Compare · 4 funds side by side · dividends reinvested

SMMV, NETL, VUG and XLE

SMMViShares×NETLNETL×VUGVanguard×XLESPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,671XLE · best of the four

Story of the four · IncomeMost incomeNETL · 5.25% · $525 a year on $10k

Story of the four · RiskSmallest drop

SMMV, NETL, VUG and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$41.6B1.9

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.2%+11.9%+14.3%+5.6%−7.0%9.8%$281M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.25%+5.4%+3.8%+8.3%−0.5%−16.7%14.9%$48M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SMMV 2016 · NETL 2019 · VUG 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,128

SMMV

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SMMV vs XLE: Top 5 Holdings

Today

SMMV

6.9%in top 5

XLE

in top 558.8%

SMMVStockXLE

not top 5XOM24.0%

not top 5CVX18.4%

not top 5COP7.2%

not top 5MPC4.7%

not top 5PSX4.6%

Cost, Income and Risk

Fees: SMMV, NETL, VUG, XLE

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLE0.08%$8

SMMV0.20%$20

NETL0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

XLE

State Street Energy Select Sector SPDR ETF · $41.6B$26,671

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SMMVMeasureXLE

+10.2%Year to dateJan 1 → Nov 12+46.7%

+11.9%1 yearTotal return+44.6%

+14.3%3 years · per year$10,000 became $14,918 · $16,880+19.1%

+5.6%5 years · per year$10,000 became $13,128 · $26,671+21.7%

0.20%Expense ratio$20 · $8 a year on $10k · lower is better0.08%

1.56%Trailing 12-mo yield$156 · $237 a year on $10k2.37%

−7.0%Worst dropSmaller is better−15.0%

9.8%VolatilityLower is calmer23.4%

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

2–6XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

Held in common0.4%

End-of-day Nov 12, 2026 · share of each fund

SMMV vs XLE Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

XLESPDR

+21.7%

5 years, per year

SMMVXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: SMMV vs NETL

YTD

iSharesSMMV

+10.2%

NETLNETL

+5.4%

+10.2%Year to date+5.4%

−7.0%Worst drop · 1Y−16.7%

9.8%Volatility · 1Y14.9%

1.6%Yield5.2%

$281MAssets$47.9M

3–1SMMV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SMMV, NETL, VUG, XLE

1Y

5.25%highest, NETL

FundTrailing yieldYield$10k

NETL5.25%$525

XLE2.37%$237

SMMV1.56%$156

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$465most kept, NETL

NETL$525 − $60 = $465

XLE$237 − $8 = $229

SMMV$156 − $20 = $136

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SMMV, NETL, VUG, XLE

Today

3.1%most shared, SMMV and NETL

SMMVNETLVUGXLE

SMMV—3.1%0.0%0.4%

NETL3.1%—0.0%0.0%

VUG0.0%0.0%—0.2%

XLE0.4%0.0%0.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+44.6%XLE, at 23.4% volatility

SMMVWorst drop−7.0%9.8% vol

NETLWorst drop−16.7%14.9% vol

VUGWorst drop−15.1%19.1% vol

XLEWorst drop−15.0%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+5.4%Year to date+46.7%

5.2%Yield2.4%

+3.8%Past year+44.6%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 12, 2026

+46.7%Year to date+44.8%

2.4%Yield2.3%

$41.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SMMV, NETL, VUG and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four