Compare · 3 funds side by side · dividends reinvested

XLE, IGV 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

XLE, IGV 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%$42.0B1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$12.4B2.9

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: XLE 1998 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,404

XLE

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,367

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

XLEMeasureIGV

+40.6%Year to dateJan 1 → Nov 5−6.3%

+45.4%1 yearTotal return−11.6%

+16.7%3 years · per year$10,000 became $15,905 · $14,673+13.6%

+20.5%5 years · per year$10,000 became $25,404 · $11,367+2.6%

0.08%Expense ratio$8 · $38 a year on $10k · lower is better0.38%

2.47%Trailing 12-mo yield$247 · $2 a year on $10k0.02%

−15.0%Worst dropSmaller is better−33.3%

23.3%VolatilityLower is calmer32.9%

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

8–0XLE wins

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

More Ways to See the Pairs

XLE vs IGV: Top 5 Holdings

Today

XLE

59.2%in top 5

IGV

in top 541.9%

XLEStockIGV

24.3%XOMnot top 5

18.6%CVXnot top 5

not top 5MSFT9.4%

not top 5PANW8.6%

not top 5PLTR8.4%

not top 5CRWD8.2%

not top 5ORCL7.2%

7.1%COPnot top 5

4.6%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs IGV Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

IGViShares

+2.6%

5 years, per year

XLEIGVFaded: behind in that period

4–0XLE wins

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

Sector vs Thematic: XLE vs SMH

YTD

SPDRXLE

+40.6%

SMHVanEck

+24.3%

+40.6%Year to date+24.3%

−15.0%Worst drop · 1Y−33.1%

23.3%Volatility · 1Y42.8%

2.5%Yield0.2%

$42.0BAssets$57.7B

4–0XLE wins

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

Cost, Income and Risk

Fees: XLE, IGV, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

IGV0.38%$38

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

Yields: XLE, IGV, SMH

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

SMH0.25%$25

IGV0.02%$2

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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

Overlap: XLE, IGV, SMH

Today

4.6%most shared, IGV and SMH

XLEIGVSMH

XLE—0.0%0.0%

IGV0.0%—4.6%

SMH0.0%4.6%—

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

XLEWorst drop−15.0%23.3% vol

IGVWorst drop−33.3%32.9% 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

$37.6BAssets$57.7B

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%

$42.0BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026