Compare · 3 funds side by side · dividends reinvested

XLE, SMMV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

XLE, SMMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.6

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$281M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLE 1998 · SMMV 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,257

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

XLEMeasureSMMV

+41.3%Year to dateJan 1 → Nov 9+10.3%

+44.3%1 yearTotal return+14.4%

+15.9%3 years · per year$10,000 became $15,555 · $15,054+14.6%

+20.4%5 years · per year$10,000 became $25,271 · $13,257+5.8%

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

2.46%Trailing 12-mo yield$246 · $156 a year on $10k1.56%

−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 9, 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

59.6%in top 5

SMMV

in top 56.9%

XLEStockSMMV

24.5%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.4%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 common0.4%

End-of-day Nov 9, 2026 · share of each fund

XLE vs SMMV Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

SMMViShares

+5.8%

5 years, per year

XLESMMVFaded: behind in that period

4–0XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XLE vs SMMV

YTD

SPDRXLE

+41.3%

SMMViShares

+10.3%

+41.3%Year to date+10.3%

−15.0%Worst drop · 1Y−7.0%

23.3%Volatility · 1Y9.8%

2.5%Yield1.6%

$40.5BAssets$281M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, SMMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLE0.08%$8

SMMV0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLE, SMMV, VUG

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

SMMV1.56%$156

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

SMMV$156 − $20 = $136

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLE, SMMV, VUG

Today

0.4%most shared, XLE and SMMV

XLESMMVVUG

XLE—0.4%0.2%

SMMV0.4%—0.0%

VUG0.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

SMMVWorst drop−7.0%9.8% vol

VUGWorst drop−15.1%19.1% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMMV

+41.3%Year to date+10.3%

2.5%Yield1.6%

+44.3%Past year+14.4%

0.08%Fee0.20%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026