Compare · 4 funds side by side · dividends reinvested

HTEC, IBB, SMH and XLE

HTECROBO Global×IBBiShares×SMHVanEck×XLESPDR×

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

02 / 04

HTEC, IBB, SMH and XLE, 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%$40.5B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.5

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.5%+40.9%+26.2%−0.5%−16.3%23.3%$111M2.8

iShares Biotechnology ETFSectors · Technology0.44%0.15%+30.2%+38.9%+23.7%+6.6%−9.6%23.6%$11.1B3.0

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: HTEC 2019 · IBB 2001 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $111M$9,759

HTEC

IBB

iShares Biotechnology ETF · $11.1B$13,757

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

HTECMeasureIBB

+29.5%Year to dateJan 1 → Nov 9+30.2%

+40.9%1 yearTotal return+38.9%

+26.2%3 years · per year$10,000 became $20,092 · $18,932+23.7%

−0.5%5 years · per year$10,000 became $9,759 · $13,757+6.6%

0.80%Expense ratio$80 · $44 a year on $10k · lower is better0.44%

0.76%Trailing 12-mo yield$76 · $15 a year on $10k0.15%

−16.3%Worst dropSmaller is better−9.6%

23.3%VolatilityLower is calmer23.6%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs IBB: Top 5 Holdings

Today

HTEC

11.7%in top 5

IBB

in top 537.7%

HTECStockIBB

not top 5GILD8.9%

not top 5AMGN8.4%

not top 5VRTX7.8%

2.5%MRNA6.4%

not top 5REGN6.2%

2.4%GRALnot top 5

2.3%ISRGnot top 5

2.2%CDNAnot top 5

2.2%TEMnot top 5

Held in common20.2%

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

HTEC vs IBB Returns, Every Period

ROBO GlobalHTEC

−0.5%

5 years, per year

IBBiShares

+6.6%

5 years, per year

HTECIBBFaded: behind in that period

2–2Level

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

Thematic vs Sector: HTEC vs XLE

YTD

ROBO GlobalHTEC

+29.5%

XLESPDR

+41.3%

+29.5%Year to date+41.3%

−16.3%Worst drop · 1Y−15.0%

23.3%Volatility · 1Y23.3%

0.8%Yield2.5%

$111MAssets$40.5B

3–0XLE wins

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

Cost, Income and Risk

Fees: HTEC, IBB, SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

IBB0.44%$44

HTEC0.80%$80

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

Yields: HTEC, IBB, SMH, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

HTEC0.76%$76

SMH0.23%$23

IBB0.15%$15

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

HTEC$76 − $80 = −$4

SMH$23 − $35 = −$12

IBB$15 − $44 = −$29

KeptFee

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

Overlap: HTEC, IBB, SMH, XLE

Today

20.2%most shared, HTEC and IBB

HTECIBBSMHXLE

HTEC—20.2%0.0%0.0%

IBB20.2%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

HTECWorst drop−16.3%23.3% vol

XLEWorst drop−15.0%23.3% vol

IBBWorst drop−9.6%23.6% 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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026