Compare · 4 funds side by side · dividends reinvested

HTEC, XLE, SMH and XLF

HTECROBO Global×XLESPDR×SMHVanEck×XLFSPDR×

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, XLE, SMH and XLF, 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%$40.5B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.8

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.76%+29.5%+40.9%+26.2%−0.5%−16.3%23.3%$110M2.9

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 · XLE 1998 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $110M$9,759

HTEC

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

HTECMeasureXLE

+29.5%Year to dateJan 1 → Nov 9+41.3%

+40.9%1 yearTotal return+44.3%

+26.2%3 years · per year$10,000 became $20,092 · $15,555+15.9%

−0.5%5 years · per year$10,000 became $9,759 · $25,271+20.4%

0.80%Expense ratio$80 · $8 a year on $10k · lower is better0.08%

0.76%Trailing 12-mo yield$76 · $246 a year on $10k2.46%

−16.3%Worst dropSmaller is better−15.0%

23.3%VolatilityLower is calmer23.3%

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

1–6XLE wins

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 XLE: Top 5 Holdings

Today

HTEC

11.7%in top 5

XLE

in top 559.6%

HTECStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.4%

2.5%MRNAnot top 5

2.4%GRALnot top 5

2.3%ISRGnot top 5

2.2%CDNAnot top 5

2.2%TEMnot top 5

Held in common0.0%

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

HTEC vs XLE Returns, Every Period

ROBO GlobalHTEC

−0.5%

5 years, per year

XLESPDR

+20.4%

5 years, per year

HTECXLEFaded: behind in that period

1–3XLE wins

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%

$110MAssets$40.5B

3–0XLE wins

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

Cost, Income and Risk

Fees: HTEC, XLE, SMH, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

SMH0.35%$35

HTEC0.80%$80

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

Yields: HTEC, XLE, SMH, XLF

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

XLF1.42%$142

HTEC0.76%$76

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

XLF$142 − $8 = $134

HTEC$76 − $80 = −$4

SMH$23 − $35 = −$12

KeptFee

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

Overlap: HTEC, XLE, SMH, XLF

Today

0.0%most shared, HTEC and XLE

HTECXLESMHXLF

HTEC—0.0%0.0%0.0%

XLE0.0%—0.0%0.0%

SMH0.0%0.0%—0.0%

XLF0.0%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

XLFWorst drop−14.8%15.3% vol

HTECWorst drop−16.3%23.3% vol

XLEWorst drop−15.0%23.3% 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

$37.5BAssets$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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026