Compare · 3 funds side by side · dividends reinvested

PFXF, GTO and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,861XLF · best of the three

Story of the three · IncomeMost incomePFXF · 6.54% · $654 a year on $10k

Story of the three · RiskSmallest drop

PFXF, GTO and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B1.8

Invesco Total Return Bond ETFBonds & Cash · Core aggregate0.35%4.98%−1.4%−1.2%+4.9%−0.5%−4.5%3.7%$2.6B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−3.0%−1.4%+7.2%+1.2%−11.8%11.5%$2.1B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: PFXF 2012 · GTO 2016 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Total Return Bond ETF · $2.6B$9,770

GTO

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,623

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

GTOMeasure

More Ways to See the Pairs

GTO vs PFXF: Top 5 Holdings

Today

GTO

4.2%in top 5

PFXF

in top 523.7%

GTOStockPFXF

not top 5STRC7.5%

not top 5GOOGM4.7%

not top 5GOOGN4.7%

not top 5SMCIP4.5%

3.0%AGPXXnot top 5

Cost, Income and Risk

Fees: PFXF, GTO, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

GTO0.35%$35

PFXF0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: PFXF, GTO, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

PFXF

−1.4%Year to dateJan 1 → Nov 12−3.0%

−1.2%1 yearTotal return−1.4%

+4.9%3 years · per year$10,000 became $11,544 · $12,316+7.2%

−0.5%5 years · per year$10,000 became $9,770 · $10,623+1.2%

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

4.98%Trailing 12-mo yield$498 · $654 a year on $10k6.54%

−4.5%Worst dropSmaller is better−11.8%

3.7%VolatilityLower is calmer11.5%

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

5–3GTO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DUKU2.3%

0.6%ISDBnot top 5

0.3%GTOCnot top 5

0.1%GTOQnot top 5

0.1%APOSnot top 5

Held in common0.1%

End-of-day Nov 12, 2026 · share of each fund

GTO vs PFXF Returns, Every Period

5Y

InvescoGTO

−0.5%

5 years, per year

PFXFVanEck

+1.2%

5 years, per year

GTOPFXFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Sector: GTO vs PFXF

YTD

InvescoGTO

−1.4%

PFXFVanEck

−3.0%

−1.4%Year to date−3.0%

−4.5%Worst drop · 1Y−11.8%

3.7%Volatility · 1Y11.5%

5.0%Yield6.5%

$2.6BAssets$2.1B

3–1GTO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

GTO4.98%$498

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$614most kept, PFXF

PFXF$654 − $40 = $614

GTO$498 − $35 = $463

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PFXF, GTO, XLF

Today

0.1%most shared, PFXF and GTO

PFXFGTOXLF

PFXF—0.1%0.0%

GTO0.1%—0.0%

XLF0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.1%XLF, at 15.3% volatility

GTOWorst drop−4.5%3.7% vol

PFXFWorst drop−11.8%11.5% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLF

−3.0%Year to date+7.6%

6.5%Yield1.4%

−1.4%Past year+11.1%

0.40%Fee0.08%

3–1XLF wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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PFXF, GTO and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three