XLB vs FMAT

AXLB

BFMAT

Measures won5–0XLB wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · XLB $14,055

Lowest cost0.08%XLB · $8 on $10k

Most income1.60%XLB · $160 on $10k

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

Held in common49.5%XLB and FMAT

XLB

FMAT

State Street Materials Select Sector SPDR ETF · $8.5BFidelity MSCI Materials Index ETF · $574M

+14.7%3 years · per year$15,077 · $14,920+14.3%

+7.0%5 years · per year$14,055 · $13,913+6.8%

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

1.60%12-mo yield$160 · $136 on $10k1.36%

−12.4%Worst dropSmaller wins−13.5%

17.9%VolatilityLower wins19.0%

5–0XLB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLB · FMAT

6.2%NEM7.8%

5.1%ECL5.3%

4.9%SHW5.3%

4.8%FCX6.1%

Held in common49.5%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk	0.08%	1.60%	+2.5%	+20.4%	+28.9%	+14.7%	+7.0%	−12.4%	$8.5B
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk	0.08%	1.60%	+2.5%	+20.4%	+28.9%	+14.7%	+7.0%	−12.4%	$8.5B
3	BFMAT	Fidelity MSCI Materials Index ETFRead Desk	0.08%	1.36%	+2.9%	+14.6%	+23.3%	+14.3%	+6.8%	−13.5%	$574M

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

XLB vs FMAT

XLB

Materials Select Sector SPDR

$14,055

FMAT

Fidelity MSCI Materials Index

$13,913

MeasureXLBFMAT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.60%1.36%

5 years, per year+7.0%+6.8%

3 years, per year+14.7%+14.3%

Worst drop · 1Y−12.4%−13.5%

Volatility · 1Y17.9%19.0%

5–0measures won
XLB first

49.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLB, FMAT, XLF

Today

49.5%most shared, XLB and FMAT

XLBFMATXLF

XLB—49.5%0.0%

FMAT49.5%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$152most kept, XLB

XLB$160 − $8 = $152

XLF$140 − $8 = $132

FMAT$136 − $8 = $128

KeptFee

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