Compare · 3 funds side by side · dividends reinvested

SMH, FDIS and XLV

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 XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$49.9B1.5

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 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$34,950

SMH

FDIS

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

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

SMHMeasureFDIS

+28.8%Year to dateJan 1 → Nov 6+0.1%

+29.5%1 yearTotal return−0.6%

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

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

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

0.24%Trailing 12-mo yield$24 · $76 a year on $10k0.76%

−33.1%Worst dropSmaller is better−15.5%

42.9%VolatilityLower is calmer19.7%

SMHFDIS 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

SMH vs FDIS: Top 5 Holdings

Today

SMH

47.8%in top 5

FDIS

in top 547.2%

SMHStockFDIS

not top 5AMZN22.4%

21.0%NVDAnot top 5

not top 5TSLA14.4%

9.8%TSMnot top 5

6.2%TXNnot top 5

5.9%AVGOnot top 5

not top 5HD5.2%

5.0%ADInot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.0%

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

SMH vs FDIS Returns, Every Period

VanEckSMH

+28.4%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

SMHFDISFaded: behind in that period

4–0SMH wins

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

Thematic vs Sector: SMH vs XLV

YTD

VanEckSMH

+28.8%

XLVSPDR

+20.9%

+28.8%Year to date+20.9%

−33.1%Worst drop · 1Y−10.5%

42.9%Volatility · 1Y16.8%

0.2%Yield1.4%

$60.7BAssets$49.9B

3–1XLV wins

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

Cost, Income and Risk

Fees: SMH, FDIS, XLV

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLV0.08%$8

SMH0.35%$35

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

Yields: SMH, FDIS, XLV

1.38%highest, XLV

FundTrailing yieldYield$10k

XLV1.38%$138

FDIS0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$130most kept, XLV

XLV$138 − $8 = $130

FDIS$76 − $8 = $68

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SMH, FDIS, XLV

Today

0.0%most shared, SMH and FDIS

SMHFDISXLV

SMH—0.0%0.0%

FDIS0.0%—0.0%

XLV0.0%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

XLVWorst drop−10.5%16.8% 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

XLVSMH

+20.9%Year to date+28.8%

1.4%Yield0.2%

+29.0%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