CUT vs FMAT

ACUT

BFMAT

Measures won2–4FMAT wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · XLF $15,474

Lowest cost0.08%FMAT · $8 on $10k

Most income2.50%CUT · $250 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

+2.2%3 years · per year$10,664 · $14,340+12.8%

−2.2%5 years · per year$8,932 · $13,360+6.0%

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

2.50%12-mo yield$250 · $141 on $10k1.41%

−19.6%Worst dropSmaller wins−13.5%

18.7%VolatilityLower wins19.2%

2–4FMAT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCUT · FMAT

5.1%PKG1.5%

5.0%AMCR1.4%

4.3%IP1.2%

5.4%AVY1.0%

Held in common5.8%

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M
4	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.50%	−0.9%	−1.6%	+5.1%	+2.2%	−2.2%	−19.6%	$30M

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M
4	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.50%	−0.9%	−1.6%	+5.1%	+2.2%	−2.2%	−19.6%	$30M

End-of-day Nov 6, 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

$8,932

FMAT

Fidelity MSCI Materials Index

$13,360

MeasureCUTFMAT

Fee0.99%0.08%

Cost on $10k a year$99$8

Yield2.50%1.41%

5 years, per year−2.2%+6.0%

3 years, per year+2.2%+12.8%

Worst drop · 1Y−19.6%−13.5%

Volatility · 1Y18.7%19.2%

4–2measures won
FMAT first

5.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CUT, FMAT, XLF, XLE

Today

5.8%most shared, CUT and FMAT

CUTFMATXLFXLE

CUT—5.8%0.0%0.0%

FMAT5.8%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CUT$250 − $99 = $151

XLF$144 − $8 = $136

FMAT$141 − $8 = $133

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee