Compare · 3 funds side by side · dividends reinvested

SMMV, XLF and XLK

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,150XLK · best of the three

Story of the three · IncomeMost incomeSMMV · 1.56% · $156 a year on $10k

Story of the three · RiskSmallest drop

SMMV, XLF and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+18.7%+16.5%+25.4%+16.2%−19.6%28.8%$117B1.8

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.5%+12.3%+14.7%+5.6%−7.0%9.8%$281M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: SMMV 2016 · XLF 1998 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,102

SMMV

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,980

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SMMV

More Ways to See the Pairs

SMMV vs XLF: Top 5 Holdings

Today

SMMV

6.9%in top 5

XLF

in top 543.6%

SMMVStockXLF

not top 5BRK-B13.3%

not top 5JPM11.1%

not top 5V8.8%

not top 5MA6.5%

not top 5BAC4.0%

Cost, Income and Risk

Fees: SMMV, XLF, XLK

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLK0.08%$8

SMMV0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SMMV, XLF, XLK

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+18.7%

VGTVanguard

+18.4%

+18.7%Year to date+18.4%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

2–0XLK wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

XLF

+10.5%Year to dateJan 1 → Nov 13+8.5%

+12.3%1 yearTotal return+11.1%

+14.7%3 years · per year$10,000 became $15,097 · $18,263+22.2%

+5.6%5 years · per year$10,000 became $13,103 · $15,980+9.8%

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

1.56%Trailing 12-mo yield$156 · $141 a year on $10k1.41%

−7.0%Worst dropSmaller is better−14.8%

9.8%VolatilityLower is calmer15.3%

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

5–3SMMV wins

End-of-day Nov 13, 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 common0.5%

End-of-day Nov 13, 2026 · share of each fund

SMMV vs XLF Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

XLFSPDR

+9.8%

5 years, per year

SMMVXLFFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: SMMV vs XLF

YTD

iSharesSMMV

+10.5%

XLFSPDR

+8.5%

+10.5%Year to date+8.5%

−7.0%Worst drop · 1Y−14.8%

9.8%Volatility · 1Y15.3%

1.6%Yield1.4%

$281MAssets$54.2B

4–0SMMV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

XLF1.41%$141

XLK0.49%$49

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$136most kept, SMMV

SMMV$156 − $20 = $136

XLF$141 − $8 = $133

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMMV, XLF, XLK

Today

0.5%most shared, SMMV and XLF

SMMVXLFXLK

SMMV—0.5%0.2%

XLF0.5%—0.0%

XLK0.2%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%XLK, at 28.8% volatility

SMMVWorst drop−7.0%9.8% vol

XLFWorst drop−14.8%15.3% vol

XLKWorst drop−19.6%28.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVXLK

+10.5%Year to date+18.7%

1.6%Yield0.5%

+12.3%Past year+16.5%

0.20%Fee0.08%

3–1XLK wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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SMMV, XLF and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three