IBAT vs MXI

AIBAT

BMXI

Measures won0–4MXI wins · of 6 · 5Y

$10,000 · 5Y$14,097MXI

Lowest cost0.37%MXI · $37 on $10k

Most income1.71%MXI · $171 on $10k

Smallest drop−16.2%MXI · worst fall in 1Y

Held in common17.6%IBAT and MXI

IBAT

MXI

iShares Energy Storage & Materials ETF · $55MiShares Global Materials ETF · $407M

[…]3 years · per year[…] · $15,265+15.1%

[…]5 years · per year[…] · $14,097+7.1%

0.47%Expense ratio$47 · $37 on $10k · lower wins0.37%

0.92%12-mo yield$92 · $171 on $10k1.71%

−30.7%Worst dropSmaller wins−16.2%

33.4%VolatilityLower wins22.5%

0–4MXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · MXI

7.4%AI.PA4.4%

4.2%LIN7.9%

7.4%APD2.3%

2.2%4063.T2.2%

Held in common17.6%

End-of-day Nov 5, 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	BMXI	iShares Global Materials ETFRead Desk		0.37%	1.71%	−2.5%	+12.2%	+24.2%	+15.1%	+7.1%	−16.2%	$407M
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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

Both

5Y2 funds

#			Trend
1	BMXI	iShares Global Materials ETFRead Desk		0.37%	1.71%	−2.5%	+12.2%	+24.2%	+15.1%	+7.1%	−16.2%	$407M
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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

Cards for this view

IBAT vs MXI

IBAT

iShares Energy Storage & Materials

[…]

MXI

iShares Global Materials

$14,097

MeasureIBATMXI

Fee0.47%0.37%

Cost on $10k a year$47$37

Yield0.92%1.71%

5 years, per year[…]+7.1%

3 years, per year[…]+15.1%

Worst drop · 1Y−30.7%−16.2%

Volatility · 1Y33.4%22.5%

4–0measures won
MXI first

17.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBAT, MXI

Today

17.6%most shared, IBAT and MXI

IBATMXI

IBAT—17.6%

MXI17.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$134most kept, MXI

MXI$171 − $37 = $134

IBAT$92 − $47 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee