XLE vs SMH

AXLE

BSMH

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · XLE $26,379

Lowest cost0.08%XLE · $8 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.0%XLE and SMH

XLE

SMH

State Street Energy Select Sector SPDR ETF · $44.1BVanEck Semiconductor ETF · $65.4B

+18.0%3 years · per year$16,447 · $37,049+54.7%

+21.4%5 years · per year$26,379 · $38,820+31.2%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.40%12-mo yield$240 · $22 on $10k0.22%

−15.0%Worst dropSmaller wins−24.6%

23.2%VolatilityLower wins41.2%

4–2XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs SMH

XLE

Energy Select Sector SPDR

$26,379

SMH

VanEck Semiconductor

$38,820

MeasureXLESMH

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.40%0.22%

5 years, per year+21.4%+31.2%

3 years, per year+18.0%+54.7%

Worst drop · 1Y−15.0%−24.6%

Volatility · 1Y23.2%41.2%

4–2measures won
XLE first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: XLE, SMH

Today

0.0%most shared, XLE and SMH

XLESMH

XLE—0.0%

SMH0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee