PYZ vs XLB

APYZ

BXLB

Measures won1–5XLB wins · of 6 · 5Y

$10,000 · 5Y$13,704XLB · PYZ $12,989

Lowest cost0.08%XLB · $8 on $10k

Most income1.63%XLB · $163 on $10k

Smallest drop−12.4%XLB · worst fall in 1Y

Held in common32.9%PYZ and XLB

PYZ

XLB

Invesco Dorsey Wright Basic Materials Momentum ETF · $61MState Street Materials Select Sector SPDR ETF · $8.4B

+15.6%3 years · per year$15,459 · $14,457+13.1%

+5.4%5 years · per year$12,989 · $13,704+6.5%

0.79%Expense ratio$79 · $8 on $10k · lower wins0.08%

0.50%12-mo yield$50 · $163 on $10k1.63%

−18.4%Worst dropSmaller wins−12.4%

26.2%VolatilityLower wins18.2%

1–5XLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPYZ · XLB

4.1%NEM7.0%

3.8%NUE4.4%

3.5%APD4.8%

3.1%FCX4.7%

Held in common32.9%

End-of-day Nov 9, 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	BXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.63%	+1.9%	+18.2%	+27.1%	+13.1%	+6.5%	−12.4%	$8.4B
2	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.50%	+3.6%	+3.5%	+15.2%	+15.6%	+5.4%	−18.4%	$61M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.63%	+1.9%	+18.2%	+27.1%	+13.1%	+6.5%	−12.4%	$8.4B
2	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.50%	+3.6%	+3.5%	+15.2%	+15.6%	+5.4%	−18.4%	$61M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PYZ vs XLB

PYZ

Invesco Dorsey Wright Basic Materials Momentum

$12,990

XLB

Materials Select Sector SPDR

$13,704

MeasurePYZXLB

Fee0.79%0.08%

Cost on $10k a year$79$8

Yield0.50%1.63%

5 years, per year+5.4%+6.5%

3 years, per year+15.6%+13.1%

Worst drop · 1Y−18.4%−12.4%

Volatility · 1Y26.2%18.2%

5–1measures won
XLB first

32.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PYZ, XLB

Today

32.9%most shared, PYZ and XLB

PYZXLB

PYZ—32.9%

XLB32.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, XLB

XLB$163 − $8 = $155

PYZ$50 − $79 = −$29

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee