MXI vs FMAT

AMXI

BFMAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,474XLF · MXI $14,242

Lowest cost0.08%FMAT · $8 on $10k

Most income1.70%MXI · $170 on $10k

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

Held in common25.4%MXI and FMAT

MXI

FMAT

iShares Global Materials ETF · $398MFidelity MSCI Materials Index ETF · $599M

+15.0%3 years · per year$15,196 · $14,340+12.8%

+7.3%5 years · per year$14,242 · $13,360+6.0%

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

1.70%12-mo yield$170 · $141 on $10k1.41%

−16.2%Worst dropSmaller wins−13.5%

22.4%VolatilityLower wins19.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMXI · FMAT

4.1%NEM8.6%

2.7%FCX5.7%

2.6%SHW5.4%

2.5%ECL5.3%

Held in common25.4%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AMXI	iShares Global Materials ETFRead Desk	0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$398M
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AMXI	iShares Global Materials ETFRead Desk	0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$398M
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M

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

MXI vs FMAT

MXI

iShares Global Materials

$14,242

FMAT

Fidelity MSCI Materials Index

$13,360

MeasureMXIFMAT

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.70%1.41%

5 years, per year+7.3%+6.0%

3 years, per year+15.0%+12.8%

Worst drop · 1Y−16.2%−13.5%

Volatility · 1Y22.4%19.2%

3–3measures won
level

25.4%

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: MXI, FMAT, XLF

Today

25.4%most shared, MXI and FMAT

MXIFMATXLF

MXI—25.4%0.0%

FMAT25.4%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

MXI$170 − $37 = $133

FMAT$141 − $8 = $133

KeptFee

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