XLU vs SMH

AXLU

BSMH

Measures won4–2XLU wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XLU $14,941

Lowest cost0.08%XLU · $8 on $10k

Most income2.80%XLU · $280 on $10k

Smallest drop−16.1%XLU · worst fall in 1Y

Held in common0.0%XLU and SMH

XLU

SMH

State Street Utilities Select Sector SPDR ETF · $24.0BVanEck Semiconductor ETF · $65.4B

+16.6%3 years · per year$15,867 · $32,662+48.4%

+8.4%5 years · per year$14,941 · $33,824+27.6%

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

2.80%12-mo yield$280 · $25 on $10k0.25%

−16.1%Worst dropSmaller wins−33.1%

15.7%VolatilityLower wins42.8%

4–2XLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLU · 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

Both

5Y2 funds

#			Trend
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	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.80%	−0.7%	+3.5%	+0.3%	+16.6%	+8.4%	−16.1%	$24.0B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.80%	−0.7%	+3.5%	+0.3%	+16.6%	+8.4%	−16.1%	$24.0B

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

XLU vs SMH

XLU

Utilities Select Sector SPDR

$14,941

SMH

VanEck Semiconductor

$33,824

MeasureXLUSMH

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.80%0.25%

5 years, per year+8.4%+27.6%

3 years, per year+16.6%+48.4%

Worst drop · 1Y−16.1%−33.1%

Volatility · 1Y15.7%42.8%

4–2measures won
XLU 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLU, SMH

Today

0.0%most shared, XLU and SMH

XLUSMH

XLU—0.0%

SMH0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$272most kept, XLU

XLU$280 − $8 = $272

SMH$25 − $35 = −$10

KeptFee

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