Compare · 4 funds side by side · dividends reinvested

PWER, SMH, XLE and VGT

PWERNomura×SMHVanEck×XLESPDR×VGTVanguard×

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

02 / 04

PWER, SMH, XLE and VGT, 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%$42.0B1.6

Nomura Energy Transition ETFSectors · Energy0.79%1.16%+21.2%+29.4%[…][…]−13.7%22.1%$12M2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.6

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B3.0

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: PWER 2023 · SMH 2011 · XLE 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

PWERMeasureSMH

+21.2%Year to dateJan 1 → Nov 6+28.8%

+29.4%1 yearTotal return+29.5%

[…]3 years · per year$10,000 became […] · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

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

1.16%Trailing 12-mo yield$116 · $24 a year on $10k0.24%

−13.7%Worst dropSmaller is better−33.1%

22.1%VolatilityLower is calmer42.9%

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

3–3Level

End-of-day Nov 6, 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 547.8%

PWERStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

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 6, 2026 · share of each fund

PWER vs SMH Returns, Every Period

NomuraPWER

+29.4%

past year

SMHVanEck

+29.5%

past year

PWERSMHFaded: behind in that period

0–2SMH wins

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

PWER vs XLE

YTD

NomuraPWER

+21.2%

XLESPDR

+40.6%

+21.2%Year to date+40.6%

−13.7%Worst drop · 1Y−15.0%

22.1%Volatility · 1Y23.3%

1.2%Yield2.5%

$11.7MAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: PWER, SMH, XLE, VGT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

SMH0.35%$35

PWER0.79%$79

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

Yields: PWER, SMH, XLE, VGT

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

PWER1.16%$116

VGT0.44%$44

SMH0.24%$24

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PWER$116 − $79 = $37

VGT$44 − $9 = $35

SMH$24 − $35 = −$11

KeptFee

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

Overlap: PWER, SMH, XLE, VGT

Today

41.0%most shared, SMH and VGT

PWERSMHXLEVGT

PWER—0.0%15.6%0.1%

SMH0.0%—0.0%41.0%

XLE15.6%0.0%—0.0%

VGT0.1%41.0%0.0%—

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

PWERWorst drop−13.7%22.1% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% 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 Four

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

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