CUT vs FMAT

ACUT

BFMAT

Measures won2–4FMAT wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · FMAT $13,913

Lowest cost0.08%FMAT · $8 on $10k

Most income2.44%CUT · $244 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 · $574M

+3.2%3 years · per year$10,978 · $14,920+14.3%

−1.7%5 years · per year$9,185 · $13,913+6.8%

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

2.44%12-mo yield$244 · $136 on $10k1.36%

−19.6%Worst dropSmaller wins−13.5%

18.6%VolatilityLower wins19.0%

2–4FMAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCUT · FMAT

5.4%PKG1.5%

5.3%AMCR1.5%

4.5%IP1.2%

5.4%AVY1.0%

Held in common5.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M
3	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.44%	+3.2%	+0.8%	+7.9%	+3.2%	−1.7%	−19.6%	$30M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M
3	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.44%	+3.2%	+0.8%	+7.9%	+3.2%	−1.7%	−19.6%	$30M

End-of-day Nov 4, 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

$9,185

FMAT

Fidelity MSCI Materials Index

$13,913

MeasureCUTFMAT

Fee0.99%0.08%

Cost on $10k a year$99$8

Yield2.44%1.36%

5 years, per year−1.7%+6.8%

3 years, per year+3.2%+14.3%

Worst drop · 1Y−19.6%−13.5%

Volatility · 1Y18.6%19.0%

4–2measures won
FMAT first

5.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CUT, FMAT, XLF

Today

5.8%most shared, CUT and FMAT

CUTFMATXLF

CUT—5.8%0.0%

FMAT5.8%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$145most kept, CUT

CUT$244 − $99 = $145

XLF$140 − $8 = $132

FMAT$136 − $8 = $128

KeptFee

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