Compare · 3 funds side by side · dividends reinvested

SMH, DRAM and XLE

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

02 / 04

SMH, DRAM 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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: SMH 2011 · DRAM 2026 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $57.7B$34,950

SMH

DRAM

Roundhill Memory ETF · $14.4B[…]

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

SMHMeasureDRAM

+28.8%Year to dateJan 1 → Nov 6[…]

+29.5%1 yearTotal return[…]

+48.9%3 years · per year$10,000 became $33,022 · […][…]

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

0.35%Expense ratio$35 · $65 a year on $10k · lower is better0.65%

0.24%Trailing 12-mo yield$24 · $0 a year on $10k0.00%

−33.1%Worst dropSmaller is better[…]

42.9%VolatilityLower is calmer[…]

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

2–0SMH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs DRAM: Top 5 Holdings

Today

SMH

47.8%in top 5

DRAM

in top 579.5%

SMHStockDRAM

21.0%NVDAnot top 5

not top 5FGXXX20.8%

not top 5005930.K19.5%

not top 5000660.K16.0%

not top 5912797WN16.0%

9.8%TSMnot top 5

not top 5912797VV7.3%

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

Held in common3.1%

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

SMH vs DRAM Returns, Every Period

VanEckSMH

+29.5%

past year

DRAMRoundhill

[…]

past year

Returns […]

SMHDRAMFaded: behind in that period

0–0Level

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

Thematic vs Sector: SMH vs XLE

YTD

VanEckSMH

+28.8%

XLESPDR

+40.6%

+28.8%Year to date+40.6%

−33.1%Worst drop · 1Y−15.0%

42.9%Volatility · 1Y23.3%

0.2%Yield2.5%

$57.7BAssets$42.0B

4–0XLE wins

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

Cost, Income and Risk

Fees: SMH, DRAM, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

DRAM0.65%$65

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

Yields: SMH, DRAM, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

SMH0.24%$24

DRAM0.00%$0

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SMH, DRAM, XLE

Today

3.1%most shared, SMH and DRAM

SMHDRAMXLE

SMH—3.1%0.0%

DRAM3.1%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+40.6%Year to date+28.8%

2.5%Yield0.2%

+45.0%Past year+29.5%

0.08%Fee0.35%

4–0XLE 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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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