Compare · 3 funds side by side · dividends reinvested

PFXF, XLV and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,284XLV · best of the three

02 / 04

PFXF, XLV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−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 9, 2026 · returns include dividends · since: PFXF 2012 · XLV 1998 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

VanEck Preferred Securities ex Financials ETF · $2.1B$9,805

PFXF

BND

Vanguard Total Bond Market ETF · $161B$10,003

$10,000 since Jan 1, dividends reinvested

PFXFMeasureBND

−2.0%Year to dateJan 1 → Nov 9+0.0%

+0.6%1 yearTotal return+0.3%

+7.7%3 years · per year$10,000 became $12,500 · $11,576+5.0%

+1.4%5 years · per year$10,000 became $10,726 · $9,985−0.0%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

6.47%Trailing 12-mo yield$647 · $412 a year on $10k4.12%

−11.8%Worst dropSmaller is better−4.5%

11.4%VolatilityLower is calmer4.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs BND: Top 5 Holdings

Today

PFXF

23.5%in top 5

BND

in top 5[…]

PFXFStockBND

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

PFXF vs BND Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

PFXFBNDFaded: behind in that period

3–1PFXF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs BND

YTD

VanEckPFXF

−2.0%

BNDVanguard

+0.0%

−2.0%Year to date+0.0%

−11.8%Worst drop · 1Y−4.5%

11.4%Volatility · 1Y4.0%

6.5%Yield4.1%

$2.1BAssets$161B

3–1BND wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, XLV, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

XLV0.08%$8

PFXF0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PFXF, XLV, BND

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

BND4.12%$412

XLV1.35%$135

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

BND$412 − $3 = $409

XLV$135 − $8 = $127

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLV, BND

Today

0.0%most shared, PFXF and XLV

PFXFXLVBND

PFXF—0.0%[…]

XLV0.0%—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.2%XLV, at 16.9% volatility

BNDWorst drop−4.5%4.0% vol

PFXFWorst drop−11.8%11.4% vol

XLVWorst drop−10.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLV

−2.0%Year to date+23.2%

6.5%Yield1.4%

+0.6%Past year+31.2%

0.40%Fee0.08%

3–1XLV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026