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XLBI vs FMAT

State Street Materials Select Sector SPDR Premium Income ETF vs Fidelity MSCI Materials Index ETF

XLBI

State Street Materials Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$6M

FMAT

Fidelity MSCI Materials Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$603M

Key differences

  • FMAT costs 0.27% less per year.
  • FMAT is significantly larger than XLBI — larger funds tend to be more liquid and less likely to close.
  • XLBI is classified as alternative, while FMAT is equity — different risk/return profiles.
  • XLBI follows a option income strategy; FMAT uses index tracking.
  • FMAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLBIFMAT
Annual cost (TER)0.35%0.08%
Fund size (AUM)$6M$603M
Since20252013
Dividend yield1.43%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+22.0%
CAGR 3YN/A+11.7%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.52
Volatility 1Y17.69%
Max drawdown-10.63%-41.11%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XLBI and FMAT