Compare · 4 funds side by side · dividends reinvested

XLE, CHIP, VGT and SMH

XLESPDR×CHIPRexshares×VGTVanguard×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

XLE, CHIP, VGT 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.3

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.4

REX AI Chipmaking ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$1M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: XLE 1998 · CHIP 2026 · VGT 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

CHIP

REX AI Chipmaking ETF · $1M[…]

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

XLEMeasureCHIP

+40.6%Year to dateJan 1 → Nov 6[…]

+45.0%1 yearTotal return[…]

+16.8%3 years · per year$10,000 became $15,939 · […][…]

+20.7%5 years · per year$10,000 became $25,568 · […][…]

0.08%Expense ratio$8 · $65 a year on $10k · lower is better0.65%

2.47%Trailing 12-mo yield$247 · $0 a year on $10k0.00%

−15.0%Worst dropSmaller is better[…]

23.3%VolatilityLower is calmer[…]

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

2–0XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs CHIP: Top 5 Holdings

Today

XLE

59.5%in top 5

CHIP

in top 526.0%

XLEStockCHIP

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

not top 5ASX5.7%

not top 5ASML5.3%

not top 5KLAC5.1%

not top 5ASM5.0%

not top 5AMAT5.0%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XLE vs CHIP Returns, Every Period

SPDRXLE

+45.0%

past year

CHIPRexshares

[…]

past year

Returns […]

XLECHIPFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs VGT

YTD

SPDRXLE

+40.6%

VGTVanguard

+15.6%

+40.6%Year to date+15.6%

−15.0%Worst drop · 1Y−17.5%

23.3%Volatility · 1Y26.5%

2.5%Yield0.4%

$42.0BAssets$155B

4–0XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, CHIP, VGT, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

SMH0.35%$35

CHIP0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLE, CHIP, VGT, SMH

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VGT0.44%$44

SMH0.24%$24

CHIP0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VGT$44 − $9 = $35

SMH$24 − $35 = −$11

CHIP$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLE, CHIP, VGT, SMH

Today

41.0%most shared, VGT and SMH

XLECHIPVGTSMH

XLE—0.0%0.0%0.0%

CHIP0.0%—5.2%17.0%

VGT0.0%5.2%—41.0%

SMH0.0%17.0%41.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% vol

SMHWorst drop−33.1%42.9% vol

CHIPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+40.6%Year to date+28.8%

2.5%Yield0.2%

+45.0%Past year+29.5%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026