XLB vs SPY

AXLB

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · XLB $13,511

Lowest cost0.08%XLB · $8 on $10k

Most income1.65%XLB · $165 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.8%XLB and SPY

XLB

SPY

State Street Materials Select Sector SPDR ETF · $8.5BState Street SPDR S&P 500 ETF · $805B

+13.4%3 years · per year$14,573 · $18,174+22.0%

+6.2%5 years · per year$13,511 · $17,099+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.65%12-mo yield$165 · $103 on $10k1.03%

−12.4%Worst dropSmaller wins−8.9%

18.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLB · SPY

12.9%LIN0.4%

6.6%NEM0.2%

4.8%FCX0.1%

5.1%SHW0.1%

Held in common1.8%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.65%	−2.9%	+16.9%	+25.8%	+13.4%	+6.2%	−12.4%	$8.5B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.65%	−2.9%	+16.9%	+25.8%	+13.4%	+6.2%	−12.4%	$8.5B

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

Cards for this view

XLB vs SPY

XLB

Materials Select Sector SPDR

$13,512

SPY

SPDR S&P 500

$17,099

MeasureXLBSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.65%1.03%

5 years, per year+6.2%+11.3%

3 years, per year+13.4%+22.0%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y18.1%13.6%

4–2measures won
SPY first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLB, SPY

Today

1.8%most shared, XLB and SPY

XLBSPY

XLB—1.8%

SPY1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$157most kept, XLB

XLB$165 − $8 = $157

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee