XLB vs MXI

AXLB

BMXI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,242MXI · XLB $13,480

Lowest cost0.08%XLB · $8 on $10k

Most income1.70%MXI · $170 on $10k

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

Held in common37.2%XLB and MXI

XLB

MXI

State Street Materials Select Sector SPDR ETF · $8.7BiShares Global Materials ETF · $397M

+13.1%3 years · per year$14,459 · $15,196+15.0%

+6.2%5 years · per year$13,479 · $14,242+7.3%

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

1.66%12-mo yield$166 · $170 on $10k1.70%

−12.4%Worst dropSmaller wins−16.2%

18.2%VolatilityLower wins22.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLB · MXI

13.1%LIN7.9%

6.9%NEM4.1%

4.5%FCX2.7%

5.0%SHW2.6%

Held in common37.2%

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

Both

5Y2 funds

#			Trend
1	BMXI	iShares Global Materials ETFRead Desk		0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$397M
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.66%	−0.7%	+16.0%	+24.1%	+13.1%	+6.2%	−12.4%	$8.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMXI	iShares Global Materials ETFRead Desk		0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$397M
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.66%	−0.7%	+16.0%	+24.1%	+13.1%	+6.2%	−12.4%	$8.7B

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

XLB vs MXI

XLB

Materials Select Sector SPDR

$13,480

MXI

iShares Global Materials

$14,242

MeasureXLBMXI

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield1.66%1.70%

5 years, per year+6.2%+7.3%

3 years, per year+13.1%+15.0%

Worst drop · 1Y−12.4%−16.2%

Volatility · 1Y18.2%22.4%

3–2measures won
XLB first

37.2%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XLB, MXI

Today

37.2%most shared, XLB and MXI

XLBMXI

XLB—37.2%

MXI37.2%—

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

Income After Fees on $10,000

$158most kept, XLB

XLB$166 − $8 = $158

MXI$170 − $37 = $133

KeptFee

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