CUT vs FMAT

ACUT

BFMAT

Measures won2–4FMAT wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLF $15,690

Lowest cost0.08%FMAT · $8 on $10k

Most income2.48%CUT · $248 on $10k

Smallest drop−13.5%FMAT · worst fall in 1Y

Held in common5.8%CUT and FMAT

CUT

FMAT

Invesco MSCI Global Timber ETF · $30MFidelity MSCI Materials Index ETF · $599M

+1.8%3 years · per year$10,537 · $14,432+13.0%

−2.2%5 years · per year$8,963 · $13,657+6.4%

0.99%Expense ratio$99 · $8 on $10k · lower wins0.08%

2.48%12-mo yield$248 · $137 on $10k1.37%

−19.6%Worst dropSmaller wins−13.5%

18.7%VolatilityLower wins19.4%

2–4FMAT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCUT · FMAT

5.2%PKG1.5%

5.0%AMCR1.4%

4.4%IP1.2%

5.4%AVY1.0%

Held in common5.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.37%	+2.6%	+13.8%	+23.3%	+13.0%	+6.4%	−13.5%	$599M
4	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	+1.0%	−0.7%	+6.0%	+1.8%	−2.2%	−19.6%	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.37%	+2.6%	+13.8%	+23.3%	+13.0%	+6.4%	−13.5%	$599M
4	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	+1.0%	−0.7%	+6.0%	+1.8%	−2.2%	−19.6%	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CUT vs FMAT

CUT

Invesco MSCI Global Timber

$8,963

FMAT

Fidelity MSCI Materials Index

$13,657

MeasureCUTFMAT

Fee0.99%0.08%

Cost on $10k a year$99$8

Yield2.48%1.37%

5 years, per year−2.2%+6.4%

3 years, per year+1.8%+13.0%

Worst drop · 1Y−19.6%−13.5%

Volatility · 1Y18.7%19.4%

4–2measures won
FMAT first

5.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CUT, FMAT, XLE, XLF

Today

5.8%most shared, CUT and FMAT

CUTFMATXLEXLF

CUT—5.8%0.0%0.0%

FMAT5.8%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

CUT$248 − $99 = $149

XLF$142 − $8 = $134

FMAT$137 − $8 = $129

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee