Compare · 3 funds side by side · dividends reinvested

PFXF, IUSB and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

PFXF, IUSB and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PFXF 2012 · IUSB 2014 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$9,927

PFXF

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,076

$10,000 one year ago, dividends reinvested

PFXFMeasureIUSB

−2.9%Year to dateJan 1 → Nov 6+0.1%

−0.7%1 yearTotal return+0.8%

+8.1%3 years · per year$10,000 became $12,617 · $11,774+5.6%

+1.3%5 years · per year$10,000 became $10,643 · $10,138+0.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

6.54%Trailing 12-mo yield$654 · $434 a year on $10k4.34%

−11.8%Worst dropSmaller is better−4.3%

11.4%VolatilityLower is calmer3.9%

PFXFIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IUSB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs IUSB: Top 5 Holdings

Today

PFXF

23.4%in top 5

IUSB

in top 5[…]

PFXFStockIUSB

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.1%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

PFXF vs IUSB Returns, Every Period

VanEckPFXF

+1.3%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

PFXFIUSBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs IUSB

YTD

VanEckPFXF

−2.9%

IUSBiShares

+0.1%

−2.9%Year to date+0.1%

−11.8%Worst drop · 1Y−4.3%

11.4%Volatility · 1Y3.9%

6.5%Yield4.3%

$2.1BAssets$50.4B

3–1IUSB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, IUSB, XLE

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

XLE0.08%$8

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, IUSB, XLE

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

IUSB4.34%$434

XLE2.47%$247

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

IUSB$434 − $6 = $428

XLE$247 − $8 = $239

KeptFee

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

Overlap: PFXF, IUSB, XLE

Today

0.0%most shared, PFXF and XLE

PFXFIUSBXLE

PFXF—[…]0.0%

IUSB[…]—[…]

XLE0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

IUSBWorst drop−4.3%3.9% vol

PFXFWorst drop−11.8%11.4% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.9%Year to date+40.6%

6.5%Yield2.5%

−0.7%Past year+45.0%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026