Compare · 3 funds side by side · dividends reinvested

NETL, SMMV and XLE

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,258XLE · best of the three

Story of the three · IncomeMost incomeNETL · 5.23% · $523 a year on $10k

Story of the three · RiskSmallest drop

NETL, SMMV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.5

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.5%+12.3%+14.7%+5.6%−7.0%9.8%$281M1.9

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.23%+5.7%+5.1%+8.5%−0.7%−16.7%14.9%$48M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: NETL 2019 · SMMV 2016 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,590

XLE

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,102

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

More Ways to See the Pairs

XLE vs SMMV: Top 5 Holdings

Today

XLE

58.8%in top 5

SMMV

in top 56.9%

XLEStockSMMV

24.0%XOMnot top 5

18.4%CVXnot top 5

7.2%COPnot top 5

4.7%MPCnot top 5

4.6%PSXnot top 5

Cost, Income and Risk

Fees: NETL, SMMV, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMMV0.20%$20

NETL0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: NETL, SMMV, XLE

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

XLE

Measure

SMMV

+48.2%Year to dateJan 1 → Nov 13+10.5%

+48.0%1 yearTotal return+12.3%

+19.9%3 years · per year$10,000 became $17,258 · $15,097+14.7%

+21.6%5 years · per year$10,000 became $26,590 · $13,103+5.6%

0.08%Expense ratio$8 · $20 a year on $10k · lower is better0.20%

2.35%Trailing 12-mo yield$235 · $156 a year on $10k1.56%

−15.0%Worst dropSmaller is better−7.0%

23.3%VolatilityLower is calmer9.8%

XLESMMV Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2XLE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.2%

Held in common0.4%

End-of-day Nov 13, 2026 · share of each fund

XLE vs SMMV Returns, Every Period

5Y

SPDRXLE

+21.6%

5 years, per year

SMMViShares

+5.6%

5 years, per year

XLESMMVFaded: behind in that period

4–0XLE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XLE vs NETL

YTD

SPDRXLE

+48.2%

NETLNETL

+5.7%

+48.2%Year to date+5.7%

−15.0%Worst drop · 1Y−16.7%

23.3%Volatility · 1Y14.9%

2.3%Yield5.2%

$41.6BAssets$47.9M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

5.23%highest, NETL

FundTrailing yieldYield$10k

NETL5.23%$523

XLE2.35%$235

SMMV1.56%$156

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$463most kept, NETL

NETL$523 − $60 = $463

XLE$235 − $8 = $227

SMMV$156 − $20 = $136

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: NETL, SMMV, XLE

Today

3.1%most shared, NETL and SMMV

NETLSMMVXLE

NETL—3.1%0.0%

SMMV3.1%—0.4%

XLE0.0%0.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%14.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+5.7%Year to date+48.2%

5.2%Yield2.3%

+5.1%Past year+48.0%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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NETL, SMMV and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three