Compare · 2 funds side by side · dividends reinvested

XLU and SMH

XLUSPDR×SMHVanEck×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$35,140SMH · best of the two

Story of the two · IncomeMost incomeXLU · 2.77% · $277 a year on $10k

Story of the two · RiskSmallest drop

XLU and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Utilities Select Sector SPDR ETFSectors · Utilities0.08%2.77%+4.8%+0.4%+16.1%+8.9%−16.1%15.7%$23.7B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$64.4B1.5

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

End-of-day Nov 12, 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 · $23.7B$15,281

XLU

SMH

VanEck Semiconductor ETF · $64.4B$35,140

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

XLUMeasureSMH

+4.8%

More Ways to See the Pairs

XLU vs SMH: Top 5 Holdings

Today

XLU

39.9%in top 5

SMH

in top 545.9%

XLUStockSMH

not top 5NVDA17.7%

13.0%NEEnot top 5

not top 5TSM10.0%

7.8%SOnot top 5

7.3%DUKnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: XLU, SMH

1Y

2.77%highest, XLU

FundTrailing yieldYield

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+39.3%

+0.4%1 yearTotal return+43.4%

+16.1%3 years · per year$10,000 became $15,641 · $33,705+49.9%

+8.9%5 years · per year$10,000 became $15,281 · $35,140+28.6%

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

2.77%Trailing 12-mo yield$277 · $22 a year on $10k0.22%

−16.1%Worst dropSmaller is better−33.1%

15.7%VolatilityLower is calmer43.2%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.6%CEGnot top 5

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

5.1%AEPnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XLU vs SMH Returns, Every Period

5Y

SPDRXLU

+8.9%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

XLUSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLU vs SMH

YTD

SPDRXLU

+4.8%

SMHVanEck

+39.3%

+4.8%Year to date+39.3%

−16.1%Worst drop · 1Y−33.1%

15.7%Volatility · 1Y43.2%

2.8%Yield0.2%

$23.7BAssets$64.4B

3–1XLU wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

XLU2.77%$277

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$269most kept, XLU

XLU$277 − $8 = $269

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+43.4%SMH, at 43.2% volatility

XLUWorst drop−16.1%15.7% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLUSMH

+4.8%Year to date+39.3%

2.8%Yield0.2%

+0.4%Past year+43.4%

0.08%Fee0.35%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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XLU and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two