Compare · 3 funds side by side · dividends reinvested

SMMV, XLE and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the three · RiskSmallest drop

SMMV, XLE and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.1

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.55%+10.6%+13.7%+14.1%+5.9%−7.0%9.8%$281M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMMV 2016 · XLE 1998 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,291

SMMV

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,622

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

SMMV

More Ways to See the Pairs

SMMV vs XLE: Top 5 Holdings

Today

SMMV

6.9%in top 5

XLE

in top 559.2%

SMMVStockXLE

not top 5XOM24.2%

not top 5CVX18.6%

not top 5COP7.2%

not top 5MPC4.6%

not top 5PSX4.6%

Cost, Income and Risk

Fees: SMMV, XLE, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

XLE0.08%$8

SMMV0.20%$20

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

Yields: SMMV, XLE, IJR

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

XLE

+10.6%Year to dateJan 1 → Nov 10+41.9%

+13.7%1 yearTotal return+42.9%

+14.1%3 years · per year$10,000 became $14,846 · $15,781+16.4%

+5.9%5 years · per year$10,000 became $13,291 · $25,622+20.7%

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

1.55%Trailing 12-mo yield$155 · $245 a year on $10k2.45%

−7.0%Worst dropSmaller is better−15.0%

9.8%VolatilityLower is calmer23.3%

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

2–6XLE wins

End-of-day Nov 10, 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

1.3%ADCnot top 5

Held in common0.4%

End-of-day Nov 10, 2026 · share of each fund

SMMV vs XLE Returns, Every Period

5Y

iSharesSMMV

+5.9%

5 years, per year

XLESPDR

+20.7%

5 years, per year

SMMVXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: SMMV vs XLE

YTD

iSharesSMMV

+10.6%

XLESPDR

+41.9%

+10.6%Year to date+41.9%

−7.0%Worst drop · 1Y−15.0%

9.8%Volatility · 1Y23.3%

1.6%Yield2.4%

$281MAssets$40.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

SMMV1.55%$155

IJR1.21%$121

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

SMMV$155 − $20 = $135

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMMV, XLE, IJR

Today

17.5%most shared, SMMV and IJR

SMMVXLEIJR

SMMV—0.4%17.5%

XLE0.4%—0.0%

IJR17.5%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

SMMVWorst drop−7.0%9.8% vol

IJRWorst drop−9.7%16.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLEIJR

+41.9%Year to date+18.5%

2.4%Yield1.2%

+42.9%Past year+21.3%

0.08%Fee0.06%

3–1XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SMMV, XLE and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three