Compare · 3 funds side by side · dividends reinvested

FXL, SMH and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeXLF · 1.41% · $141 a year on $10k

Story of the three · RiskSmallest drop

FXL, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B1.9

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+24.5%+21.3%+24.1%+9.4%−15.3%28.0%$2.6B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: FXL 2007 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Technology AlphaDEX Fund · $2.6B$15,683

FXL

SMH

VanEck Semiconductor ETF · $63.5B$36,977

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

FXLMeasure

More Ways to See the Pairs

FXL vs SMH: Top 5 Holdings

Today

FXL

10.1%in top 5

SMH

in top 546.3%

FXLStockSMH

not top 5NVDA18.0%

not top 5TSM10.1%

not top 5AVGO6.2%

not top 5TXN6.1%

not top 5AMD5.9%

Cost, Income and Risk

Fees: FXL, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

FXL0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FXL, SMH, XLF

1Y

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SMH

+24.5%Year to dateJan 1 → Nov 11+40.8%

+21.3%1 yearTotal return+41.7%

+24.1%3 years · per year$10,000 became $19,106 · $34,270+50.8%

+9.4%5 years · per year$10,000 became $15,683 · $36,977+29.9%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $22 a year on $10k0.22%

−15.3%Worst dropSmaller is better−33.1%

28.0%VolatilityLower is calmer43.2%

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

2–6SMH wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.5%EPAMnot top 5

2.0%NIQnot top 5

1.9%MBGLnot top 5

1.9%CTSHnot top 5

1.8%PTCnot top 5

Held in common10.9%

End-of-day Nov 11, 2026 · share of each fund

FXL vs SMH Returns, Every Period

5Y

First TrustFXL

+9.4%

5 years, per year

SMHVanEck

+29.9%

5 years, per year

FXLSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FXL vs XLF

YTD

First TrustFXL

+24.5%

XLFSPDR

+8.4%

+24.5%Year to date+8.4%

−15.3%Worst drop · 1Y−14.8%

28.0%Volatility · 1Y15.3%

0.0%Yield1.4%

$2.6BAssets$54.1B

3–1XLF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.41%highest, XLF

FundTrailing yieldYield$10k

XLF1.41%$141

SMH0.22%$22

FXL0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$133most kept, XLF

XLF$141 − $8 = $133

SMH$22 − $35 = −$13

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FXL, SMH, XLF

Today

10.9%most shared, FXL and SMH

FXLSMHXLF

FXL—10.9%0.0%

SMH10.9%—0.0%

XLF0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

XLFWorst drop−14.8%15.3% vol

FXLWorst drop−15.3%28.0% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XLFSMH

+8.4%Year to date+40.8%

1.4%Yield0.2%

+12.4%Past year+41.7%

0.08%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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FXL, SMH and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three