XLE vs SMMV

AXLE

BSMMV

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.3%XLE and SMMV

XLE

SMMV

State Street Energy Select Sector SPDR ETF · $42.0BiShares MSCI USA Small-Cap Min Vol Factor ETF · $277M

+16.8%3 years · per year$15,939 · $15,003+14.5%

+20.7%5 years · per year$25,568 · $13,312+5.9%

0.08%Expense ratio$8 · $20 on $10k · lower wins0.20%

2.47%12-mo yield$247 · $158 on $10k1.58%

−15.0%Worst dropSmaller wins−7.0%

23.3%VolatilityLower wins9.8%

4–2XLE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLE · SMMV

0.8%APA0.3%

Held in common0.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
4	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
4	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs SMMV

XLE

Energy Select Sector SPDR

$25,569

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureXLESMMV

Fee0.08%0.20%

Cost on $10k a year$8$20

Yield2.47%1.58%

5 years, per year+20.7%+5.9%

3 years, per year+16.8%+14.5%

Worst drop · 1Y−15.0%−7.0%

Volatility · 1Y23.3%9.8%

4–2measures won
XLE first

0.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: NETL, SMMV, VUG, XLE

Today

3.2%most shared, NETL and SMMV

NETLSMMVVUGXLE

NETL—3.2%0.0%0.0%

SMMV3.2%—0.0%0.3%

VUG0.0%0.0%—0.2%

XLE0.0%0.3%0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

XLE$247 − $8 = $239

SMMV$158 − $20 = $138

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee