Compare · 2 funds side by side · dividends reinvested

XLK and SMH

XLKSPDR×SMHVanEck×
$5k$10k$15k$20k$25k$30k$35k$40k$45k$50kLow $6,569 · 2022SMH$36,298XLK$21,984Nov 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$36,298SMH · best of the two
02 / 04

XLK and SMH, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B1.5
VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5
Rank among the two1st → 2ndFee, 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: XLK 1998 · SMH 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
State Street Technology Select Sector SPDR ETF · $110B$21,984
XLK
SMH
VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

XLKMeasureSMH
+19.1%Year to dateJan 1 → Nov 9+35.3%
+18.8%1 yearTotal return+39.3%
+27.0%3 years · per year$10,000 became $20,484 · $33,815+50.1%
+17.1%5 years · per year$10,000 became $21,984 · $36,298+29.4%
0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%
0.49%Trailing 12-mo yield$49 · $23 a year on $10k0.23%
−19.6%Worst dropSmaller is better−33.1%
28.6%VolatilityLower is calmer43.1%
XLKSMH Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

XLK vs SMH: Top 5 Holdings

Today
XLK
53.5%in top 5
SMH
in top 547.7%
XLKStockSMH
14.9%NVDA20.7%
16.5%AAPLnot top 5
13.0%MSFTnot top 5
not top 5TSM10.0%
not top 5TXN5.9%
4.6%AVGO5.7%
4.4%AMD5.4%
Held in common41.4%
End-of-day Nov 9, 2026 · share of each fund
@TheETFTracker·theetftracker.com

XLK vs SMH Returns, Every Period

5Y
SPDRXLK
+17.1%
5 years, per year
SMHVanEck
+29.4%
5 years, per year
0%+20%+40%+60%+19.1%+35.3%YTD+18.8%+39.3%1 year+27.0%+50.1%3 yrs · yr+17.1%+29.4%5 yrs · yr
XLKSMHFaded: behind in that period
0–4SMH wins
End-of-day Nov 9, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Sector vs Thematic: XLK vs SMH

YTD
SPDRXLK
+19.1%
SMHVanEck
+35.3%
Jan 1Nov 9+19.1%+35.3%
+19.1%Year to date+35.3%
−19.6%Worst drop · 1Y−33.1%
28.6%Volatility · 1Y43.1%
0.5%Yield0.2%
$110BAssets$60.7B
3–1XLK wins
End-of-day Nov 9, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: XLK, SMH

Today
0.08%lowest, XLK
FundExpense ratioFee$10k
XLK0.08%$8
SMH0.35%$35
End-of-day Nov 9, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: XLK, SMH

1Y
0.49%highest, XLK
FundTrailing yieldYield$10k
XLK0.49%$49
SMH0.23%$23
End-of-day Nov 9, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$41most kept, XLK
XLK$49 − $8 = $41
SMH$23 − $35 = −$12
KeptFee
End-of-day Nov 9, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: XLK, SMH

Today
41.4%most shared, XLK and SMH
XLKSMH
XLK—41.4%
SMH41.4%—
End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+39.3%SMH, at 43.1% volatility
0%+10%+20%+30%+40%+50%20%30%40%50%Volatility · 1 year → bumpierSMH +39.3%XLK +18.8%
XLKWorst drop−19.6%28.6% vol
SMHWorst drop−33.1%43.1% vol
End-of-day Nov 9, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
XLKSMH
Jan 1Nov 9+19.1%+35.3%
+19.1%Year to date+35.3%
0.5%Yield0.2%
+18.8%Past year+39.3%
0.08%Fee0.35%
2–2level
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SOXX vs SMH

YTD
iSharesSOXX
+46.5%
SMHVanEck
+35.3%
Jan 1Nov 9+46.5%+35.3%
+46.5%Year to date+35.3%
0.33% · $33Fee · on $10k a year0.35% · $35
$39.1BAssets$60.7B
2–0SOXX wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

XLK vs VGT

YTD
SPDRXLK
+19.1%
VGTVanguard
+19.3%
Jan 1Nov 9+19.1%+19.3%
+19.1%Year to date+19.3%
0.08% · $8Fee · on $10k a year0.09% · $9
$110BAssets$155B
1–1level
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+33.2%
VIGVanguard
+14.8%
Jan 1Nov 9+33.2%+14.8%
+33.2%Year to date+14.8%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com