XLE vs SMMV

AXLE

BSMMV

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · SMMV $13,257

Lowest cost0.08%XLE · $8 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common0.4%XLE and SMMV

XLE

SMMV

State Street Energy Select Sector SPDR ETF · $40.5BiShares MSCI USA Small-Cap Min Vol Factor ETF · $281M

+15.9%3 years · per year$15,555 · $15,054+14.6%

+20.4%5 years · per year$25,271 · $13,257+5.8%

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

2.46%12-mo yield$246 · $156 on $10k1.56%

−15.0%Worst dropSmaller wins−7.0%

23.3%VolatilityLower wins9.8%

4–2XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · SMMV

0.8%APA0.4%

Held in common0.4%

End-of-day Nov 9, 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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 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

$25,271

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

MeasureXLESMMV

Fee0.08%0.20%

Cost on $10k a year$8$20

Yield2.46%1.56%

5 years, per year+20.4%+5.8%

3 years, per year+15.9%+14.6%

Worst drop · 1Y−15.0%−7.0%

Volatility · 1Y23.3%9.8%

4–2measures won
XLE first

0.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SMMV, NETL, XLE

Today

3.1%most shared, SMMV and NETL

SMMVNETLXLE

SMMV—3.1%0.4%

NETL3.1%—0.0%

XLE0.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

XLE$246 − $8 = $238

SMMV$156 − $20 = $136

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee