Compare · 3 funds side by side · dividends reinvested

PWER, SMH and XLV

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

02 / 04

PWER, SMH and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

Nomura Energy Transition ETFSectors · Energy0.79%1.16%+21.2%+29.4%[…][…]−13.7%22.1%$12M2.2

Rank among the three1st → 3rdFee, 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 · XLV 1998

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 XLV

YTD

NomuraPWER

+21.2%

XLVSPDR

+20.9%

+21.2%Year to date+20.9%

−13.7%Worst drop · 1Y−10.5%

22.1%Volatility · 1Y16.8%

1.2%Yield1.4%

$11.7MAssets$50.9B

3–1XLV wins

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

Cost, Income and Risk

Fees: PWER, SMH, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

SMH0.35%$35

PWER0.79%$79

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

Yields: PWER, SMH, XLV

1.38%highest, XLV

FundTrailing yieldYield$10k

XLV1.38%$138

PWER1.16%$116

SMH0.24%$24

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

Income After Fees on $10,000

$130most kept, XLV

XLV$138 − $8 = $130

PWER$116 − $79 = $37

SMH$24 − $35 = −$11

KeptFee

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

Overlap: PWER, SMH, XLV

Today

0.0%most shared, PWER and SMH

PWERSMHXLV

PWER—0.0%0.0%

SMH0.0%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

XLVWorst drop−10.5%16.8% vol

PWERWorst drop−13.7%22.1% 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

XLVSMH

+20.9%Year to date+28.8%

1.4%Yield0.2%

+29.0%Past year+29.5%

0.08%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026