Compare · 3 funds side by side · dividends reinvested

PWER, SMH and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

PWER, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nomura Energy Transition ETFSectors · Energy0.79%1.17%+20.3%+30.5%[…][…]−13.7%22.2%$12M1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: PWER 2023 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

PWERMeasureSMH

+20.3%Year to dateJan 1 → Nov 5+24.3%

+30.5%1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

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

1.17%Trailing 12-mo yield$117 · $25 a year on $10k0.25%

−13.7%Worst dropSmaller is better−33.1%

22.2%VolatilityLower is calmer42.8%

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

4–2PWER wins

End-of-day Nov 5, 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 547.4%

PWERStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

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 5, 2026 · share of each fund

PWER vs SMH Returns, Every Period

NomuraPWER

+30.5%

past year

SMHVanEck

+27.3%

past year

PWERSMHFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PWER vs XLF

YTD

NomuraPWER

+20.3%

XLFSPDR

+6.3%

+20.3%Year to date+6.3%

−13.7%Worst drop · 1Y−14.8%

22.2%Volatility · 1Y15.3%

1.2%Yield1.4%

$12.2MAssets$53.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWER, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

PWER0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PWER, SMH, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

PWER1.17%$117

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

PWER$117 − $79 = $38

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PWER, SMH, XLF

Today

0.0%most shared, PWER and SMH

PWERSMHXLF

PWER—0.0%0.0%

SMH0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.5%PWER, at 22.2% volatility

XLFWorst drop−14.8%15.3% vol

PWERWorst drop−13.7%22.2% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLFSMH

+6.3%Year to date+24.3%

1.4%Yield0.2%

+11.4%Past year+27.3%

0.08%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026