SETM vs FMAT

ASETM

BFMAT

Measures won2–3FMAT wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · FMAT $13,353

Lowest cost0.08%FMAT · $8 on $10k

Most income1.82%SETM · $182 on $10k

Smallest drop−13.5%FMAT · worst fall in 1Y

Held in common7.3%SETM and FMAT

SETM

FMAT

Sprott Critical Materials ETF · $421MFidelity MSCI Materials Index ETF · $574M

+18.0%3 years · per year$16,418 · $14,435+13.0%

[…]5 years · per year[…] · $13,353+6.0%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

1.82%12-mo yield$182 · $140 on $10k1.40%

−39.6%Worst dropSmaller wins−13.5%

46.4%VolatilityLower wins19.2%

2–3FMAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSETM · FMAT

5.5%FCX6.0%

3.6%ALB0.7%

3.4%HL0.7%

2.9%MP0.3%

Held in common7.3%

End-of-day Nov 5, 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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.40%	−2.9%	+11.2%	+20.6%	+13.0%	+6.0%	−13.5%	$574M
3	ASETM	Sprott Critical Materials ETFRead Desk	0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$421M

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.40%	−2.9%	+11.2%	+20.6%	+13.0%	+6.0%	−13.5%	$574M
3	ASETM	Sprott Critical Materials ETFRead Desk	0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$421M

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

Cards for this view

SETM vs FMAT

SETM

Sprott Critical Materials

[…]

FMAT

Fidelity MSCI Materials Index

$13,353

MeasureSETMFMAT

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield1.82%1.40%

5 years, per year[…]+6.0%

3 years, per year+18.0%+13.0%

Worst drop · 1Y−39.6%−13.5%

Volatility · 1Y46.4%19.2%

3–2measures won
FMAT first

7.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SETM, FMAT, XLF

Today

7.3%most shared, SETM and FMAT

SETMFMATXLF

SETM—7.3%0.0%

FMAT7.3%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FMAT$140 − $8 = $132

SETM$182 − $65 = $117

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee