XLE vs SOXX

AXLE

BSOXX

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · XLE $25,568

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common0.0%XLE and SOXX

XLE

SOXX

State Street Energy Select Sector SPDR ETF · $42.0BiShares Semiconductor ETF · $37.6B

+16.8%3 years · per year$15,939 · $27,604+40.3%

+20.7%5 years · per year$25,568 · $26,892+21.9%

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

2.47%12-mo yield$247 · $76 on $10k0.76%

−15.0%Worst dropSmaller wins−39.5%

23.3%VolatilityLower wins49.4%

4–2XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · SOXX

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	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

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 SOXX

XLE

Energy Select Sector SPDR

$25,569

SOXX

iShares Semiconductor

$26,892

MeasureXLESOXX

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield2.47%0.76%

5 years, per year+20.7%+21.9%

3 years, per year+16.8%+40.3%

Worst drop · 1Y−15.0%−39.5%

Volatility · 1Y23.3%49.4%

4–2measures won
XLE first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX 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, SOXX

Today

0.0%most shared, XLE and SOXX

XLESOXX

XLE—0.0%

SOXX0.0%—

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

SOXX$76 − $33 = $43

KeptFee

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