MXI vs XLB

AMXI

BXLB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · MXI $13,888

Lowest cost0.03%VOO · $3 on $10k

Most income1.73%MXI · $173 on $10k

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

Held in common37.9%MXI and XLB

MXI

XLB

iShares Global Materials ETF · $393MState Street Materials Select Sector SPDR ETF · $8.5B

+15.1%3 years · per year$15,239 · $14,860+14.1%

+6.8%5 years · per year$13,888 · $13,519+6.2%

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

1.73%12-mo yield$173 · $164 on $10k1.64%

−16.2%Worst dropSmaller wins−12.4%

22.1%VolatilityLower wins17.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMXI · XLB

7.9%LIN12.6%

3.8%NEM6.4%

3.0%FCX5.2%

2.6%ECL5.1%

Held in common37.9%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AMXI	iShares Global Materials ETFRead Desk	0.37%	1.73%	−1.8%	+11.0%	+19.8%	+15.1%	+6.8%	−16.2%	$393M
3	BXLB	State Street Materials Select Sector SPDR ETFRead Desk	0.08%	1.64%	−2.0%	+17.5%	+25.0%	+14.1%	+6.2%	−12.4%	$8.5B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AMXI	iShares Global Materials ETFRead Desk	0.37%	1.73%	−1.8%	+11.0%	+19.8%	+15.1%	+6.8%	−16.2%	$393M
3	BXLB	State Street Materials Select Sector SPDR ETFRead Desk	0.08%	1.64%	−2.0%	+17.5%	+25.0%	+14.1%	+6.2%	−12.4%	$8.5B

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 XLB

MXI

iShares Global Materials

$13,888

XLB

Materials Select Sector SPDR

$13,519

MeasureMXIXLB

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.73%1.64%

5 years, per year+6.8%+6.2%

3 years, per year+15.1%+14.1%

Worst drop · 1Y−16.2%−12.4%

Volatility · 1Y22.1%17.8%

3–3measures won
level

37.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: MXI, XLB, VOO

Today

37.9%most shared, MXI and XLB

MXIXLBVOO

MXI—37.9%1.6%

XLB37.9%—1.6%

VOO1.6%1.6%—

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

Income After Fees on $10,000

$156most kept, XLB

XLB$164 − $8 = $156

MXI$173 − $37 = $136

VOO$107 − $3 = $104

KeptFee

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