XLB vs IYM

AXLB

BIYM

Measures won4–2XLB wins · of 6 · 5Y

$10,000 · 5Y$14,344IYM · XLB $13,519

Lowest cost0.08%XLB · $8 on $10k

Most income1.64%XLB · $164 on $10k

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

Held in common53.4%XLB and IYM

XLB

IYM

State Street Materials Select Sector SPDR ETF · $8.5BiShares U.S. Basic Materials ETF · $1.2B

+14.1%3 years · per year$14,860 · $15,552+15.9%

+6.2%5 years · per year$13,519 · $14,344+7.5%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

1.64%12-mo yield$164 · $128 on $10k1.28%

−12.4%Worst dropSmaller wins−13.6%

17.8%VolatilityLower wins20.4%

4–2XLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLB · IYM

12.6%LIN21.0%

6.4%NEM10.0%

5.2%FCX8.0%

5.1%ECL6.8%

Held in common53.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.28%	−1.1%	+17.7%	+27.7%	+15.9%	+7.5%	−13.6%	$1.2B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.64%	−2.0%	+17.5%	+25.0%	+14.1%	+6.2%	−12.4%	$8.5B

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

Both

5Y2 funds

#			Trend
1	BIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.28%	−1.1%	+17.7%	+27.7%	+15.9%	+7.5%	−13.6%	$1.2B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.64%	−2.0%	+17.5%	+25.0%	+14.1%	+6.2%	−12.4%	$8.5B

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

Cards for this view

XLB vs IYM

XLB

Materials Select Sector SPDR

$13,519

IYM

iShares U.S. Basic Materials

$14,344

MeasureXLBIYM

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield1.64%1.28%

5 years, per year+6.2%+7.5%

3 years, per year+14.1%+15.9%

Worst drop · 1Y−12.4%−13.6%

Volatility · 1Y17.8%20.4%

4–2measures won
XLB first

53.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLB, IYM

Today

53.4%most shared, XLB and IYM

XLBIYM

XLB—53.4%

IYM53.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, XLB

XLB$164 − $8 = $156

IYM$128 − $37 = $91

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee