MXI vs SPY

AMXI

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · MXI $14,242

Lowest cost0.09%SPY · $9 on $10k

Most income1.70%MXI · $170 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.8%MXI and SPY

MXI

SPY

iShares Global Materials ETF · $397MState Street SPDR S&P 500 ETF · $819B

+15.0%3 years · per year$15,196 · $18,039+21.7%

+7.3%5 years · per year$14,242 · $17,118+11.3%

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

1.70%12-mo yield$170 · $103 on $10k1.03%

−16.2%Worst dropSmaller wins−8.9%

22.4%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMXI · SPY

7.9%LIN0.4%

4.1%NEM0.2%

2.7%FCX0.1%

2.6%SHW0.1%

Held in common1.8%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$397M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$397M

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 SPY

MXI

iShares Global Materials

$14,242

SPY

SPDR S&P 500

$17,118

MeasureMXISPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.70%1.03%

5 years, per year+7.3%+11.3%

3 years, per year+15.0%+21.7%

Worst drop · 1Y−16.2%−8.9%

Volatility · 1Y22.4%13.6%

5–1measures won
SPY first

1.8%

holdings shared

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

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

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

Overlap: MXI, SPY

Today

1.8%most shared, MXI and SPY

MXISPY

MXI—1.8%

SPY1.8%—

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

Income After Fees on $10,000

$133most kept, MXI

MXI$170 − $37 = $133

SPY$103 − $9 = $94

KeptFee

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