XLE vs SMMV

AXLE

BSMMV

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−6.4%VTV · 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 · $279M

+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 three, 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 Three

5Y3 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$279M

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	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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$279M

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: XLE, SMMV, VTV

Today

7.9%most shared, XLE and VTV

XLESMMVVTV

XLE—0.3%7.9%

SMMV0.3%—0.0%

VTV7.9%0.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VTV$187 − $3 = $184

SMMV$158 − $20 = $138

KeptFee

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