Compare · 3 funds side by side · dividends reinvested

SMH, SCHD and XLF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SMH, SCHD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: SMH 2011 · SCHD 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Semiconductor ETF · $63.5B$36,977

SMH

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SMHMeasure

More Ways to See the Pairs

SMH vs SCHD: Top 5 Holdings

Today

SMH

46.3%in top 5

SCHD

in top 521.7%

SMHStockSCHD

18.0%NVDAnot top 5

10.1%TSMnot top 5

6.2%AVGOnot top 5

6.1%TXN4.6%

5.9%AMD

Cost, Income and Risk

Fees: SMH, SCHD, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

SMH0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SMH, SCHD, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

+40.8%Year to dateJan 1 → Nov 11+34.6%

+41.7%1 yearTotal return+39.3%

+50.8%3 years · per year$10,000 became $34,270 · $17,234+19.9%

+29.9%5 years · per year$10,000 became $36,977 · $16,418+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.22%Trailing 12-mo yield$22 · $293 a year on $10k2.93%

−33.1%Worst dropSmaller is better−6.9%

43.2%VolatilityLower is calmer11.8%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common8.6%

End-of-day Nov 11, 2026 · share of each fund

SMH vs SCHD Returns, Every Period

5Y

VanEckSMH

+29.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SMHSCHDFaded: behind in that period

4–0SMH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: SMH vs SCHD

YTD

VanEckSMH

+40.8%

SCHDSchwab

+34.6%

+40.8%Year to date+34.6%

−33.1%Worst drop · 1Y−6.9%

43.2%Volatility · 1Y11.8%

0.2%Yield2.9%

$63.5BAssets$123B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

XLF1.41%$141

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

XLF$141 − $8 = $133

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SMH, SCHD, XLF

Today

8.6%most shared, SMH and SCHD

SMHSCHDXLF

SMH—8.6%0.0%

SCHD8.6%—3.4%

XLF0.0%3.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

SCHDWorst drop−6.9%11.8% vol

XLFWorst drop−14.8%15.3% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+34.6%Year to date+40.8%

2.9%Yield0.2%

+39.3%Past year+41.7%

0.06%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+55.1%Year to date+40.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

SMH, SCHD and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three