FMAT vs XLB

AFMAT

BXLB

Measures won0–5XLB wins · of 6 · 5Y

$10,000 · 5Y$13,519XLB · FMAT $13,289

Lowest cost0.08%FMAT · $8 on $10k

Most income1.64%XLB · $164 on $10k

Smallest drop−12.4%XLB · worst fall in 1Y

Held in common49.9%FMAT and XLB

FMAT

XLB

Fidelity MSCI Materials Index ETF · $574MState Street Materials Select Sector SPDR ETF · $8.5B

+13.6%3 years · per year$14,650 · $14,860+14.1%

+5.9%5 years · per year$13,289 · $13,519+6.2%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

1.40%12-mo yield$140 · $164 on $10k1.64%

−13.5%Worst dropSmaller wins−12.4%

18.8%VolatilityLower wins17.8%

0–5XLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMAT · XLB

7.7%NEM6.4%

6.1%FCX5.2%

5.2%ECL5.1%

5.4%SHW4.7%

Held in common49.9%

End-of-day Nov 3, 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	BXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.64%	−2.0%	+17.5%	+25.0%	+14.1%	+6.2%	−12.4%	$8.5B
2	AFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.40%	−1.6%	+11.4%	+18.9%	+13.6%	+5.9%	−13.5%	$574M

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

Both

5Y2 funds

#			Trend
1	BXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.64%	−2.0%	+17.5%	+25.0%	+14.1%	+6.2%	−12.4%	$8.5B
2	AFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.40%	−1.6%	+11.4%	+18.9%	+13.6%	+5.9%	−13.5%	$574M

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

Cards for this view

FMAT vs XLB

FMAT

Fidelity MSCI Materials Index

$13,289

XLB

Materials Select Sector SPDR

$13,519

MeasureFMATXLB

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.40%1.64%

5 years, per year+5.9%+6.2%

3 years, per year+13.6%+14.1%

Worst drop · 1Y−13.5%−12.4%

Volatility · 1Y18.8%17.8%

5–0measures won
XLB first

49.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FMAT, XLB

Today

49.9%most shared, FMAT and XLB

FMATXLB

FMAT—49.9%

XLB49.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, XLB

XLB$164 − $8 = $156

FMAT$140 − $8 = $132

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee