SMMV vs XLE

ASMMV

BXLE

Measures won2–4XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · SMMV $13,312

Lowest cost0.08%XLE · $8 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common0.3%SMMV and XLE

SMMV

XLE

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277MState Street Energy Select Sector SPDR ETF · $42.0B

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

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

0.20%Expense ratio$20 · $8 on $10k · lower wins0.08%

1.58%12-mo yield$158 · $247 on $10k2.47%

−7.0%Worst dropSmaller wins−15.0%

9.8%VolatilityLower wins23.3%

2–4XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMV · XLE

0.3%APA0.8%

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 Three

5Y3 funds

#
1	BXLE	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	ASMMV	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
3	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 Three

5Y3 funds

#
1	BXLE	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	ASMMV	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
3	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

SMMV vs XLE

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

XLE

Energy Select Sector SPDR

$25,569

MeasureSMMVXLE

Fee0.20%0.08%

Cost on $10k a year$20$8

Yield1.58%2.47%

5 years, per year+5.9%+20.7%

3 years, per year+14.5%+16.8%

Worst drop · 1Y−7.0%−15.0%

Volatility · 1Y9.8%23.3%

4–2measures won
XLE first

0.3%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NETL, SMMV, XLE

Today

3.2%most shared, NETL and SMMV

NETLSMMVXLE

NETL—3.2%0.0%

SMMV3.2%—0.3%

XLE0.0%0.3%—

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

KeptFee

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