Compare · 3 funds side by side · dividends reinvested

SHPP, SMH and XLE

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

02 / 04

SHPP, SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.1

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.05%+18.8%+23.0%+16.0%[…]−11.1%16.0%$2M2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: SHPP 2022 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Industrials and Logistics ETF · $2M[…]

SHPP

SMH

VanEck Semiconductor ETF · $57.7B$33,824

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

SHPPMeasureSMH

+18.8%Year to dateJan 1 → Nov 5+24.3%

+23.0%1 yearTotal return+27.3%

+16.0%3 years · per year$10,000 became $15,627 · $32,662+48.4%

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

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

3.05%Trailing 12-mo yield$305 · $25 a year on $10k0.25%

−11.1%Worst dropSmaller is better−33.1%

16.0%VolatilityLower is calmer42.8%

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

3–4SMH wins

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

More Ways to See the Pairs

SHPP vs SMH: Top 5 Holdings

Today

SHPP

38.4%in top 5

SMH

in top 547.4%

SHPPStockSMH

not top 5NVDA20.5%

11.6%SAP.DEnot top 5

not top 5TSM9.7%

9.4%UNPnot top 5

8.1%ABBN.SWnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

4.9%CSXnot top 5

4.4%UPSnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SHPP vs SMH Returns, Every Period

PacerSHPP

+23.0%

past year

SMHVanEck

+27.3%

past year

SHPPSMHFaded: behind in that period

0–3SMH wins

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

SHPP vs XLE

YTD

PacerSHPP

+18.8%

XLESPDR

+40.6%

+18.8%Year to date+40.6%

−11.1%Worst drop · 1Y−15.0%

16.0%Volatility · 1Y23.3%

3.1%Yield2.5%

$2.1MAssets$42.0B

3–1SHPP wins

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

Cost, Income and Risk

Fees: SHPP, SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

SHPP0.60%$60

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

Yields: SHPP, SMH, XLE

3.05%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.05%$305

XLE2.47%$247

SMH0.25%$25

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

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

XLE$247 − $8 = $239

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SHPP, SMH, XLE

Today

0.0%most shared, SHPP and SMH

SHPPSMHXLE

SHPP—0.0%0.0%

SMH0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

SHPPWorst drop−11.1%16.0% vol

XLEWorst drop−15.0%23.3% 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

SHPPXLE

+18.8%Year to date+40.6%

3.1%Yield2.5%

+23.0%Past year+45.4%

0.60%Fee0.08%

3–1XLE wins

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026