Compare · 4 funds side by side · dividends reinvested

PFXF, SGOV, XLE and BND

PFXFVanEck×SGOViShares×XLESPDR×BNDVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$15,905XLE · best of the four

02 / 04

PFXF, SGOV, XLE and BND, 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%$117B2.3

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.5

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.1B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PFXF 2012 · SGOV 2020 · XLE 1998 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,632

PFXF

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

PFXFMeasureBND

−3.3%Year to dateJan 1 → Nov 5+0.1%

−0.6%1 yearTotal return+0.4%

+8.5%3 years · per year$10,000 became $12,770 · $11,761+5.6%

+1.2%5 years · per year$10,000 became $10,632 · $9,983−0.0%

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

6.56%Trailing 12-mo yield$656 · $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

3–5BND wins

End-of-day Nov 5, 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

23.3%in top 5

BND

in top 5[…]

PFXFStockBND

7.5%STRCnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

PFXF vs BND Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

PFXFBNDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs BND

YTD

VanEckPFXF

−3.3%

BNDVanguard

+0.1%

−3.3%Year to date+0.1%

−11.8%Worst drop · 1Y−4.5%

11.4%Volatility · 1Y4.0%

6.6%Yield4.1%

$2.1BAssets$161B

3–1BND wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, SGOV, XLE, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

XLE0.08%$8

SGOV0.09%$9

PFXF0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFXF, SGOV, XLE, BND

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

BND4.12%$412

SGOV3.63%$363

XLE2.47%$247

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

BND$412 − $3 = $409

SGOV$363 − $9 = $354

XLE$247 − $8 = $239

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFXF, SGOV, XLE, BND

Today

0.0%most shared, PFXF and XLE

PFXFSGOVXLEBND

PFXF—[…]0.0%[…]

SGOV[…]—[…][…]

XLE0.0%[…]—[…]

BND[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

SGOVWorst drop0.0%0.2% vol

BNDWorst drop−4.5%4.0% vol

PFXFWorst drop−11.8%11.4% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−3.3%Year to date+40.6%

6.6%Yield2.5%

−0.6%Past year+45.4%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026