Compare · 4 funds side by side · dividends reinvested

NETL, SMMV, XLE and VUG

NETLNETL×SMMViShares×XLESPDR×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

NETL, SMMV, XLE and VUG, 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%$42.0B1.9

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$279M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.1

Rank among the four1st → 4thFee, 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: NETL 2019 · SMMV 2016 · XLE 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $279M$13,312

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

VUGMeasureSMMV

+1.4%Year to dateJan 1 → Nov 6+8.8%

+0.2%1 yearTotal return+11.9%

+22.6%3 years · per year$10,000 became $18,415 · $15,003+14.5%

+10.0%5 years · per year$10,000 became $16,124 · $13,312+5.9%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

0.42%Trailing 12-mo yield$42 · $158 a year on $10k1.58%

−15.1%Worst dropSmaller is better−7.0%

19.0%VolatilityLower is calmer9.8%

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

3–5SMMV wins

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

More Ways to See the Pairs

VUG vs SMMV: Top 5 Holdings

Today

VUG

45.2%in top 5

SMMV

in top 56.9%

VUGStockSMMV

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common0.0%

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

VUG vs SMMV Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

SMMViShares

+5.9%

5 years, per year

VUGSMMVFaded: behind in that period

2–2Level

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

Stocks vs Sector: VUG vs NETL

YTD

VanguardVUG

+1.4%

NETLNETL

+6.1%

+1.4%Year to date+6.1%

−15.1%Worst drop · 1Y−16.7%

19.0%Volatility · 1Y14.9%

0.4%Yield5.2%

$233BAssets$47.9M

3–1NETL wins

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

Cost, Income and Risk

Fees: NETL, SMMV, XLE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLE0.08%$8

SMMV0.20%$20

NETL0.60%$60

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

Yields: NETL, SMMV, XLE, VUG

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

XLE2.47%$247

SMMV1.58%$158

VUG0.42%$42

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

XLE$247 − $8 = $239

SMMV$158 − $20 = $138

VUG$42 − $3 = $39

KeptFee

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

Overlap: NETL, SMMV, XLE, VUG

Today

3.2%most shared, NETL and SMMV

NETLSMMVXLEVUG

NETL—3.2%0.0%0.0%

SMMV3.2%—0.3%0.0%

XLE0.0%0.3%—0.2%

VUG0.0%0.0%0.2%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%14.9% vol

VUGWorst drop−15.1%19.0% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

NETLXLE

+6.1%Year to date+40.6%

5.2%Yield2.5%

+6.2%Past year+45.0%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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