IYM vs VAW

AIYM

BVAW

Measures won2–4VAW wins · of 6 · 5Y

$10,000 · 5Y$14,344IYM · VAW $13,282

Lowest cost0.09%VAW · $9 on $10k

Most income1.39%VAW · $139 on $10k

Smallest drop−13.4%VAW · worst fall in 1Y

Held in common62.6%IYM and VAW

IYM

VAW

iShares U.S. Basic Materials ETF · $1.2BVanguard Materials ETF · $3.1B

+15.9%3 years · per year$15,552 · $14,669+13.6%

+7.5%5 years · per year$14,344 · $13,282+5.8%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

1.28%12-mo yield$128 · $139 on $10k1.39%

−13.6%Worst dropSmaller wins−13.4%

20.4%VolatilityLower wins18.9%

2–4VAW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYM · VAW

21.0%LIN15.2%

10.0%NEM8.5%

8.0%FCX7.0%

6.8%ECL4.8%

Held in common62.6%

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	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.28%	−1.1%	+17.7%	+27.7%	+15.9%	+7.5%	−13.6%	$1.2B
2	BVAW	Vanguard Materials ETFRead Desk		0.09%	1.39%	−1.6%	+11.4%	+19.0%	+13.6%	+5.8%	−13.4%	$3.1B

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	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.28%	−1.1%	+17.7%	+27.7%	+15.9%	+7.5%	−13.6%	$1.2B
2	BVAW	Vanguard Materials ETFRead Desk		0.09%	1.39%	−1.6%	+11.4%	+19.0%	+13.6%	+5.8%	−13.4%	$3.1B

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

IYM vs VAW

IYM

iShares U.S. Basic Materials

$14,344

VAW

Vanguard Materials

$13,282

MeasureIYMVAW

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.28%1.39%

5 years, per year+7.5%+5.8%

3 years, per year+15.9%+13.6%

Worst drop · 1Y−13.6%−13.4%

Volatility · 1Y20.4%18.9%

4–2measures won
VAW first

62.6%

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: IYM, VAW

Today

62.6%most shared, IYM and VAW

IYMVAW

IYM—62.6%

VAW62.6%—

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

Income After Fees on $10,000

$130most kept, VAW

VAW$139 − $9 = $130

IYM$128 − $37 = $91

KeptFee

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