IYM vs FXZ

AIYM

BFXZ

Measures won5–1IYM wins · of 6 · 5Y

$10,000 · 5Y$14,529IYM · FXZ $13,443

Lowest cost0.37%IYM · $37 on $10k

Most income1.37%FXZ · $137 on $10k

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

Held in common55.6%IYM and FXZ

iShares U.S. Basic Materials ETF · $1.0BFirst Trust Materials AlphaDEX Fund · $361M

+15.5%3 years · per year$15,416 · $13,155+9.6%

+7.8%5 years · per year$14,529 · $13,443+6.1%

0.37%Expense ratio$37 · $64 on $10k · lower wins0.64%

1.27%12-mo yield$127 · $137 on $10k1.37%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.27%	−1.8%	+18.6%	+25.9%	+15.5%	+7.8%	−13.6%	$1.0B
2	BFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.37%	−1.9%	+17.4%	+26.2%	+9.6%	+6.1%	−15.2%	$361M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.27%	−1.8%	+18.6%	+25.9%	+15.5%	+7.8%	−13.6%	$1.0B
2	BFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.37%	−1.9%	+17.4%	+26.2%	+9.6%	+6.1%	−15.2%	$361M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYM

iShares U.S. Basic Materials

$14,529

FXZ

First Trust Materials AlphaDEX Fund

$13,443

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