XLE vs SMMV

AXLE

BSMMV

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common0.3%XLE and SMMV

XLE

SMMV

State Street Energy Select Sector SPDR ETF · $44.1BiShares MSCI USA Small-Cap Min Vol Factor ETF · $285M

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

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

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

2.47%12-mo yield$247 · $157 on $10k1.57%

−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 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BSMMV	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

All Three

5Y3 funds

#
1	AXLE	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BSMMV	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

XLE vs SMMV

XLE

Energy Select Sector SPDR

$25,404

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

MeasureXLESMMV

Fee0.08%0.20%

Cost on $10k a year$8$20

Yield2.47%1.57%

5 years, per year+20.5%+6.0%

3 years, per year+16.7%+15.1%

Worst drop · 1Y−15.0%−7.0%

Volatility · 1Y23.3%9.8%

4–2measures won
XLE first

0.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: XLE, SMMV, VUG

Today

0.3%most shared, XLE and SMMV

XLESMMVVUG

XLE—0.3%0.2%

SMMV0.3%—0.0%

VUG0.2%0.0%—

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

VUG$43 − $3 = $40

KeptFee

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