Compare · 2 funds side by side · dividends reinvested

PFXF and KBWB

PFXFVanEck×KBWBInvesco×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$24,427KBWB · 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%2.08%+8.3%+19.1%+34.7%+7.4%−16.4%20.6%$6.5B1.4

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B1.6

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

End-of-day Nov 9, 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 · $2.1B$10,726

PFXF

KBWB

Invesco KBW Bank ETF · $6.5B$14,313

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

PFXFMeasureKBWB

−2.0%Year to dateJan 1 → Nov 9+8.3%

+0.6%1 yearTotal return+19.1%

+7.7%3 years · per year$10,000 became $12,500 · $24,427+34.7%

+1.4%5 years · per year$10,000 became $10,726 · $14,313+7.4%

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

6.47%Trailing 12-mo yield$647 · $208 a year on $10k2.08%

−11.8%Worst dropSmaller is better−16.4%

11.4%VolatilityLower is calmer20.6%

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

3–5KBWB wins

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 KBWB: Top 5 Holdings

Today

PFXF

23.5%in top 5

KBWB

in top 538.2%

PFXFStockKBWB

not top 5WFC8.4%

not top 5JPM8.2%

7.6%STRCnot top 5

not top 5MS7.4%

not top 5GS7.3%

not top 5BAC6.9%

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs KBWB Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

KBWBInvesco

+7.4%

5 years, per year

PFXFKBWBFaded: behind in that period

0–4KBWB wins

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

PFXF vs KBWB

YTD

VanEckPFXF

−2.0%

KBWBInvesco

+8.3%

−2.0%Year to date+8.3%

−11.8%Worst drop · 1Y−16.4%

11.4%Volatility · 1Y20.6%

6.5%Yield2.1%

$2.1BAssets$6.5B

3–1PFXF wins

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

Yields: PFXF, KBWB

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

KBWB2.08%$208

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

KBWB$208 − $35 = $173

KeptFee

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

Return vs Bumpiness: 2 ETFs

+19.1%KBWB, at 20.6% volatility

PFXFWorst drop−11.8%11.4% vol

KBWBWorst drop−16.4%20.6% vol

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

Paid More vs Made More

YTD

PFXFKBWB

−2.0%Year to date+8.3%

6.5%Yield2.1%

+0.6%Past year+19.1%

0.40%Fee0.35%

3–1KBWB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026