Compare · 4 funds side by side · dividends reinvested

IPAV, SHPP, XLE and SMH

IPAVGlobal X×SHPPPacer×XLESPDR×SMHVanEck×

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

02 / 04

IPAV, SHPP, XLE and SMH, 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

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.05%+19.0%+23.7%+15.2%[…]−11.1%16.2%$2M2.3

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

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.58%+3.4%+8.8%[…][…]−17.2%19.6%$6M3.2

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: IPAV 2024 · SHPP 2022 · XLE 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

IPAV

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

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

XLEMeasureIPAV

+41.3%Year to dateJan 1 → Nov 9+3.4%

+44.3%1 yearTotal return+8.8%

+15.9%3 years · per year$10,000 became $15,555 · […][…]

+20.4%5 years · per year$10,000 became $25,271 · […][…]

0.08%Expense ratio$8 · $55 a year on $10k · lower is better0.55%

2.46%Trailing 12-mo yield$246 · $158 a year on $10k1.58%

−15.0%Worst dropSmaller is better−17.2%

23.3%VolatilityLower is calmer19.6%

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

5–1XLE wins

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

More Ways to See the Pairs

XLE vs IPAV: Top 5 Holdings

Today

XLE

59.6%in top 5

IPAV

in top 517.6%

XLEStockIPAV

24.5%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.4%MPCnot top 5

not top 5CNR.TO3.7%

not top 5LT.NS3.7%

not top 5CP.TO3.7%

not top 5HEI.DE3.3%

not top 5HOLN.SW3.3%

Held in common0.0%

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

XLE vs IPAV Returns, Every Period

SPDRXLE

+44.3%

past year

IPAVGlobal X

+8.8%

past year

XLEIPAVFaded: behind in that period

2–0XLE wins

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

XLE vs SHPP

YTD

SPDRXLE

+41.3%

SHPPPacer

+19.0%

+41.3%Year to date+19.0%

−15.0%Worst drop · 1Y−11.1%

23.3%Volatility · 1Y16.2%

2.5%Yield3.0%

$40.5BAssets$2.0M

3–1SHPP wins

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

Cost, Income and Risk

Fees: IPAV, SHPP, XLE, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

IPAV0.55%$55

SHPP0.60%$60

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

Yields: IPAV, SHPP, XLE, SMH

3.05%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.05%$305

XLE2.46%$246

IPAV1.58%$158

SMH0.23%$23

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

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

XLE$246 − $8 = $238

IPAV$158 − $55 = $103

SMH$23 − $35 = −$12

KeptFee

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

Overlap: IPAV, SHPP, XLE, SMH

Today

7.4%most shared, IPAV and SHPP

IPAVSHPPXLESMH

IPAV—7.4%0.0%0.0%

SHPP7.4%—0.0%0.0%

XLE0.0%0.0%—0.0%

SMH0.0%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

SHPPWorst drop−11.1%16.2% vol

IPAVWorst drop−17.2%19.6% 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

SHPPXLE

+19.0%Year to date+41.3%

3.0%Yield2.5%

+23.7%Past year+44.3%

0.60%Fee0.08%

3–1XLE 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