XLB vs FMAT

AXLB

BFMAT

Measures won5–0XLB wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLB $13,704

Lowest cost0.08%XLB · $8 on $10k

Most income2.46%XLE · $246 on $10k

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

Held in common49.3%XLB and FMAT

XLB

FMAT

State Street Materials Select Sector SPDR ETF · $8.4BFidelity MSCI Materials Index ETF · $599M

+13.1%3 years · per year$14,457 · $14,432+13.0%

+6.5%5 years · per year$13,704 · $13,657+6.4%

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

1.63%12-mo yield$163 · $137 on $10k1.37%

−12.4%Worst dropSmaller wins−13.5%

18.2%VolatilityLower wins19.4%

5–0XLB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLB · FMAT

7.0%NEM8.8%

5.1%ECL5.2%

5.0%SHW5.4%

4.7%FCX5.8%

Held in common49.3%

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AXLB	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
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.37%	+2.6%	+13.8%	+23.3%	+13.0%	+6.4%	−13.5%	$599M

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AXLB	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
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.37%	+2.6%	+13.8%	+23.3%	+13.0%	+6.4%	−13.5%	$599M

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

XLB vs FMAT

XLB

Materials Select Sector SPDR

$13,704

FMAT

Fidelity MSCI Materials Index

$13,657

MeasureXLBFMAT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.63%1.37%

5 years, per year+6.5%+6.4%

3 years, per year+13.1%+13.0%

Worst drop · 1Y−12.4%−13.5%

Volatility · 1Y18.2%19.4%

5–0measures won
XLB first

49.3%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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

Overlap: XLB, FMAT, XLE

Today

49.3%most shared, XLB and FMAT

XLBFMATXLE

XLB—49.3%0.0%

FMAT49.3%—0.0%

XLE0.0%0.0%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLB$163 − $8 = $155

FMAT$137 − $8 = $129

KeptFee

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