MXI vs FMAT

AMXI

BFMAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,539MXI · FMAT $13,913

Lowest cost0.08%FMAT · $8 on $10k

Most income1.66%MXI · $166 on $10k

Smallest drop−13.5%FMAT · worst fall in 1Y

Held in common26.1%MXI and FMAT

MXI

FMAT

iShares Global Materials ETF · $393MFidelity MSCI Materials Index ETF · $574M

+16.0%3 years · per year$15,629 · $14,920+14.3%

+7.8%5 years · per year$14,539 · $13,913+6.8%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

1.66%12-mo yield$166 · $136 on $10k1.36%

−16.2%Worst dropSmaller wins−13.5%

22.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMXI · FMAT

3.8%NEM7.8%

3.0%FCX6.1%

2.6%SHW5.3%

2.6%ECL5.3%

Held in common26.1%

End-of-day Nov 4, 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	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.66%	+3.7%	+15.1%	+25.6%	+16.0%	+7.8%	−16.2%	$393M
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.66%	+3.7%	+15.1%	+25.6%	+16.0%	+7.8%	−16.2%	$393M
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MXI vs FMAT

MXI

iShares Global Materials

$14,539

FMAT

Fidelity MSCI Materials Index

$13,913

MeasureMXIFMAT

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.66%1.36%

5 years, per year+7.8%+6.8%

3 years, per year+16.0%+14.3%

Worst drop · 1Y−16.2%−13.5%

Volatility · 1Y22.4%19.0%

3–3measures won
level

26.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MXI, FMAT

Today

26.1%most shared, MXI and FMAT

MXIFMAT

MXI—26.1%

FMAT26.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$129most kept, MXI

MXI$166 − $37 = $129

FMAT$136 − $8 = $128

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee