Compare · 3 funds side by side · dividends reinvested

SMMV, IJR and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

SMMV, IJR 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%$40.5B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.0

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$277M2.3

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: SMMV 2016 · IJR 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,312

SMMV

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 17.8% in common

SMMVMeasureIJR

+8.8%Year to dateJan 1 → Nov 6+15.5%

+11.9%1 yearTotal return+17.6%

+14.5%3 years · per year$10,000 became $15,003 · $16,147+17.3%

+5.9%5 years · per year$10,000 became $13,312 · $13,170+5.7%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

1.58%Trailing 12-mo yield$158 · $124 a year on $10k1.24%

−7.0%Worst dropSmaller is better−9.7%

9.8%VolatilityLower is calmer16.2%

SMMVIJR 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

SMMV vs IJR: Top 5 Holdings

Today

SMMV

6.9%in top 5

IJR

in top 52.6%

SMMVStockIJR

1.5%PNWnot top 5

1.5%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common17.8%

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

SMMV vs IJR Returns, Every Period

iSharesSMMV

+5.9%

5 years, per year

IJRiShares

+5.7%

5 years, per year

SMMVIJRFaded: behind in that period

1–3IJR wins

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

Stocks vs Sector: SMMV vs XLE

YTD

iSharesSMMV

+8.8%

XLESPDR

+40.6%

+8.8%Year to date+40.6%

−7.0%Worst drop · 1Y−15.0%

9.8%Volatility · 1Y23.3%

1.6%Yield2.5%

$277MAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: SMMV, IJR, XLE

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

XLE0.08%$8

SMMV0.20%$20

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

Yields: SMMV, IJR, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

SMMV1.58%$158

IJR1.24%$124

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SMMV$158 − $20 = $138

IJR$124 − $6 = $118

KeptFee

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

Overlap: SMMV, IJR, XLE

Today

17.8%most shared, SMMV and IJR

SMMVIJRXLE

SMMV—17.8%0.3%

IJR17.8%—0.0%

XLE0.3%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

SMMVWorst drop−7.0%9.8% vol

IJRWorst drop−9.7%16.2% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEIJR

+40.6%Year to date+15.5%

2.5%Yield1.2%

+45.0%Past year+17.6%

0.08%Fee0.06%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$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

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