XLE vs FMAT

AXLE

BFMAT

Measures won3–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · FMAT $13,360

Lowest cost0.08%FMAT · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common0.0%XLE and FMAT

XLE

FMAT

State Street Energy Select Sector SPDR ETF · $42.0BFidelity MSCI Materials Index ETF · $599M

+16.8%3 years · per year$15,939 · $14,340+12.8%

+20.7%5 years · per year$25,568 · $13,360+6.0%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.47%12-mo yield$247 · $141 on $10k1.41%

−15.0%Worst dropSmaller wins−13.5%

23.3%VolatilityLower wins19.2%

3–2XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · FMAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M
3	TINT	ProShares - Smart Materials ETFRead Desk	0.58%	1.23%	0.0%	+14.9%	+20.8%	+9.3%	new	−17.5%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M
3	TINT	ProShares - Smart Materials ETFRead Desk	0.58%	1.23%	0.0%	+14.9%	+20.8%	+9.3%	new	−17.5%	$2M

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

XLE vs FMAT

XLE

Energy Select Sector SPDR

$25,569

FMAT

Fidelity MSCI Materials Index

$13,360

MeasureXLEFMAT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.47%1.41%

5 years, per year+20.7%+6.0%

3 years, per year+16.8%+12.8%

Worst drop · 1Y−15.0%−13.5%

Volatility · 1Y23.3%19.2%

3–2measures won
XLE first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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: TINT, FMAT, XLE

Today

0.0%most shared, FMAT and XLE

TINTFMATXLE

TINT—[…][…]

FMAT[…]—0.0%

XLE[…]0.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FMAT$141 − $8 = $133

TINT$123 − $58 = $65

KeptFee

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