Compare · 3 funds side by side · dividends reinvested

XLE, SMMV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,671XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.37% · $237 a year on $10k

Story of the three · RiskSmallest drop

XLE, SMMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$40.9B1.6

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.2%+11.9%+14.3%+5.6%−7.0%9.8%$282M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLE 1998 · SMMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.9B$26,671

XLE

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,128

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

XLE

More Ways to See the Pairs

XLE vs SMMV: Top 5 Holdings

Today

XLE

58.9%in top 5

SMMV

in top 56.9%

XLEStockSMMV

24.1%XOMnot top 5

18.5%CVXnot top 5

7.2%COPnot top 5

4.6%MPCnot top 5

4.5%PSXnot top 5

Cost, Income and Risk

Fees: XLE, SMMV, IWF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IWF0.18%$18

SMMV0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XLE, SMMV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

SMMV

+46.7%Year to dateJan 1 → Nov 12+10.2%

+44.6%1 yearTotal return+11.9%

+19.1%3 years · per year$10,000 became $16,880 · $14,918+14.3%

+21.7%5 years · per year$10,000 became $26,671 · $13,128+5.6%

0.08%Expense ratio$8 · $20 a year on $10k · lower is better0.20%

2.37%Trailing 12-mo yield$237 · $156 a year on $10k1.56%

−15.0%Worst dropSmaller is better−7.0%

23.4%VolatilityLower is calmer9.8%

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

6–2XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.2%

Held in common0.4%

End-of-day Nov 12, 2026 · share of each fund

XLE vs SMMV Returns, Every Period

5Y

SPDRXLE

+21.7%

5 years, per year

SMMViShares

+5.6%

5 years, per year

XLESMMVFaded: behind in that period

4–0XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XLE vs SMMV

YTD

SPDRXLE

+46.7%

SMMViShares

+10.2%

+46.7%Year to date+10.2%

−15.0%Worst drop · 1Y−7.0%

23.4%Volatility · 1Y9.8%

2.4%Yield1.6%

$40.9BAssets$282M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.37%highest, XLE

FundTrailing yieldYield$10k

XLE2.37%$237

SMMV1.56%$156

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$229most kept, XLE

XLE$237 − $8 = $229

SMMV$156 − $20 = $136

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLE, SMMV, IWF

Today

0.6%most shared, SMMV and IWF

XLESMMVIWF

XLE—0.4%0.5%

SMMV0.4%—0.6%

IWF0.5%0.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.6%XLE, at 23.4% volatility

SMMVWorst drop−7.0%9.8% vol

IWFWorst drop−14.6%19.6% vol

XLEWorst drop−15.0%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMMV

+46.7%Year to date+10.2%

2.4%Yield1.6%

+44.6%Past year+11.9%

0.08%Fee0.20%

4–0XLE wins

End-of-day Nov 12, 2026

+46.7%Year to date+44.8%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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XLE, SMMV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three