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,055XLB · best of the three

02 / 04

XLB, SUPP and DRES, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Materials Select Sector SPDR ETFSectors · Materials0.08%1.60%+20.4%+28.9%+14.7%+7.0%−12.4%17.9%$8.5B1.5

GMO Domestic Resilience ETFUnsorted0.50%0.66%+21.8%+23.7%[…][…]−11.9%17.1%$152M1.5

TCW Transform Supply Chain ETFUnsorted0.75%0.00%+5.4%+1.8%+16.6%[…]−18.1%24.8%$11M2.7

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: XLB 1998 · SUPP 2023 · DRES 2025

Head to Head

Swap sides Versus in desk

Head to Head

State Street Materials Select Sector SPDR ETF · $8.5B$14,055

XLB

SUPP

TCW Transform Supply Chain ETF · $11M[…]

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

XLBMeasureSUPP

+20.4%Year to dateJan 1 → Nov 4+5.4%

+28.9%1 yearTotal return+1.8%

+14.7%3 years · per year$10,000 became $15,077 · $15,854+16.6%

+7.0%5 years · per year$10,000 became $14,055 · […][…]

0.08%Expense ratio$8 · $75 a year on $10k · lower is better0.75%

1.60%Trailing 12-mo yield$160 · $0 a year on $10k0.00%

−12.4%Worst dropSmaller is better−18.1%

17.9%VolatilityLower is calmer24.8%

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

6–1XLB wins

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

More Ways to See the Pairs

XLB vs SUPP: Top 5 Holdings

Today

XLB

34.3%in top 5

SUPP

in top 532.2%

XLBStockSUPP

12.8%LINnot top 5

4.9%MLM7.7%

not top 5TSM6.6%

not top 5NVDA6.4%

6.2%NEMnot top 5

not top 5TDG5.8%

not top 5AMZN5.5%

5.2%VMCnot top 5

5.1%ECLnot top 5

Held in common4.9%

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

XLB vs SUPP Returns, Every Period

SPDRXLB

+28.9%

past year

SUPPTCW

+1.8%

past year

XLBSUPPFaded: behind in that period

2–1XLB wins

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

Sector vs Unsorted: XLB vs DRES

YTD

SPDRXLB

+20.4%

DRESGMO

+21.8%

+20.4%Year to date+21.8%

−12.4%Worst drop · 1Y−11.9%

17.9%Volatility · 1Y17.1%

1.6%Yield0.7%

$8.5BAssets$152M

3–1DRES wins

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

Cost, Income and Risk

Fees: XLB, SUPP, DRES

Today

0.08%lowest, XLB

FundExpense ratioFee$10k

XLB0.08%$8

DRES0.50%$50

SUPP0.75%$75

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

Yields: XLB, SUPP, DRES

1.60%highest, XLB

FundTrailing yieldYield$10k

XLB1.60%$160

DRES0.66%$66

SUPP0.00%$0

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

Income After Fees on $10,000

$152most kept, XLB

XLB$160 − $8 = $152

DRES$66 − $50 = $16

SUPP$0 − $75 = −$75

KeptFee

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

Overlap: XLB, SUPP, DRES

Today

11.5%most shared, XLB and DRES

XLBSUPPDRES

XLB—4.9%11.5%

SUPP4.9%—11.2%

DRES11.5%11.2%—

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

Return vs Bumpiness: 3 ETFs

+28.9%XLB, at 17.9% volatility

DRESWorst drop−11.9%17.1% vol

XLBWorst drop−12.4%17.9% vol

SUPPWorst drop−18.1%24.8% vol

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

Paid More vs Made More

YTD

XLBDRES

+20.4%Year to date+21.8%

1.6%Yield0.7%

+28.9%Past year+23.7%

0.08%Fee0.50%

3–1XLB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026