Compare · 3 funds side by side · dividends reinvested

IBB, XLE and SMH

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, XLE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.1

iShares Biotechnology ETFSectors · Technology0.44%0.16%+26.7%+35.2%+23.2%+6.3%−9.6%23.4%$11.1B2.4

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Biotechnology ETF · $11.1B$13,555

IBB

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

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

IBBMeasureXLE

+26.7%Year to dateJan 1 → Nov 6+40.6%

+35.2%1 yearTotal return+45.0%

+23.2%3 years · per year$10,000 became $18,677 · $15,939+16.8%

+6.3%5 years · per year$10,000 became $13,555 · $25,568+20.7%

0.44%Expense ratio$44 · $8 a year on $10k · lower is better0.08%

0.16%Trailing 12-mo yield$16 · $247 a year on $10k2.47%

−9.6%Worst dropSmaller is better−15.0%

23.4%VolatilityLower is calmer23.3%

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

2–6XLE 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 XLE: Top 5 Holdings

Today

IBB

37.9%in top 5

XLE

in top 559.5%

IBBStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

9.1%GILDnot top 5

8.5%AMGNnot top 5

7.9%VRTXnot top 5

not top 5COP7.3%

6.3%REGNnot top 5

6.2%MRNAnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common0.0%

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

IBB vs XLE Returns, Every Period

iSharesIBB

+6.3%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IBBXLEFaded: behind in that period

1–3XLE wins

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

IBB vs XLE

YTD

iSharesIBB

+26.7%

XLESPDR

+40.6%

+26.7%Year to date+40.6%

−9.6%Worst drop · 1Y−15.0%

23.4%Volatility · 1Y23.3%

0.2%Yield2.5%

$11.1BAssets$42.0B

3–1XLE wins

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

Cost, Income and Risk

Fees: IBB, XLE, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

IBB0.44%$44

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

Yields: IBB, XLE, SMH

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

SMH0.24%$24

IBB0.16%$16

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SMH$24 − $35 = −$11

IBB$16 − $44 = −$28

KeptFee

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

Overlap: IBB, XLE, SMH

Today

0.0%most shared, IBB and XLE

IBBXLESMH

IBB—0.0%0.0%

XLE0.0%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% 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

XLESMH

+40.6%Year to date+28.8%

2.5%Yield0.2%

+45.0%Past year+29.5%

0.08%Fee0.35%

4–0XLE wins

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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