Compare · 3 funds side by side · dividends reinvested

SMOG, XLV and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

SMOG, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.5

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B1.6

VanEck Low Carbon Energy ETFSectors · Energy0.64%1.52%+3.0%−0.3%+12.5%−4.5%−18.0%22.9%$126M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: SMOG 2007 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Low Carbon Energy ETF · $126M$7,938

SMOG

XLV

State Street Health Care Select Sector SPDR ETF · $49.7B$15,284

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMOGMeasureXLV

+3.0%Year to dateJan 1 → Nov 9+23.2%

−0.3%1 yearTotal return+31.2%

+12.5%3 years · per year$10,000 became $14,243 · $15,616+16.0%

−4.5%5 years · per year$10,000 became $7,938 · $15,284+8.9%

0.64%Expense ratio$64 · $8 a year on $10k · lower is better0.08%

1.52%Trailing 12-mo yield$152 · $135 a year on $10k1.35%

−18.0%Worst dropSmaller is better−10.5%

22.9%VolatilityLower is calmer16.9%

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

1–7XLV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMOG vs XLV: Top 5 Holdings

Today

SMOG

38.0%in top 5

XLV

in top 544.5%

SMOGStockXLV

not top 5LLY16.2%

not top 5JNJ9.9%

9.3%IBE.MCnot top 5

8.3%TSLAnot top 5

7.9%NEEnot top 5

not top 5ABBV7.7%

7.2%ENEL.MInot top 5

not top 5MRK5.4%

5.3%1211.HKnot top 5

not top 5UNH5.3%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SMOG vs XLV Returns, Every Period

VanEckSMOG

−4.5%

5 years, per year

XLVSPDR

+8.9%

5 years, per year

SMOGXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SMOG vs XLE

YTD

VanEckSMOG

+3.0%

XLESPDR

+41.3%

+3.0%Year to date+41.3%

−18.0%Worst drop · 1Y−15.0%

22.9%Volatility · 1Y23.3%

1.5%Yield2.5%

$126MAssets$40.5B

3–1XLE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMOG, XLV, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

SMOG0.64%$64

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SMOG, XLV, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

SMOG1.52%$152

XLV1.35%$135

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLV$135 − $8 = $127

SMOG$152 − $64 = $88

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMOG, XLV, XLE

Today

0.0%most shared, SMOG and XLV

SMOGXLVXLE

SMOG—0.0%0.0%

XLV0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

XLVWorst drop−10.5%16.9% vol

SMOGWorst drop−18.0%22.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+41.3%Year to date+23.2%

2.5%Yield1.4%

+44.3%Past year+31.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026