FMAT vs SPY

AFMAT

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FMAT $13,360

Lowest cost0.08%FMAT · $8 on $10k

Most income1.41%FMAT · $141 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.2%FMAT and SPY

FMAT

SPY

Fidelity MSCI Materials Index ETF · $599MState Street SPDR S&P 500 ETF · $819B

+12.8%3 years · per year$14,340 · $18,039+21.7%

+6.0%5 years · per year$13,360 · $17,118+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.41%12-mo yield$141 · $103 on $10k1.03%

−13.5%Worst dropSmaller wins−8.9%

19.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMAT · SPY

8.6%NEM0.2%

5.7%FCX0.1%

5.4%SHW0.1%

5.3%ECL0.1%

Held in common1.2%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M

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

FMAT vs SPY

FMAT

Fidelity MSCI Materials Index

$13,360

SPY

SPDR S&P 500

$17,118

MeasureFMATSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.41%1.03%

5 years, per year+6.0%+11.3%

3 years, per year+12.8%+21.7%

Worst drop · 1Y−13.5%−8.9%

Volatility · 1Y19.2%13.6%

4–2measures won
SPY first

1.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FMAT, SPY

Today

1.2%most shared, FMAT and SPY

FMATSPY

FMAT—1.2%

SPY1.2%—

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

Income After Fees on $10,000

$133most kept, FMAT

FMAT$141 − $8 = $133

SPY$103 − $9 = $94

KeptFee

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