Compare · 3 funds side by side · dividends reinvested

SOXX, SMH and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

SOXX, SMH 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%$40.5B1.8

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SOXX 2001 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $39.1B$28,442

SOXX

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 69.6% in common

SOXXMeasureSMH

+46.5%Year to dateJan 1 → Nov 9+35.3%

+48.5%1 yearTotal return+39.3%

+42.6%3 years · per year$10,000 became $29,015 · $33,815+50.1%

+23.3%5 years · per year$10,000 became $28,442 · $36,298+29.4%

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

0.71%Trailing 12-mo yield$71 · $23 a year on $10k0.23%

−39.5%Worst dropSmaller is better−33.1%

49.8%VolatilityLower is calmer43.1%

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

4–4Level

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

More Ways to See the Pairs

SOXX vs SMH: Top 5 Holdings

Today

SOXX

39.1%in top 5

SMH

in top 547.7%

SOXXStockSMH

8.4%NVDA20.7%

not top 5TSM10.0%

9.5%AMD5.4%

7.9%AVGO5.7%

7.1%MUnot top 5

6.2%INTCnot top 5

not top 5TXN5.9%

Held in common69.6%

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

SOXX vs SMH Returns, Every Period

iSharesSOXX

+23.3%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

SOXXSMHFaded: behind in that period

2–2Level

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

Thematic vs Sector: SOXX vs XLE

YTD

iSharesSOXX

+46.5%

XLESPDR

+41.3%

+46.5%Year to date+41.3%

−39.5%Worst drop · 1Y−15.0%

49.8%Volatility · 1Y23.3%

0.7%Yield2.5%

$39.1BAssets$40.5B

3–1XLE wins

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

Cost, Income and Risk

Fees: SOXX, SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SOXX0.33%$33

SMH0.35%$35

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

Yields: SOXX, SMH, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

SOXX0.71%$71

SMH0.23%$23

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

KeptFee

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

Overlap: SOXX, SMH, XLE

Today

69.6%most shared, SOXX and SMH

SOXXSMHXLE

SOXX—69.6%0.0%

SMH69.6%—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

+48.5%SOXX, at 49.8% volatility

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

XLESOXX

+41.3%Year to date+46.5%

2.5%Yield0.7%

+44.3%Past year+48.5%

0.08%Fee0.33%

2–2level

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

+33.1%

VIGVanguard

+14.8%

+33.1%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