Compare · 3 funds side by side · dividends reinvested

UTES, XLE and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

UTES, XLE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.1

Virtus Reaves Utilities ETFSectors · Utilities0.49%1.67%−5.9%−10.1%+22.4%+12.7%−17.6%22.5%$1.2B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: UTES 2015 · XLE 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Reaves Utilities ETF · $1.2B$18,198

UTES

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

UTESMeasureXLE

−5.9%Year to dateJan 1 → Nov 5+40.6%

−10.1%1 yearTotal return+45.4%

+22.4%3 years · per year$10,000 became $18,339 · $15,905+16.7%

+12.7%5 years · per year$10,000 became $18,198 · $25,404+20.5%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

1.67%Trailing 12-mo yield$167 · $247 a year on $10k2.47%

−17.6%Worst dropSmaller is better−15.0%

22.5%VolatilityLower is calmer23.3%

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

2–6XLE wins

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

More Ways to See the Pairs

UTES vs XLE: Top 5 Holdings

Today

UTES

44.4%in top 5

XLE

in top 559.2%

UTESStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

10.9%TLNnot top 5

10.8%CEGnot top 5

8.4%VSTnot top 5

7.6%XELnot top 5

not top 5COP7.1%

6.7%CNPnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

UTES vs XLE Returns, Every Period

VirtusUTES

+12.7%

5 years, per year

XLESPDR

+20.5%

5 years, per year

UTESXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

UTES vs XLE

YTD

VirtusUTES

−5.9%

XLESPDR

+40.6%

−5.9%Year to date+40.6%

−17.6%Worst drop · 1Y−15.0%

22.5%Volatility · 1Y23.3%

1.7%Yield2.5%

$1.2BAssets$44.1B

3–1XLE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTES, XLE, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

UTES0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UTES, XLE, SMH

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

UTES1.67%$167

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

UTES$167 − $49 = $118

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UTES, XLE, SMH

Today

0.0%most shared, UTES and XLE

UTESXLESMH

UTES—0.0%0.0%

XLE0.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

UTESWorst drop−17.6%22.5% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+40.6%Year to date+24.3%

2.5%Yield0.2%

+45.4%Past year+27.3%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026