Compare · 3 funds side by side · dividends reinvested

RWR, SMH and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeRWR · 3.35% · $335 a year on $10k

Story of the three · RiskSmallest drop

RWR, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.35%+17.2%+16.6%+15.0%+3.0%−12.8%14.2%$1.9B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: RWR 2001 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones REIT ETF · $1.9B$11,599

RWR

SMH

VanEck Semiconductor ETF · $63.5B$36,977

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

RWRMeasure

More Ways to See the Pairs

RWR vs SMH: Top 5 Holdings

Today

RWR

33.5%in top 5

SMH

in top 546.3%

RWRStockSMH

not top 5NVDA18.0%

not top 5TSM10.1%

10.0%WELLnot top 5

10.0%PLDnot top 5

not top 5AVGO6.2%

Cost, Income and Risk

Fees: RWR, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

RWR0.25%$25

SMH0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: RWR, SMH, XLF

1Y

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SMH

+17.2%Year to dateJan 1 → Nov 11+40.8%

+16.6%1 yearTotal return+41.7%

+15.0%3 years · per year$10,000 became $15,190 · $34,270+50.8%

+3.0%5 years · per year$10,000 became $11,599 · $36,977+29.9%

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

3.35%Trailing 12-mo yield$335 · $22 a year on $10k0.22%

−12.8%Worst dropSmaller is better−33.1%

14.2%VolatilityLower is calmer43.2%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN6.1%

not top 5AMD5.9%

4.5%SPGnot top 5

4.5%DLRnot top 5

4.5%Onot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

RWR vs SMH Returns, Every Period

5Y

SPDRRWR

+3.0%

5 years, per year

SMHVanEck

+29.9%

5 years, per year

RWRSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

RWR vs XLF

YTD

SPDRRWR

+17.2%

XLFSPDR

+8.4%

+17.2%Year to date+8.4%

−12.8%Worst drop · 1Y−14.8%

14.2%Volatility · 1Y15.3%

3.4%Yield1.4%

$1.9BAssets$54.1B

4–0RWR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

3.35%highest, RWR

FundTrailing yieldYield$10k

RWR3.35%$335

XLF1.41%$141

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$310most kept, RWR

RWR$335 − $25 = $310

XLF$141 − $8 = $133

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: RWR, SMH, XLF

Today

0.0%most shared, RWR and SMH

RWRSMHXLF

RWR—0.0%0.0%

SMH0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

RWRWorst drop−12.8%14.2% vol

XLFWorst drop−14.8%15.3% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

RWRSMH

+17.2%Year to date+40.8%

3.4%Yield0.2%

+16.6%Past year+41.7%

0.25%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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RWR, SMH and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three