EART vs IYM

AEART

BIYM

Measures won0–2IYM wins · of 6 · 5Y

$10,000 · 5Y$15,057IYM

Lowest cost0.37%IYM · $37 on $10k

Most income1.25%IYM · $125 on $10k

Smallest drop−13.6%IYM · worst fall in 1Y

Held in common8.2%EART and IYM

EART

IYM

Global X Rare Earth & Critical Materials ETF · $41MiShares U.S. Basic Materials ETF · $1.2B

[…]3 years · per year[…] · $15,752+16.4%

[…]5 years · per year[…] · $15,057+8.5%

0.59%Expense ratio$59 · $37 on $10k · lower wins0.37%

0.75%12-mo yield$75 · $125 on $10k1.25%

[…]Worst dropSmaller wins−13.6%

[…]VolatilityLower wins20.4%

0–2IYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEART · IYM

4.1%FCX7.9%

4.2%SCCO1.7%

3.9%ALB1.1%

3.1%HXL0.7%

Held in common8.2%

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

Both

5Y2 funds

#			Trend
1	BIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.25%	+2.2%	+20.3%	+31.6%	+16.4%	+8.5%	−13.6%	$1.2B
2	AEART	Global X Rare Earth & Critical Materials ETFRead Desk		0.59%	0.75%	+3.7%	new	new	new	new	[…]	$41M

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

Both

5Y2 funds

#			Trend
1	BIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.25%	+2.2%	+20.3%	+31.6%	+16.4%	+8.5%	−13.6%	$1.2B
2	AEART	Global X Rare Earth & Critical Materials ETFRead Desk		0.59%	0.75%	+3.7%	new	new	new	new	[…]	$41M

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

EART vs IYM

EART

Global X Rare Earth & Critical Materials

[…]

IYM

iShares U.S. Basic Materials

$15,057

MeasureEARTIYM

Fee0.59%0.37%

Cost on $10k a year$59$37

Yield0.75%1.25%

5 years, per year[…]+8.5%

3 years, per year[…]+16.4%

Worst drop · 1Y[…]−13.6%

Volatility · 1Y[…]20.4%

2–0measures won
IYM first

8.2%

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: EART, IYM

Today

8.2%most shared, EART and IYM

EARTIYM

EART—8.2%

IYM8.2%—

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

Income After Fees on $10,000

$88most kept, IYM

IYM$125 − $37 = $88

EART$75 − $59 = $16

KeptFee

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