MXI vs SETM

AMXI

BSETM

Measures won3–2MXI wins · of 6 · 5Y

$10,000 · 5Y$13,888MXI

Lowest cost0.37%MXI · $37 on $10k

Most income1.89%SETM · $189 on $10k

Smallest drop−16.2%MXI · worst fall in 1Y

Held in common5.6%MXI and SETM

MXI

SETM

iShares Global Materials ETF · $393MSprott Critical Materials ETF · $417M

+15.1%3 years · per year$15,239 · $15,670+16.1%

+6.8%5 years · per year$13,888 · […][…]

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

1.73%12-mo yield$173 · $189 on $10k1.89%

−16.2%Worst dropSmaller wins−39.6%

22.1%VolatilityLower wins46.6%

3–2MXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsMXI · SETM

3.0%FCX5.6%

0.6%SCCO2.5%

0.5%FM.TO2.3%

0.5%ANTO.L2.7%

Held in common5.6%

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	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.73%	−1.8%	+11.0%	+19.8%	+15.1%	+6.8%	−16.2%	$393M
2	BSETM	Sprott Critical Materials ETFRead Desk		0.65%	1.89%	−1.6%	−17.1%	−9.9%	+16.1%	new	−39.6%	$417M

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	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.73%	−1.8%	+11.0%	+19.8%	+15.1%	+6.8%	−16.2%	$393M
2	BSETM	Sprott Critical Materials ETFRead Desk		0.65%	1.89%	−1.6%	−17.1%	−9.9%	+16.1%	new	−39.6%	$417M

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

MXI vs SETM

MXI

iShares Global Materials

$13,888

SETM

Sprott Critical Materials

[…]

MeasureMXISETM

Fee0.37%0.65%

Cost on $10k a year$37$65

Yield1.73%1.89%

5 years, per year+6.8%[…]

3 years, per year+15.1%+16.1%

Worst drop · 1Y−16.2%−39.6%

Volatility · 1Y22.1%46.6%

3–2measures won
MXI first

5.6%

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: MXI, SETM

Today

5.6%most shared, MXI and SETM

MXISETM

MXI—5.6%

SETM5.6%—

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

Income After Fees on $10,000

$136most kept, MXI

MXI$173 − $37 = $136

SETM$189 − $65 = $124

KeptFee

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