Compare · 3 funds side by side · dividends reinvested

SMH, FDIS 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

SMH, FDIS and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.4

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 · FDIS 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,079

FDIS

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

FDISMeasureSMH

+0.1%Year to dateJan 1 → Nov 6+28.8%

−0.6%1 yearTotal return+29.5%

+15.8%3 years · per year$10,000 became $15,537 · $33,022+48.9%

+3.9%5 years · per year$10,000 became $12,079 · $34,950+28.4%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

0.76%Trailing 12-mo yield$76 · $24 a year on $10k0.24%

−15.5%Worst dropSmaller is better−33.1%

19.7%VolatilityLower is calmer42.9%

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

4–4Level

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

More Ways to See the Pairs

FDIS vs SMH: Top 5 Holdings

Today

FDIS

47.2%in top 5

SMH

in top 547.8%

FDISStockSMH

22.4%AMZNnot top 5

not top 5NVDA21.0%

14.4%TSLAnot top 5

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

5.2%HDnot top 5

not top 5ADI5.0%

3.0%MCDnot top 5

2.3%TJXnot top 5

Held in common0.0%

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

FDIS vs SMH Returns, Every Period

FidelityFDIS

+3.9%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

FDISSMHFaded: behind in that period

0–4SMH wins

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

FDIS vs XLF

YTD

FidelityFDIS

+0.1%

XLFSPDR

+5.7%

+0.1%Year to date+5.7%

−15.5%Worst drop · 1Y−14.8%

19.7%Volatility · 1Y15.3%

0.8%Yield1.4%

$1.6BAssets$54.5B

4–0XLF wins

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

Cost, Income and Risk

Fees: SMH, FDIS, XLF

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

SMH0.35%$35

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

Yields: SMH, FDIS, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FDIS0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SMH, FDIS, XLF

Today

0.0%most shared, SMH and FDIS

SMHFDISXLF

SMH—0.0%0.0%

FDIS0.0%—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

FDISWorst drop−15.5%19.7% 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

XLFSMH

+5.7%Year to date+28.8%

1.4%Yield0.2%

+10.4%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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026