MXI vs SPYM

AMXI

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · MXI $14,242

Lowest cost0.02%SPYM · $2 on $10k

Most income1.70%MXI · $170 on $10k

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

Held in common1.8%MXI and SPYM

MXI

SPYM

iShares Global Materials ETF · $397MState Street SPDR Portfolio S&P 500 ETF · $178B

+15.0%3 years · per year$15,196 · $18,082+21.8%

+7.3%5 years · per year$14,242 · $17,192+11.4%

0.37%Expense ratio$37 · $2 on $10k · lower wins0.02%

1.70%12-mo yield$170 · $105 on $10k1.05%

−16.2%Worst dropSmaller wins−8.9%

22.4%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMXI · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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 SPYM

MXI

iShares Global Materials

$14,242

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureMXISPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield1.70%1.05%

5 years, per year+7.3%+11.4%

3 years, per year+15.0%+21.8%

Worst drop · 1Y−16.2%−8.9%

Volatility · 1Y22.4%13.6%

5–1measures won
SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MXI, SPYM

Today

1.8%most shared, MXI and SPYM

MXISPYM

MXI—1.8%

SPYM1.8%—

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

SPYM$105 − $2 = $103

KeptFee

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