SMMV vs XLE

ASMMV

BXLE

Measures won2–4XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · SMMV $13,412

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 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 · $285MState Street Energy Select Sector SPDR ETF · $44.1B

+15.1%3 years · per year$15,234 · $15,905+16.7%

+6.0%5 years · per year$13,412 · $25,404+20.5%

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

1.57%12-mo yield$157 · $247 on $10k2.47%

−7.0%Worst dropSmaller wins−15.0%

9.8%VolatilityLower wins23.3%

2–4XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · XLE

0.3%APA0.8%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

End-of-day Nov 5, 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

$13,413

XLE

Energy Select Sector SPDR

$25,404

MeasureSMMVXLE

Fee0.20%0.08%

Cost on $10k a year$20$8

Yield1.57%2.47%

5 years, per year+6.0%+20.5%

3 years, per year+15.1%+16.7%

Worst drop · 1Y−7.0%−15.0%

Volatility · 1Y9.8%23.3%

4–2measures won
XLE first

0.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMMV, XLE

Today

0.3%most shared, SMMV and XLE

SMMVXLE

SMMV—0.3%

XLE0.3%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SMMV$157 − $20 = $137

KeptFee

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