XLF vs SMH

AXLF

BSMH

Measures won4–2XLF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XLE $25,404

Lowest cost0.08%XLF · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%XLF and SMH

XLF

SMH

State Street Financial Select Sector SPDR ETF · $53.8BVanEck Semiconductor ETF · $65.4B

+23.0%3 years · per year$18,620 · $32,662+48.4%

+9.2%5 years · per year$15,503 · $33,824+27.6%

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

1.44%12-mo yield$144 · $25 on $10k0.25%

−14.8%Worst dropSmaller wins−33.1%

15.3%VolatilityLower wins42.8%

4–2XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · SMH

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

Held in common0.0%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	XLE	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
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	XLE	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
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

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

XLF vs SMH

XLF

Financial Select Sector SPDR

$15,503

SMH

VanEck Semiconductor

$33,824

MeasureXLFSMH

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.44%0.25%

5 years, per year+9.2%+27.6%

3 years, per year+23.0%+48.4%

Worst drop · 1Y−14.8%−33.1%

Volatility · 1Y15.3%42.8%

4–2measures won
XLF first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

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: XLF, SMH, XLE

Today

0.0%most shared, XLF and SMH

XLFSMHXLE

XLF—0.0%0.0%

SMH0.0%—0.0%

XLE0.0%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

XLF$144 − $8 = $136

SMH$25 − $35 = −$10

KeptFee

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