Compare · 3 funds side by side · dividends reinvested

XLE, SMMV and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

XLE, SMMV and VGT, 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

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.3

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$279M2.4

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 · SMMV 2016 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $279M$13,312

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

XLEMeasureSMMV

+40.6%Year to dateJan 1 → Nov 6+8.8%

+45.0%1 yearTotal return+11.9%

+16.8%3 years · per year$10,000 became $15,939 · $15,003+14.5%

+20.7%5 years · per year$10,000 became $25,568 · $13,312+5.9%

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

2.47%Trailing 12-mo yield$247 · $158 a year on $10k1.58%

−15.0%Worst dropSmaller is better−7.0%

23.3%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs SMMV: Top 5 Holdings

Today

XLE

59.5%in top 5

SMMV

in top 56.9%

XLEStockSMMV

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common0.3%

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

XLE vs SMMV Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

SMMViShares

+5.9%

5 years, per year

XLESMMVFaded: behind in that period

4–0XLE wins

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

Sector vs Stocks: XLE vs SMMV

YTD

SPDRXLE

+40.6%

SMMViShares

+8.8%

+40.6%Year to date+8.8%

−15.0%Worst drop · 1Y−7.0%

23.3%Volatility · 1Y9.8%

2.5%Yield1.6%

$42.0BAssets$279M

2–2level

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

Cost, Income and Risk

Fees: XLE, SMMV, VGT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

SMMV0.20%$20

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

Yields: XLE, SMMV, VGT

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

SMMV1.58%$158

VGT0.44%$44

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SMMV$158 − $20 = $138

VGT$44 − $9 = $35

KeptFee

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

Overlap: XLE, SMMV, VGT

Today

2.3%most shared, SMMV and VGT

XLESMMVVGT

XLE—0.3%0.0%

SMMV0.3%—2.3%

VGT0.0%2.3%—

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

SMMVWorst drop−7.0%9.8% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

XLEVGT

+40.6%Year to date+15.6%

2.5%Yield0.4%

+45.0%Past year+12.1%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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