Compare · 2 funds side by side · dividends reinvested

IVV and PFXF

IVViShares×PFXFVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

IVV and PFXF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.3

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: IVV 2000 · PFXF 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $872B$18,118

IVV

PFXF

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

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

IVVMeasurePFXF

+13.4%Year to dateJan 1 → Nov 4−0.8%

+13.5%1 yearTotal return+0.8%

+24.2%3 years · per year$10,000 became $19,178 · $13,212+9.7%

+12.6%5 years · per year$10,000 became $18,118 · $10,941+1.8%

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.09%Trailing 12-mo yield$109 · $640 a year on $10k6.40%

−8.9%Worst dropSmaller is better−11.1%

12.9%VolatilityLower is calmer11.1%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs PFXF: Top 5 Holdings

Today

IVV

27.3%in top 5

PFXF

in top 523.5%

IVVStockPFXF

7.7%NVDAnot top 5

not top 5STRC7.5%

7.4%AAPLnot top 5

5.9%MSFTnot top 5

not top 5SMCIP4.6%

not top 5GOOGN4.6%

not top 5GOOGM4.6%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5DUKU2.3%

Held in common0.0%

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

IVV vs PFXF Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

PFXFVanEck

+1.8%

5 years, per year

IVVPFXFFaded: behind in that period

4–0IVV wins

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

Core vs Sector: IVV vs PFXF

YTD

iSharesIVV

+13.4%

PFXFVanEck

−0.8%

+13.4%Year to date−0.8%

−8.9%Worst drop · 1Y−11.1%

12.9%Volatility · 1Y11.1%

1.1%Yield6.4%

$872BAssets$2.2B

2–2level

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

Cost, Income and Risk

Fees: IVV, PFXF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PFXF0.40%$40

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

Yields: IVV, PFXF

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

IVV1.09%$109

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

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

IVV$109 − $3 = $106

KeptFee

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

Overlap: IVV, PFXF

Today

0.0%most shared, IVV and PFXF

IVVPFXF

IVV—0.0%

PFXF0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

PFXFWorst drop−11.1%11.1% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PFXFIVV

−0.8%Year to date+13.4%

6.4%Yield1.1%

+0.8%Past year+13.5%

0.40%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026