Compare · 2 funds side by side · dividends reinvested

PFXF and SGOV

PFXFVanEck×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,086SGOV · best of the two

02 / 04

PFXF and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFXF 2012 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$13,212

PFXF

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$11,419

$10,000 three years ago, dividends reinvested

PFXFMeasureSGOV

−0.8%Year to dateJan 1 → Nov 4+3.1%

+0.8%1 yearTotal return+3.7%

+9.7%3 years · per year$10,000 became $13,212 · $11,419+4.5%

+1.8%5 years · per year$10,000 became $10,941 · $12,086+3.9%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

6.40%Trailing 12-mo yield$640 · $363 a year on $10k3.63%

−11.1%Worst dropSmaller is better0.0%

11.1%VolatilityLower is calmer0.2%

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

2–6SGOV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs SGOV: Top 5 Holdings

Today

PFXF

23.5%in top 5

SGOV

in top 5[…]

PFXFStockSGOV

7.5%STRCnot top 5

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PFXF vs SGOV Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

SGOViShares

+3.9%

5 years, per year

PFXFSGOVFaded: behind in that period

1–3SGOV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs SGOV

YTD

VanEckPFXF

−0.8%

SGOViShares

+3.1%

−0.8%Year to date+3.1%

−11.1%Worst drop · 1Y+0.0%

11.1%Volatility · 1Y0.2%

6.4%Yield3.6%

$2.2BAssets$117B

3–1SGOV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

PFXF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFXF, SGOV

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFXF, SGOV

Today

[…]holdings […]

PFXFSGOV

PFXF—[…]

SGOV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

PFXFWorst drop−11.1%11.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSGOV

−0.8%Year to date+3.1%

6.4%Yield3.6%

+0.8%Past year+3.7%

0.40%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026