Compare · 2 funds side by side · dividends reinvested

IYF and PFXF

IYFiShares×PFXFVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,248IYF · best of the two

02 / 04

IYF and PFXF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.45%+5.3%+11.1%+23.3%+10.2%−13.9%15.2%$3.8B1.4

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: IYF 2000 · PFXF 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$16,248

IYF

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,726

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

IYFMeasurePFXF

+5.3%Year to dateJan 1 → Nov 9−2.0%

+11.1%1 yearTotal return+0.6%

+23.3%3 years · per year$10,000 became $18,751 · $12,500+7.7%

+10.2%5 years · per year$10,000 became $16,249 · $10,726+1.4%

0.37%Expense ratio$37 · $40 a year on $10k · lower is better0.40%

1.45%Trailing 12-mo yield$145 · $647 a year on $10k6.47%

−13.9%Worst dropSmaller is better−11.8%

15.2%VolatilityLower is calmer11.4%

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

5–3IYF wins

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

More Ways to See the Pairs

IYF vs PFXF: Top 5 Holdings

Today

IYF

34.6%in top 5

PFXF

in top 523.5%

IYFStockPFXF

12.9%BRK-Bnot top 5

10.9%JPMnot top 5

not top 5STRC7.6%

not top 5GOOGN4.7%

not top 5GOOGM4.7%

not top 5SMCIP4.3%

3.7%WFCnot top 5

3.6%BACnot top 5

3.4%GSnot top 5

not top 5DUKU2.3%

Held in common0.0%

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

IYF vs PFXF Returns, Every Period

iSharesIYF

+10.2%

5 years, per year

PFXFVanEck

+1.4%

5 years, per year

IYFPFXFFaded: behind in that period

4–0IYF wins

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

IYF vs PFXF

YTD

iSharesIYF

+5.3%

PFXFVanEck

−2.0%

+5.3%Year to date−2.0%

−13.9%Worst drop · 1Y−11.8%

15.2%Volatility · 1Y11.4%

1.4%Yield6.5%

$3.8BAssets$2.1B

3–1PFXF wins

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

Cost, Income and Risk

Fees: IYF, PFXF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

PFXF0.40%$40

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

Yields: IYF, PFXF

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

IYF1.45%$145

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

IYF$145 − $37 = $108

KeptFee

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

Overlap: IYF, PFXF

Today

0.0%most shared, IYF and PFXF

IYFPFXF

IYF—0.0%

PFXF0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.1%IYF, at 15.2% volatility

PFXFWorst drop−11.8%11.4% vol

IYFWorst drop−13.9%15.2% vol

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

Paid More vs Made More

YTD

PFXFIYF

−2.0%Year to date+5.3%

6.5%Yield1.4%

+0.6%Past year+11.1%

0.40%Fee0.37%

3–1IYF 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