Compare · 3 funds side by side · dividends reinvested

FDFF, SMH and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

FDFF, SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.1

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+2.9%+4.8%+15.8%[…]−18.1%19.7%$44M2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDFF 2020 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDFFMeasureXLE

+2.9%Year to dateJan 1 → Nov 6+40.6%

+4.8%1 yearTotal return+45.0%

+15.8%3 years · per year$10,000 became $15,517 · $15,939+16.8%

[…]5 years · per year$10,000 became […] · $25,568+20.7%

0.50%Expense ratio$50 · $8 a year on $10k · lower is better0.08%

0.96%Trailing 12-mo yield$96 · $247 a year on $10k2.47%

−18.1%Worst dropSmaller is better−15.0%

19.7%VolatilityLower is calmer23.3%

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

1–6XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDFF vs XLE: Top 5 Holdings

Today

FDFF

26.5%in top 5

XLE

in top 559.5%

FDFFStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

not top 5COP7.3%

6.6%BLKnot top 5

5.3%COFnot top 5

5.0%Vnot top 5

5.0%MAnot top 5

4.7%FBK.MInot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FDFF vs XLE Returns, Every Period

FidelityFDFF

+4.8%

past year

XLESPDR

+45.0%

past year

FDFFXLEFaded: behind in that period

0–3XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: FDFF vs XLE

YTD

FidelityFDFF

+2.9%

XLESPDR

+40.6%

+2.9%Year to date+40.6%

−18.1%Worst drop · 1Y−15.0%

19.7%Volatility · 1Y23.3%

1.0%Yield2.5%

$44.2MAssets$40.5B

3–1XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

FDFF0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDFF, SMH, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDFF0.96%$96

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDFF$96 − $50 = $46

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDFF, SMH, XLE

Today

0.0%most shared, FDFF and SMH

FDFFSMHXLE

FDFF—0.0%0.0%

SMH0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

FDFFWorst drop−18.1%19.7% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+40.6%Year to date+28.8%

2.5%Yield0.2%

+45.0%Past year+29.5%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026