Compare · 4 funds side by side · dividends reinvested

PWER, SMH, XLE and SOXX

PWERNomura×SMHVanEck×XLESPDR×SOXXiShares×

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

02 / 04

PWER, SMH, XLE and SOXX, 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%$40.5B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.6

Nomura Energy Transition ETFSectors · Energy0.79%1.13%+24.4%+33.2%[…][…]−13.7%22.3%$12M2.7

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: PWER 2023 · SMH 2011 · XLE 1998 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

PWERMeasureSMH

+24.4%Year to dateJan 1 → Nov 9+35.3%

+33.2%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

1.13%Trailing 12-mo yield$113 · $23 a year on $10k0.23%

−13.7%Worst dropSmaller is better−33.1%

22.3%VolatilityLower is calmer43.1%

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

3–3Level

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

More Ways to See the Pairs

PWER vs SMH: Top 5 Holdings

Today

PWER

20.3%in top 5

SMH

in top 547.7%

PWERStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

4.6%EOGnot top 5

4.1%CEGnot top 5

4.0%XELnot top 5

4.0%LNTnot top 5

3.6%AEPnot top 5

Held in common0.0%

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

PWER vs SMH Returns, Every Period

NomuraPWER

+33.2%

past year

SMHVanEck

+39.3%

past year

PWERSMHFaded: behind in that period

0–2SMH wins

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

PWER vs XLE

YTD

NomuraPWER

+24.4%

XLESPDR

+41.3%

+24.4%Year to date+41.3%

−13.7%Worst drop · 1Y−15.0%

22.3%Volatility · 1Y23.3%

1.1%Yield2.5%

$11.7MAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: PWER, SMH, XLE, SOXX

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SOXX0.33%$33

SMH0.35%$35

PWER0.79%$79

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

Yields: PWER, SMH, XLE, SOXX

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

PWER1.13%$113

SOXX0.28%$28

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

PWER$113 − $79 = $34

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

KeptFee

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

Overlap: PWER, SMH, XLE, SOXX

Today

69.6%most shared, SMH and SOXX

PWERSMHXLESOXX

PWER—0.0%15.6%0.0%

SMH0.0%—0.0%69.6%

XLE15.6%0.0%—0.0%

SOXX0.0%69.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

PWERWorst drop−13.7%22.3% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLESOXX

+41.3%Year to date+46.5%

2.5%Yield0.3%

+44.3%Past year+48.5%

0.08%Fee0.33%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026