Compare · 4 funds side by side · dividends reinvested

FDFF, XLE, SMH and VGT

FDFFFidelity×XLESPDR×SMHVanEck×VGTVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FDFF, XLE, SMH and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.6

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.6

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.3%+9.1%+15.9%[…]−18.1%19.8%$44M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDFF 2020 · XLE 1998 · SMH 2011 · VGT 2004

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$25,271

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

FDFFMeasureXLE

+5.3%Year to dateJan 1 → Nov 9+41.3%

+9.1%1 yearTotal return+44.3%

+15.9%3 years · per year$10,000 became $15,555 · $15,555+15.9%

[…]5 years · per year$10,000 became […] · $25,271+20.4%

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

0.94%Trailing 12-mo yield$94 · $246 a year on $10k2.46%

−18.1%Worst dropSmaller is better−15.0%

19.8%VolatilityLower is calmer23.3%

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

1–5XLE wins

End-of-day Nov 9, 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

34.6%in top 5

XLE

in top 559.6%

FDFFStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

10.2%BLKnot top 5

not top 5COP7.3%

7.0%FBK.MInot top 5

7.0%BKT.MCnot top 5

5.3%COFnot top 5

5.1%Vnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FDFF vs XLE Returns, Every Period

FidelityFDFF

+9.1%

past year

XLESPDR

+44.3%

past year

FDFFXLEFaded: behind in that period

0–2XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: FDFF vs XLE

YTD

FidelityFDFF

+5.3%

XLESPDR

+41.3%

+5.3%Year to date+41.3%

−18.1%Worst drop · 1Y−15.0%

19.8%Volatility · 1Y23.3%

0.9%Yield2.5%

$44.2MAssets$40.5B

3–1XLE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, XLE, SMH, VGT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

SMH0.35%$35

FDFF0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDFF, XLE, SMH, VGT

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FDFF0.94%$94

VGT0.42%$42

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FDFF$94 − $50 = $44

VGT$42 − $9 = $33

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDFF, XLE, SMH, VGT

Today

41.0%most shared, SMH and VGT

FDFFXLESMHVGT

FDFF—0.0%0.0%0.2%

XLE0.0%—0.0%0.0%

SMH0.0%0.0%—41.0%

VGT0.2%0.0%41.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

FDFFWorst drop−18.1%19.8% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.6% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+41.3%Year to date+35.3%

2.5%Yield0.2%

+44.3%Past year+39.3%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026