Compare · 3 funds side by side · dividends reinvested

PFXF, SCHD and XLE

02 / 04

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,374SCHD · best of the three

Story of the three · IncomeMost incomePFXF · 6.58% · $658 a year on $10k

Story of the three · RiskSmallest drop

PFXF, SCHD and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.58%−3.6%−2.2%+6.9%+1.0%−12.1%11.5%$2.1B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: PFXF 2012 · SCHD 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,524

PFXF

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

More Ways to See the Pairs

PFXF vs SCHD: Top 5 Holdings

Today

PFXF

23.7%in top 5

SCHD

in top 521.8%

PFXFStockSCHD

7.5%STRCnot top 5

not top 5TXN4.8%

4.7%GOOGMnot top 5

4.7%GOOGNnot top 5

4.5%SMCIPnot top 5

Cost, Income and Risk

Fees: PFXF, SCHD, XLE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

PFXF0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PFXF, SCHD, XLE

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

PFXF

Measure

SCHD

−3.6%Year to dateJan 1 → Nov 13+34.9%

−2.2%1 yearTotal return+37.5%

+6.9%3 years · per year$10,000 became $12,215 · $17,374+20.2%

+1.0%5 years · per year$10,000 became $10,524 · $16,418+10.4%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

6.58%Trailing 12-mo yield$658 · $292 a year on $10k2.92%

−12.1%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

PFXF vs SCHD Returns, Every Period

5Y

VanEckPFXF

+1.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PFXFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs SCHD

YTD

VanEckPFXF

−3.6%

SCHDSchwab

+34.9%

−3.6%Year to date+34.9%

−12.1%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

6.6%Yield2.9%

$2.1BAssets$124B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

6.58%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.58%$658

SCHD2.92%$292

XLE2.35%$235

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$618most kept, PFXF

PFXF$658 − $40 = $618

SCHD$292 − $6 = $286

XLE$235 − $8 = $227

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PFXF, SCHD, XLE

Today

14.5%most shared, SCHD and XLE

PFXFSCHDXLE

PFXF—0.0%0.0%

SCHD0.0%—14.5%

XLE0.0%14.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

PFXFWorst drop−12.1%11.5% vol

SCHDWorst drop−6.9%11.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−3.6%Year to date+48.2%

6.6%Yield2.3%

−2.2%Past year+48.0%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 13, 2026

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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PFXF, SCHD and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three