VAW vs FMAT

AVAW

BFMAT

Measures won1–3FMAT wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · FMAT $13,360

Lowest cost0.08%FMAT · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−13.4%VAW · worst fall in 1Y

Held in common68.2%VAW and FMAT

VAW

FMAT

Vanguard Materials ETF · $3.1BFidelity MSCI Materials Index ETF · $599M

+12.8%3 years · per year$14,367 · $14,340+12.8%

+6.0%5 years · per year$13,356 · $13,360+6.0%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.40%12-mo yield$140 · $141 on $10k1.41%

−13.4%Worst dropSmaller wins−13.5%

19.3%VolatilityLower wins19.2%

1–3FMAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVAW · FMAT

8.5%NEM8.6%

7.0%FCX5.7%

5.1%SHW5.4%

4.8%ECL5.3%

Held in common68.2%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
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	AVAW	Vanguard Materials ETFRead Desk	0.09%	1.40%	−0.3%	+11.0%	+19.8%	+12.8%	+6.0%	−13.4%	$3.1B

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
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	AVAW	Vanguard Materials ETFRead Desk	0.09%	1.40%	−0.3%	+11.0%	+19.8%	+12.8%	+6.0%	−13.4%	$3.1B

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

VAW vs FMAT

VAW

Vanguard Materials

$13,356

FMAT

Fidelity MSCI Materials Index

$13,360

MeasureVAWFMAT

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.40%1.41%

5 years, per year+6.0%+6.0%

3 years, per year+12.8%+12.8%

Worst drop · 1Y−13.4%−13.5%

Volatility · 1Y19.3%19.2%

2–1measures won
FMAT first

68.2%

holdings shared

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

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

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

Overlap: VAW, FMAT, XLF

Today

68.2%most shared, VAW and FMAT

VAWFMATXLF

VAW—68.2%0.0%

FMAT68.2%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FMAT$141 − $8 = $133

VAW$140 − $9 = $131

KeptFee

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