Compare SMH and XLE | ETF Tracker

SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Semiconductor ETF · $65.4B$38,820

SMH

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

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

SMHMeasureXLE

+40.0%Year to dateJan 1 → Nov 4+44.9%

+38.2%1 yearTotal return+48.2%

+54.7%3 years · per year$10,000 became $37,049 · $16,447+18.0%

+31.2%5 years · per year$10,000 became $38,820 · $26,379+21.4%

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

0.22%Trailing 12-mo yield$22 · $240 a year on $10k2.40%

−24.6%Worst dropSmaller is better−15.0%

41.2%VolatilityLower is calmer23.2%

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

2–6XLE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs XLE: Top 5 Holdings

Today

SMH

47.1%in top 5

XLE

in top 559.1%

SMHStockXLE

not top 5XOM24.2%

20.6%NVDAnot top 5

not top 5CVX18.4%

9.6%TSMnot top 5

not top 5COP7.2%

6.0%TXNnot top 5

5.8%AVGOnot top 5

5.2%AMDnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SMH vs XLE Returns, Every Period

5Y

VanEckSMH

+31.2%

5 years, per year

XLESPDR

+21.4%

5 years, per year

SMHXLEFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: SMH vs XLE

YTD

VanEckSMH

+40.0%

XLESPDR

+44.9%

+40.0%Year to date+44.9%

−24.6%Worst drop · 1Y−15.0%

41.2%Volatility · 1Y23.2%

0.2%Yield2.4%

$65.4BAssets$44.1B

4–0XLE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMH, XLE

1Y

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMH, XLE

Today

0.0%most shared, SMH and XLE

SMHXLE

SMH—0.0%

XLE0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+48.2%XLE, at 23.2% volatility

XLEWorst drop−15.0%23.2% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+44.9%Year to date+40.0%

2.4%Yield0.2%

+48.2%Past year+38.2%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026