IYM vs SETM

AIYM

BSETM

Measures won3–2IYM wins · of 6 · 5Y

$10,000 · 5Y$14,640IYM

Lowest cost0.37%IYM · $37 on $10k

Most income1.85%SETM · $185 on $10k

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

Held in common9.4%IYM and SETM

IYM

SETM

iShares U.S. Basic Materials ETF · $1.2BSprott Critical Materials ETF · $414M

+15.4%3 years · per year$15,358 · $16,153+17.3%

+7.9%5 years · per year$14,640 · […][…]

0.37%Expense ratio$37 · $65 on $10k · lower wins0.65%

1.28%12-mo yield$128 · $185 on $10k1.85%

−13.6%Worst dropSmaller wins−39.6%

20.5%VolatilityLower wins46.3%

3–2IYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYM · SETM

7.4%FCX5.2%

1.6%SCCO2.4%

1.2%ALB3.8%

1.0%HL3.4%

Held in common9.4%

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	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.28%	+0.4%	+17.9%	+29.4%	+15.4%	+7.9%	−13.6%	$1.2B
2	BSETM	Sprott Critical Materials ETFRead Desk		0.65%	1.85%	+1.9%	−15.3%	+1.7%	+17.3%	new	−39.6%	$414M

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	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.28%	+0.4%	+17.9%	+29.4%	+15.4%	+7.9%	−13.6%	$1.2B
2	BSETM	Sprott Critical Materials ETFRead Desk		0.65%	1.85%	+1.9%	−15.3%	+1.7%	+17.3%	new	−39.6%	$414M

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

IYM vs SETM

IYM

iShares U.S. Basic Materials

$14,640

SETM

Sprott Critical Materials

[…]

MeasureIYMSETM

Fee0.37%0.65%

Cost on $10k a year$37$65

Yield1.28%1.85%

5 years, per year+7.9%[…]

3 years, per year+15.4%+17.3%

Worst drop · 1Y−13.6%−39.6%

Volatility · 1Y20.5%46.3%

3–2measures won
IYM first

9.4%

holdings shared

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

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

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

Overlap: IYM, SETM

Today

9.4%most shared, IYM and SETM

IYMSETM

IYM—9.4%

SETM9.4%—

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

Income After Fees on $10,000

$120most kept, SETM

SETM$185 − $65 = $120

IYM$128 − $37 = $91

KeptFee

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