Compare · 2 funds side by side · dividends reinvested

PFXF and KBWB

PFXFVanEck×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,091KBWB · best of the two

02 / 04

PFXF and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.4

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 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$13,054

PFXF

KBWB

Invesco KBW Bank ETF · $6.8B$26,186

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

PFXFMeasureKBWB

−2.0%Year to dateJan 1 → Nov 3+7.5%

−0.1%1 yearTotal return+18.3%

+9.3%3 years · per year$10,000 became $13,054 · $26,186+37.8%

+1.5%5 years · per year$10,000 became $10,775 · $14,091+7.1%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

6.48%Trailing 12-mo yield$648 · $210 a year on $10k2.10%

−11.1%Worst dropSmaller is better−16.4%

11.1%VolatilityLower is calmer20.0%

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

3–5KBWB 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 KBWB: Top 5 Holdings

Today

PFXF

23.5%in top 5

KBWB

in top 538.2%

PFXFStockKBWB

not top 5WFC8.4%

not top 5JPM8.1%

7.5%STRCnot top 5

not top 5GS7.4%

not top 5MS7.4%

not top 5BAC6.8%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.5%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs KBWB Returns, Every Period

VanEckPFXF

+1.5%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

PFXFKBWBFaded: behind in that period

0–4KBWB wins

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

PFXF vs KBWB

YTD

VanEckPFXF

−2.0%

KBWBInvesco

+7.5%

−2.0%Year to date+7.5%

−11.1%Worst drop · 1Y−16.4%

11.1%Volatility · 1Y20.0%

6.5%Yield2.1%

$2.2BAssets$6.8B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

PFXF0.40%$40

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

Yields: PFXF, KBWB

6.48%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.48%$648

KBWB2.10%$210

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

Income After Fees on $10,000

$608most kept, PFXF

PFXF$648 − $40 = $608

KBWB$210 − $35 = $175

KeptFee

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

Overlap: PFXF, KBWB

Today

0.0%most shared, PFXF and KBWB

PFXFKBWB

PFXF—0.0%

KBWB0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.3%KBWB, at 20.0% volatility

PFXFWorst drop−11.1%11.1% vol

KBWBWorst drop−16.4%20.0% vol

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

Paid More vs Made More

YTD

PFXFKBWB

−2.0%Year to date+7.5%

6.5%Yield2.1%

−0.1%Past year+18.3%

0.40%Fee0.35%

3–1KBWB 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