Compare · 2 funds side by side · dividends reinvested

SMMV and XLE

SMMViShares×XLESPDR×

Versus in desk

02 / 04

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Portfolio

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

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

Story of the two · RiskSmallest drop

SMMV and XLE, 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%$40.7B1.3

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%$282M1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.7B$25,622

XLE

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,291

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

XLEMeasureSMMV

+41.9%

More Ways to See the Pairs

XLE vs SMMV: Top 5 Holdings

Today

XLE

59.2%in top 5

SMMV

in top 56.9%

XLEStockSMMV

24.2%XOMnot top 5

18.6%CVXnot top 5

7.2%COPnot top 5

4.6%MPCnot top 5

4.6%PSXnot top 5

Cost, Income and Risk

Fees: SMMV, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMMV0.20%$20

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

Yields: SMMV, XLE

1Y

2.45%highest, XLE

FundTrailing yieldYield

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.7BAssets$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%

Year to dateJan 1 → Nov 10

+10.6%

+42.9%1 yearTotal return+13.7%

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

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

0.08%Expense ratio$8 · $20 a year on $10k · lower is better0.20%

2.45%Trailing 12-mo yield$245 · $155 a year on $10k1.55%

−15.0%Worst dropSmaller is better−7.0%

23.3%VolatilityLower is calmer9.8%

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

6–2XLE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common0.4%

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

XLE vs SMMV Returns, Every Period

5Y

SPDRXLE

+20.7%

5 years, per year

SMMViShares

+5.9%

5 years, per year

XLESMMVFaded: behind in that period

4–0XLE wins

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

Sector vs Stocks: XLE vs SMMV

YTD

SPDRXLE

+41.9%

SMMViShares

+10.6%

+41.9%Year to date+10.6%

−15.0%Worst drop · 1Y−7.0%

23.3%Volatility · 1Y9.8%

2.4%Yield1.6%

$40.7BAssets$282M

2–2level

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

$10k

XLE2.45%$245

SMMV1.55%$155

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

KeptFee

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

Overlap: SMMV, XLE

Today

0.4%most shared, SMMV and XLE

SMMVXLE

SMMV—0.4%

XLE0.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+42.9%XLE, at 23.3% volatility

SMMVWorst drop−7.0%9.8% 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

XLESMMV

+41.9%Year to date+10.6%

2.4%Yield1.6%

+42.9%Past year+13.7%

0.08%Fee0.20%

4–0XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SMMV and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two