Compare XLE and SMH | ETF Tracker

XLE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XLE 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

XLE

SMH

VanEck Semiconductor ETF · $65.4B$38,820

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

XLEMeasureSMH

+44.9%Year to dateJan 1 → Nov 4+40.0%

+48.2%1 yearTotal return+38.2%

+18.0%3 years · per year$10,000 became $16,447 · $37,049+54.7%

+21.4%5 years · per year$10,000 became $26,379 · $38,820+31.2%

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

2.40%Trailing 12-mo yield$240 · $22 a year on $10k0.22%

−15.0%Worst dropSmaller is better−24.6%

23.2%VolatilityLower is calmer41.2%

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

6–2XLE wins

End-of-day Nov 4, 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

59.1%in top 5

SMH

in top 547.1%

XLEStockSMH

24.2%XOMnot top 5

not top 5NVDA20.6%

18.4%CVXnot top 5

not top 5TSM9.6%

7.2%COPnot top 5

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

4.7%MPCnot top 5

4.6%PSXnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XLE vs SMH Returns, Every Period

5Y

SPDRXLE

+21.4%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

XLESMHFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLE vs SMH

YTD

SPDRXLE

+44.9%

SMHVanEck

+40.0%

+44.9%Year to date+40.0%

−15.0%Worst drop · 1Y−24.6%

23.2%Volatility · 1Y41.2%

2.4%Yield0.2%

$44.1BAssets$65.4B

4–0XLE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLE, SMH

1Y

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLE, SMH

Today

0.0%most shared, XLE and SMH

XLESMH

XLE—0.0%

SMH0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+48.2%XLE, at 23.2% volatility

XLEWorst drop−15.0%23.2% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+44.9%Year to date+40.0%

2.4%Yield0.2%

+48.2%Past year+38.2%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026