XLE vs FMAT

AXLE

BFMAT

Measures won3–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · FMAT $13,353

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−13.5%FMAT · worst fall in 1Y

Held in common0.0%XLE and FMAT

XLE

FMAT

State Street Energy Select Sector SPDR ETF · $42.0BFidelity MSCI Materials Index ETF · $599M

+16.7%3 years · per year$15,905 · $14,435+13.0%

+20.5%5 years · per year$25,404 · $13,353+6.0%

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

2.47%12-mo yield$247 · $140 on $10k1.40%

−15.0%Worst dropSmaller wins−13.5%

23.3%VolatilityLower wins19.2%

3–2XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · FMAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.40%	−2.9%	+11.2%	+20.6%	+13.0%	+6.0%	−13.5%	$599M

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.40%	−2.9%	+11.2%	+20.6%	+13.0%	+6.0%	−13.5%	$599M

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

XLE vs FMAT

XLE

Energy Select Sector SPDR

$25,404

FMAT

Fidelity MSCI Materials Index

$13,353

MeasureXLEFMAT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.47%1.40%

5 years, per year+20.5%+6.0%

3 years, per year+16.7%+13.0%

Worst drop · 1Y−15.0%−13.5%

Volatility · 1Y23.3%19.2%

3–2measures won
XLE first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLE, FMAT

Today

0.0%most shared, XLE and FMAT

XLEFMAT

XLE—0.0%

FMAT0.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FMAT$140 − $8 = $132

KeptFee

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