Compare · 4 funds side by side · dividends reinvested

XLF, IPAV, XLE and SMH

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

Story of the four · IncomeMost incomeXLE · 2.40% · $240 a year on $10k

Story of the four · RiskSmallest drop

XLF, IPAV, XLE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.7B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B2.6

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.8%+8.1%[…][…]−17.2%19.6%$6M3.2

Rank among the four1st → 4thFee, 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 · IPAV 2024 · XLE 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

More Ways to See the Pairs

IPAV vs SMH: Top 5 Holdings

Today

IPAV

17.6%in top 5

SMH

in top 546.3%

IPAVStockSMH

not top 5NVDA18.0%

not top 5TSM10.1%

not top 5AVGO6.2%

not top 5TXN6.1%

not top 5AMD5.9%

Cost, Income and Risk

Fees: XLF, IPAV, XLE, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

SMH0.35%$35

IPAV0.55%$55

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

Popular Pairs Near These Four

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

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SMH

VanEck Semiconductor ETF · $63.5B$36,977

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

IPAVMeasureSMH

+3.8%Year to dateJan 1 → Nov 11+40.8%

+8.1%1 yearTotal return+41.7%

[…]3 years · per year$10,000 became […] · $34,270+50.8%

[…]5 years · per year$10,000 became […] · $36,977+29.9%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

1.57%Trailing 12-mo yield$157 · $22 a year on $10k0.22%

−17.2%Worst dropSmaller is better−33.1%

19.6%VolatilityLower is calmer43.2%

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

3–3Level

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

3.7%CNR.TOnot top 5

3.6%CP.TOnot top 5

3.6%LT.NSnot top 5

3.4%HEI.DEnot top 5

3.3%MT.ASnot top 5

Held in common0.0%

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

IPAV vs SMH Returns, Every Period

1Y

Global XIPAV

+8.1%

past year

SMHVanEck

+41.7%

past year

IPAVSMHFaded: behind in that period

0–2SMH wins

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

Thematic vs Sector: IPAV vs XLE

YTD

Global XIPAV

+3.8%

XLESPDR

+44.5%

+3.8%Year to date+44.5%

−17.2%Worst drop · 1Y−15.0%

19.6%Volatility · 1Y23.3%

1.6%Yield2.4%

$6.0MAssets$40.7B

3–1XLE wins

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

Yields: XLF, IPAV, XLE, SMH

1Y

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

IPAV1.57%$157

XLF1.41%$141

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

XLF$141 − $8 = $133

IPAV$157 − $55 = $102

SMH$22 − $35 = −$13

KeptFee

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

Overlap: XLF, IPAV, XLE, SMH

Today

0.0%most shared, XLF and IPAV

XLFIPAVXLESMH

XLF—0.0%0.0%0.0%

IPAV0.0%—0.0%0.0%

XLE0.0%0.0%—0.0%

SMH0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+44.3%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

IPAVWorst drop−17.2%19.6% vol

XLEWorst drop−15.0%23.3% 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

XLESMH

+44.5%Year to date+40.8%

2.4%Yield0.2%

+44.3%Past year+41.7%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 11, 2026

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.7BAssets$10.4B

2–0XLE wins

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

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XLF, IPAV, XLE and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four