XLB vs PKB

AXLB

BPKB

Measures won4–2XLB wins · of 6 · 5Y

$10,000 · 5Y$18,768PKB · 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 common15.0%XLB and PKB

XLB

PKB

State Street Materials Select Sector SPDR ETF · $8.5BInvesco Building & Construction ETF · $265M

+14.7%3 years · per year$15,077 · $19,401+24.7%

+7.0%5 years · per year$14,055 · $18,768+13.4%

0.08%Expense ratio$8 · $57 on $10k · lower wins0.57%

1.60%12-mo yield$160 · $20 on $10k0.20%

−12.4%Worst dropSmaller wins−25.0%

17.9%VolatilityLower wins24.9%

4–2XLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLB · PKB

5.2%VMC5.6%

4.9%MLM5.5%

4.8%CRH5.2%

Held in common15.0%

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

Both

5Y2 funds

#			Trend
1	BPKB	Invesco Building & Construction ETFRead Desk		0.57%	0.20%	−0.7%	−1.2%	−4.3%	+24.7%	+13.4%	−25.0%	$265M
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

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

Both

5Y2 funds

#			Trend
1	BPKB	Invesco Building & Construction ETFRead Desk		0.57%	0.20%	−0.7%	−1.2%	−4.3%	+24.7%	+13.4%	−25.0%	$265M
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

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 PKB

XLB

Materials Select Sector SPDR

$14,055

PKB

Invesco Building & Construction

$18,768

MeasureXLBPKB

Fee0.08%0.57%

Cost on $10k a year$8$57

Yield1.60%0.20%

5 years, per year+7.0%+13.4%

3 years, per year+14.7%+24.7%

Worst drop · 1Y−12.4%−25.0%

Volatility · 1Y17.9%24.9%

4–2measures won
XLB first

15.0%

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, PKB

Today

15.0%most shared, XLB and PKB

XLBPKB

XLB—15.0%

PKB15.0%—

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

PKB$20 − $57 = −$37

KeptFee

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