Compare · 3 funds side by side · dividends reinvested

FDFF, XLF and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,140SMH · best of the three

Story of the three · IncomeMost incomeXLF · 1.42% · $142 a year on $10k

Story of the three · RiskSmallest drop

FDFF, XLF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$64.4B1.9

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.95%+4.9%+6.0%+15.3%[…]−18.1%19.7%$44M2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: FDFF 2020 · XLF 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $54.2B$15,861

XLF

SMH

VanEck Semiconductor ETF · $64.4B$35,140

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

XLFMeasure

More Ways to See the Pairs

XLF vs SMH: Top 5 Holdings

Today

XLF

43.6%in top 5

SMH

in top 545.9%

XLFStockSMH

not top 5NVDA17.7%

13.3%BRK-Bnot top 5

11.1%JPMnot top 5

not top 5TSM10.0%

8.8%Vnot top 5

Cost, Income and Risk

Fees: FDFF, XLF, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

FDFF0.50%$50

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FDFF, XLF, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SMH

+7.6%Year to dateJan 1 → Nov 12+39.3%

+11.1%1 yearTotal return+43.4%

+22.0%3 years · per year$10,000 became $18,140 · $33,705+49.9%

+9.7%5 years · per year$10,000 became $15,861 · $35,140+28.6%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.42%Trailing 12-mo yield$142 · $22 a year on $10k0.22%

−14.8%Worst dropSmaller is better−33.1%

15.3%VolatilityLower is calmer43.2%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.5%MAnot top 5

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

4.0%BACnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XLF vs SMH Returns, Every Period

5Y

SPDRXLF

+9.7%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

XLFSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLF vs FDFF

YTD

SPDRXLF

+7.6%

FDFFFidelity

+4.9%

+7.6%Year to date+4.9%

−14.8%Worst drop · 1Y−18.1%

15.3%Volatility · 1Y19.7%

1.4%Yield0.9%

$54.2BAssets$44.2M

4–0XLF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.42%highest, XLF

FundTrailing yieldYield$10k

XLF1.42%$142

FDFF0.95%$95

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$134most kept, XLF

XLF$142 − $8 = $134

FDFF$95 − $50 = $45

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FDFF, XLF, SMH

Today

0.0%most shared, XLF and SMH

FDFFXLFSMH

FDFF—[…][…]

XLF[…]—0.0%

SMH[…]0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+43.4%SMH, at 43.2% volatility

XLFWorst drop−14.8%15.3% vol

FDFFWorst drop−18.1%19.7% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLFSMH

+7.6%Year to date+39.3%

1.4%Yield0.2%

+11.1%Past year+43.4%

0.08%Fee0.35%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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FDFF, XLF and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three