WOOD vs FMAT

AWOOD

BFMAT

Measures won2–4FMAT wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · FMAT $13,913

Lowest cost0.08%FMAT · $8 on $10k

Most income2.49%WOOD · $249 on $10k

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

Held in common0.1%WOOD and FMAT

WOOD

FMAT

iShares Global Timber & Forestry ETF · $255MFidelity MSCI Materials Index ETF · $574M

+0.4%3 years · per year$10,133 · $14,920+14.3%

−2.5%5 years · per year$8,823 · $13,913+6.8%

0.39%Expense ratio$39 · $8 on $10k · lower wins0.08%

2.49%12-mo yield$249 · $136 on $10k1.36%

−21.6%Worst dropSmaller wins−13.5%

18.0%VolatilityLower wins19.0%

2–4FMAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWOOD · FMAT

4.3%SLVM0.1%

Held in common0.1%

End-of-day Nov 4, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M
3	AWOOD	iShares Global Timber & Forestry ETFRead Desk	0.39%	2.49%	+3.6%	−5.1%	+1.0%	+0.4%	−2.5%	−21.6%	$255M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M
3	AWOOD	iShares Global Timber & Forestry ETFRead Desk	0.39%	2.49%	+3.6%	−5.1%	+1.0%	+0.4%	−2.5%	−21.6%	$255M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WOOD vs FMAT

WOOD

iShares Global Timber & Forestry

$8,823

FMAT

Fidelity MSCI Materials Index

$13,913

MeasureWOODFMAT

Fee0.39%0.08%

Cost on $10k a year$39$8

Yield2.49%1.36%

5 years, per year−2.5%+6.8%

3 years, per year+0.4%+14.3%

Worst drop · 1Y−21.6%−13.5%

Volatility · 1Y18.0%19.0%

4–2measures won
FMAT first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WOOD, FMAT, XLE

Today

0.1%most shared, WOOD and FMAT

WOODFMATXLE

WOOD—0.1%0.0%

FMAT0.1%—0.0%

XLE0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

WOOD$249 − $39 = $210

FMAT$136 − $8 = $128

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee