Compare · 3 funds side by side · dividends reinvested

SHPP, SMH and XLF

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

02 / 04

SHPP, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.11%+16.5%+20.1%+15.1%[…]−11.1%16.1%$2M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SHPP 2022 · SMH 2011 · XLF 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$34,950

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

SHPPMeasureSMH

+16.5%Year to dateJan 1 → Nov 6+28.8%

+20.1%1 yearTotal return+29.5%

+15.1%3 years · per year$10,000 became $15,234 · $33,022+48.9%

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

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

3.11%Trailing 12-mo yield$311 · $24 a year on $10k0.24%

−11.1%Worst dropSmaller is better−33.1%

16.1%VolatilityLower is calmer42.9%

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

3–4SMH wins

End-of-day Nov 6, 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

38.6%in top 5

SMH

in top 547.8%

SHPPStockSMH

not top 5NVDA21.0%

12.0%SAP.DEnot top 5

not top 5TSM9.8%

9.3%UNPnot top 5

7.9%ABBN.SWnot top 5

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

5.0%CSXnot top 5

4.4%UPSnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SHPP vs SMH Returns, Every Period

PacerSHPP

+20.1%

past year

SMHVanEck

+29.5%

past year

SHPPSMHFaded: behind in that period

0–3SMH wins

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

SHPP vs XLF

YTD

PacerSHPP

+16.5%

XLFSPDR

+5.7%

+16.5%Year to date+5.7%

−11.1%Worst drop · 1Y−14.8%

16.1%Volatility · 1Y15.3%

3.1%Yield1.4%

$2.1MAssets$55.5B

3–1SHPP wins

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

Cost, Income and Risk

Fees: SHPP, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

SHPP0.60%$60

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

Yields: SHPP, SMH, XLF

3.11%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.11%$311

XLF1.44%$144

SMH0.24%$24

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

Income After Fees on $10,000

$251most kept, SHPP

SHPP$311 − $60 = $251

XLF$144 − $8 = $136

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SHPP, SMH, XLF

Today

0.0%most shared, SHPP and SMH

SHPPSMHXLF

SHPP—0.0%0.0%

SMH0.0%—0.0%

XLF0.0%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

XLFWorst drop−14.8%15.3% vol

SHPPWorst drop−11.1%16.1% 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

SHPPSMH

+16.5%Year to date+28.8%

3.1%Yield0.2%

+20.1%Past year+29.5%

0.60%Fee0.35%

3–1SMH wins

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

$37.6BAssets$57.7B

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