Compare · 2 funds side by side · dividends reinvested

PFXF and IYF

PFXFVanEck×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,929IYF · best of the two

02 / 04

PFXF and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.4

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.48%−2.0%−0.1%+9.3%+1.5%−11.1%11.1%$2.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PFXF 2012 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$9,994

PFXF

IYF

iShares U.S. Financials ETF · $3.8B$10,960

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

PFXFMeasureIYF

−2.0%Year to dateJan 1 → Nov 3+3.8%

−0.1%1 yearTotal return+9.6%

+9.3%3 years · per year$10,000 became $13,054 · $19,552+25.0%

+1.5%5 years · per year$10,000 became $10,775 · $15,929+9.8%

0.40%Expense ratio$40 · $37 a year on $10k · lower is better0.37%

6.48%Trailing 12-mo yield$648 · $147 a year on $10k1.47%

−11.1%Worst dropSmaller is better−13.9%

11.1%VolatilityLower is calmer14.5%

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

3–5IYF wins

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

More Ways to See the Pairs

PFXF vs IYF: Top 5 Holdings

Today

PFXF

23.5%in top 5

IYF

in top 534.4%

PFXFStockIYF

not top 5BRK-B12.4%

not top 5JPM11.0%

7.5%STRCnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.5%SMCIPnot top 5

not top 5WFC3.7%

not top 5BAC3.7%

not top 5GS3.6%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

PFXF vs IYF Returns, Every Period

VanEckPFXF

+1.5%

5 years, per year

IYFiShares

+9.8%

5 years, per year

PFXFIYFFaded: behind in that period

0–4IYF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PFXF vs IYF

YTD

VanEckPFXF

−2.0%

IYFiShares

+3.8%

−2.0%Year to date+3.8%

−11.1%Worst drop · 1Y−13.9%

11.1%Volatility · 1Y14.5%

6.5%Yield1.5%

$2.2BAssets$3.8B

3–1PFXF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, IYF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

PFXF0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFXF, IYF

6.48%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.48%$648

IYF1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$608most kept, PFXF

PFXF$648 − $40 = $608

IYF$147 − $37 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFXF, IYF

Today

0.0%most shared, PFXF and IYF

PFXFIYF

PFXF—0.0%

IYF0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%IYF, at 14.5% volatility

PFXFWorst drop−11.1%11.1% vol

IYFWorst drop−13.9%14.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFIYF

−2.0%Year to date+3.8%

6.5%Yield1.5%

−0.1%Past year+9.6%

0.40%Fee0.37%

3–1IYF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026