Compare · 3 funds side by side · dividends reinvested

IBB, SMH and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IBB, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.0

iShares Biotechnology ETFSectors · Technology0.44%0.16%+26.7%+35.2%+23.2%+6.3%−9.6%23.4%$11.1B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: IBB 2001 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Biotechnology ETF · $11.1B$13,555

IBB

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

IBBMeasureSMH

+26.7%Year to dateJan 1 → Nov 6+28.8%

+35.2%1 yearTotal return+29.5%

+23.2%3 years · per year$10,000 became $18,677 · $33,022+48.9%

+6.3%5 years · per year$10,000 became $13,555 · $34,950+28.4%

0.44%Expense ratio$44 · $35 a year on $10k · lower is better0.35%

0.16%Trailing 12-mo yield$16 · $24 a year on $10k0.24%

−9.6%Worst dropSmaller is better−33.1%

23.4%VolatilityLower is calmer42.9%

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

3–5SMH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBB vs SMH: Top 5 Holdings

Today

IBB

37.9%in top 5

SMH

in top 547.8%

IBBStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

9.1%GILDnot top 5

8.5%AMGNnot top 5

7.9%VRTXnot top 5

6.3%REGNnot top 5

6.2%MRNAnot top 5

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IBB vs SMH Returns, Every Period

iSharesIBB

+6.3%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

IBBSMHFaded: behind in that period

1–3SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IBB vs XLF

YTD

iSharesIBB

+26.7%

XLFSPDR

+5.7%

+26.7%Year to date+5.7%

−9.6%Worst drop · 1Y−14.8%

23.4%Volatility · 1Y15.3%

0.2%Yield1.4%

$11.1BAssets$55.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBB, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

IBB0.44%$44

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IBB, SMH, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

SMH0.24%$24

IBB0.16%$16

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

SMH$24 − $35 = −$11

IBB$16 − $44 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IBB, SMH, XLF

Today

0.0%most shared, IBB and SMH

IBBSMHXLF

IBB—0.0%0.0%

SMH0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+35.2%IBB, at 23.4% volatility

XLFWorst drop−14.8%15.3% vol

IBBWorst drop−9.6%23.4% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFSMH

+5.7%Year to date+28.8%

1.4%Yield0.2%

+10.4%Past year+29.5%

0.08%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026