FXZ vs XLB

AFXZ

BXLB

Measures won0–6XLB wins · of 6 · 5Y

$10,000 · 5Y$13,519XLB · FXZ $13,194

Lowest cost0.08%XLB · $8 on $10k

Most income1.64%XLB · $164 on $10k

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

Held in common32.8%FXZ and XLB

FXZ

XLB

First Trust Materials AlphaDEX Fund · $361MState Street Materials Select Sector SPDR ETF · $8.5B

+9.5%3 years · per year$13,120 · $14,860+14.1%

+5.7%5 years · per year$13,194 · $13,519+6.2%

0.64%Expense ratio$64 · $8 on $10k · lower wins0.08%

1.39%12-mo yield$139 · $164 on $10k1.64%

−14.8%Worst dropSmaller wins−12.4%

23.2%VolatilityLower wins17.8%

0–6XLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXZ · XLB

5.6%STLD4.8%

4.5%NEM6.4%

4.0%NUE4.9%

2.8%LIN12.6%

Held in common32.8%

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	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.39%	−1.2%	+15.7%	+25.6%	+9.5%	+5.7%	−14.8%	$361M

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	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.39%	−1.2%	+15.7%	+25.6%	+9.5%	+5.7%	−14.8%	$361M

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

FXZ vs XLB

FXZ

First Trust Materials AlphaDEX Fund

$13,194

XLB

Materials Select Sector SPDR

$13,519

MeasureFXZXLB

Fee0.64%0.08%

Cost on $10k a year$64$8

Yield1.39%1.64%

5 years, per year+5.7%+6.2%

3 years, per year+9.5%+14.1%

Worst drop · 1Y−14.8%−12.4%

Volatility · 1Y23.2%17.8%

6–0measures won
XLB first

32.8%

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: FXZ, XLB

Today

32.8%most shared, FXZ and XLB

FXZXLB

FXZ—32.8%

XLB32.8%—

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

FXZ$139 − $64 = $75

KeptFee

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