Compare · 3 funds side by side · dividends reinvested

XLF, IGV and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeXLF · 1.41% · $141 a year on $10k

Story of the three · RiskSmallest drop

XLF, IGV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.6

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−3.3%−8.5%+13.6%+3.1%−33.2%32.9%$12.9B2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: XLF 1998 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $53.6B$15,765

XLF

IGV

iShares Expanded Tech-Software Sector ETF · $12.9B$11,675

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

XLFMeasure

More Ways to See the Pairs

XLF vs IGV: Top 5 Holdings

Today

XLF

43.6%in top 5

IGV

in top 541.2%

XLFStockIGV

13.2%BRK-Bnot top 5

11.1%JPMnot top 5

not top 5MSFT9.3%

8.8%Vnot top 5

not top 5PLTR8.5%

Cost, Income and Risk

Fees: XLF, IGV, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

IGV0.38%$38

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XLF, IGV, SMH

1Y

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IGV

+8.4%Year to dateJan 1 → Nov 11−3.3%

+12.4%1 yearTotal return−8.5%

+22.2%3 years · per year$10,000 became $18,242 · $14,650+13.6%

+9.5%5 years · per year$10,000 became $15,765 · $11,675+3.1%

0.08%Expense ratio$8 · $38 a year on $10k · lower is better0.38%

1.41%Trailing 12-mo yield$141 · $2 a year on $10k0.02%

−14.8%Worst dropSmaller is better−33.2%

15.3%VolatilityLower is calmer32.9%

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

8–0XLF wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PANW8.3%

not top 5CRWD8.0%

not top 5ORCL7.1%

6.5%MAnot top 5

4.0%BACnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XLF vs IGV Returns, Every Period

5Y

SPDRXLF

+9.5%

5 years, per year

IGViShares

+3.1%

5 years, per year

XLFIGVFaded: behind in that period

4–0XLF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLF vs SMH

YTD

SPDRXLF

+8.4%

SMHVanEck

+40.8%

+8.4%Year to date+40.8%

−14.8%Worst drop · 1Y−33.1%

15.3%Volatility · 1Y43.2%

1.4%Yield0.2%

$53.6BAssets$63.5B

3–1XLF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.41%highest, XLF

FundTrailing yieldYield$10k

XLF1.41%$141

SMH0.22%$22

IGV0.02%$2

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$133most kept, XLF

XLF$141 − $8 = $133

SMH$22 − $35 = −$13

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XLF, IGV, SMH

Today

4.8%most shared, IGV and SMH

XLFIGVSMH

XLF—0.0%0.0%

IGV0.0%—4.8%

SMH0.0%4.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

XLFWorst drop−14.8%15.3% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XLFSMH

+8.4%Year to date+40.8%

1.4%Yield0.2%

+12.4%Past year+41.7%

0.08%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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XLF, IGV and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three