Compare · 3 funds side by side · dividends reinvested

XLF, SOXX 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, SOXX 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%$53.6B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+55.1%+54.9%+44.2%+24.1%−39.5%50.1%$41.4B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B2.0

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 · SOXX 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

SOXX

iShares Semiconductor ETF · $41.4B$29,410

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

XLFMeasure

More Ways to See the Pairs

XLF vs SOXX: Top 5 Holdings

Today

XLF

43.6%in top 5

SOXX

in top 538.5%

XLFStockSOXX

13.2%BRK-Bnot top 5

11.1%JPMnot top 5

not top 5AMD10.1%

8.8%Vnot top 5

not top 5AVGO8.3%

Cost, Income and Risk

Fees: XLF, SOXX, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SOXX0.33%$33

SMH0.35%$35

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

Yields: XLF, SOXX, SMH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SOXX

+8.4%Year to dateJan 1 → Nov 11+55.1%

+12.4%1 yearTotal return+54.9%

+22.2%3 years · per year$10,000 became $18,242 · $29,988+44.2%

+9.5%5 years · per year$10,000 became $15,765 · $29,410+24.1%

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.41%Trailing 12-mo yield$141 · $27 a year on $10k0.27%

−14.8%Worst dropSmaller is better−39.5%

15.3%VolatilityLower is calmer50.1%

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

4–4Level

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

not top 5NVDA7.1%

not top 5MU7.0%

6.5%MAnot top 5

not top 5INTC6.0%

4.0%BACnot top 5

Held in common0.0%

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

XLF vs SOXX Returns, Every Period

5Y

SPDRXLF

+9.5%

5 years, per year

SOXXiShares

+24.1%

5 years, per year

XLFSOXXFaded: behind in that period

0–4SOXX wins

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

Sector vs Thematic: XLF vs SOXX

YTD

SPDRXLF

+8.4%

SOXXiShares

+55.1%

+8.4%Year to date+55.1%

−14.8%Worst drop · 1Y−39.5%

15.3%Volatility · 1Y50.1%

1.4%Yield0.3%

$53.6BAssets$41.4B

3–1XLF wins

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

1Y

1.41%highest, XLF

FundTrailing yieldYield$10k

XLF1.41%$141

SOXX0.27%$27

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$133most kept, XLF

XLF$141 − $8 = $133

SOXX$27 − $33 = −$6

SMH$22 − $35 = −$13

KeptFee

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

Overlap: XLF, SOXX, SMH

Today

70.4%most shared, SOXX and SMH

XLFSOXXSMH

XLF—0.0%0.0%

SOXX0.0%—70.4%

SMH0.0%70.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+54.9%SOXX, at 50.1% volatility

XLFWorst drop−14.8%15.3% vol

SMHWorst drop−33.1%43.2% vol

SOXXWorst drop−39.5%50.1% vol

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

Paid More vs Made More

YTD

XLFSOXX

+8.4%Year to date+55.1%

1.4%Yield0.3%

+12.4%Past year+54.9%

0.08%Fee0.33%

2–2level

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

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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XLF, SOXX and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three