Compare · 3 funds side by side · dividends reinvested

VIS, SMH and XLF

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

02 / 04

VIS, SMH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.0

Vanguard Industrials ETFSectors · Industrials0.09%0.99%+4.9%+6.4%+19.8%+10.6%−13.5%18.8%$8.0B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIS 2004 · SMH 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Industrials ETF · $8.0B$16,535

VIS

SMH

VanEck Semiconductor ETF · $57.7B$33,824

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

VISMeasureSMH

+4.9%Year to dateJan 1 → Nov 5+24.3%

+6.4%1 yearTotal return+27.3%

+19.8%3 years · per year$10,000 became $17,187 · $32,662+48.4%

+10.6%5 years · per year$10,000 became $16,535 · $33,824+27.6%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

0.99%Trailing 12-mo yield$99 · $25 a year on $10k0.25%

−13.5%Worst dropSmaller is better−33.1%

18.8%VolatilityLower is calmer42.8%

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

4–4Level

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

More Ways to See the Pairs

VIS vs SMH: Top 5 Holdings

Today

VIS

20.5%in top 5

SMH

in top 547.4%

VISStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

5.6%CATnot top 5

not top 5AMD5.4%

4.9%GEnot top 5

3.8%GEVnot top 5

3.7%RTXnot top 5

2.5%ETNnot top 5

Held in common0.0%

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

VIS vs SMH Returns, Every Period

VanguardVIS

+10.6%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

VISSMHFaded: behind in that period

0–4SMH wins

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

VIS vs XLF

YTD

VanguardVIS

+4.9%

XLFSPDR

+6.3%

+4.9%Year to date+6.3%

−13.5%Worst drop · 1Y−14.8%

18.8%Volatility · 1Y15.3%

1.0%Yield1.4%

$8.0BAssets$55.5B

3–1XLF wins

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

Cost, Income and Risk

Fees: VIS, SMH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VIS0.09%$9

SMH0.35%$35

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

Yields: VIS, SMH, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

VIS0.99%$99

SMH0.25%$25

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VIS$99 − $9 = $90

SMH$25 − $35 = −$10

KeptFee

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

Overlap: VIS, SMH, XLF

Today

0.0%most shared, VIS and SMH

VISSMHXLF

VIS—0.0%0.0%

SMH0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

XLFWorst drop−14.8%15.3% vol

VISWorst drop−13.5%18.8% 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

XLFSMH

+6.3%Year to date+24.3%

1.4%Yield0.2%

+11.4%Past year+27.3%

0.08%Fee0.35%

2–2level

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

$37.6BAssets$57.7B

2–0SOXX 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026