Compare · 3 funds side by side · dividends reinvested

XLE, SMH and SOXX

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

02 / 04

XLE, SMH and SOXX, 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%$42.0B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLE 1998 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

XLEMeasureSMH

+40.6%Year to dateJan 1 → Nov 6+28.8%

+45.0%1 yearTotal return+29.5%

+16.8%3 years · per year$10,000 became $15,939 · $33,022+48.9%

+20.7%5 years · per year$10,000 became $25,568 · $34,950+28.4%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.47%Trailing 12-mo yield$247 · $24 a year on $10k0.24%

−15.0%Worst dropSmaller is better−33.1%

23.3%VolatilityLower is calmer42.9%

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

6–2XLE 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 SMH: Top 5 Holdings

Today

XLE

59.5%in top 5

SMH

in top 547.8%

XLEStockSMH

24.4%XOMnot top 5

not top 5NVDA21.0%

18.8%CVXnot top 5

not top 5TSM9.8%

7.3%COPnot top 5

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

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 SMH Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

XLESMHFaded: behind in that period

2–2Level

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

Sector vs Thematic: XLE vs SOXX

YTD

SPDRXLE

+40.6%

SOXXiShares

+36.2%

+40.6%Year to date+36.2%

−15.0%Worst drop · 1Y−39.5%

23.3%Volatility · 1Y49.4%

2.5%Yield0.8%

$42.0BAssets$39.1B

4–0XLE wins

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

Cost, Income and Risk

Fees: XLE, SMH, SOXX

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SOXX0.33%$33

SMH0.35%$35

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

Yields: XLE, SMH, SOXX

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

SOXX0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: XLE, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

XLESMHSOXX

XLE—0.0%0.0%

SMH0.0%—69.6%

SOXX0.0%69.6%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

XLESOXX

+40.6%Year to date+36.2%

2.5%Yield0.8%

+45.0%Past year+34.5%

0.08%Fee0.33%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026