Compare XLU and SMH | ETF Tracker

XLU and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.78%+4.3%+0.6%+17.2%+8.7%−16.1%15.7%$24.0B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: XLU 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Utilities Select Sector SPDR ETF · $24.0B$14,941

XLU

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

XLUMeasureSMH

+4.3%Year to dateJan 1 → Nov 5+40.0%

+0.6%1 yearTotal return+38.2%

+17.2%3 years · per year$10,000 became $16,116 · $37,049+54.7%

+8.7%5 years · per year$10,000 became $15,148 · $38,820+31.2%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.78%Trailing 12-mo yield$278 · $22 a year on $10k0.22%

−16.1%Worst dropSmaller is better−24.6%

15.7%VolatilityLower is calmer41.2%

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

4–4Level

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

More Ways to See the Pairs

XLU vs SMH: Top 5 Holdings

Today

XLU

39.7%in top 5

SMH

in top 547.4%

XLUStockSMH

not top 5NVDA20.5%

13.5%NEEnot top 5

not top 5TSM9.7%

7.8%SOnot top 5

7.4%DUKnot top 5

not top 5TXN6.1%

5.9%CEGnot top 5

not top 5AVGO5.8%

not top 5AMD5.4%

5.1%AEPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XLU vs SMH Returns, Every Period

5Y

SPDRXLU

+8.7%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

XLUSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLU vs SMH

YTD

SPDRXLU

+4.3%

SMHVanEck

+40.0%

+4.3%Year to date+40.0%

−16.1%Worst drop · 1Y−24.6%

15.7%Volatility · 1Y41.2%

2.8%Yield0.2%

$24.0BAssets$65.4B

3–1XLU wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLU, SMH

Today

0.08%lowest, XLU

FundExpense ratioFee$10k

XLU0.08%$8

SMH0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLU, SMH

1Y

2.78%highest, XLU

FundTrailing yieldYield$10k

XLU2.78%$278

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$270most kept, XLU

XLU$278 − $8 = $270

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLU, SMH

Today

0.0%most shared, XLU and SMH

XLUSMH

XLU—0.0%

SMH0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.2%SMH, at 41.2% volatility

XLUWorst drop−16.1%15.7% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLUSMH

+4.3%Year to date+40.0%

2.8%Yield0.2%

+0.6%Past year+38.2%

0.08%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026