Compare · 4 funds side by side · dividends reinvested

PFXF, IUSB, VGT and XLE

PFXFVanEck×IUSBiShares×VGTVanguard×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

PFXF, IUSB, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFXF 2012 · IUSB 2014 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

XLEMeasureIUSB

+40.6%Year to dateJan 1 → Nov 6+0.1%

+45.0%1 yearTotal return+0.8%

+16.8%3 years · per year$10,000 became $15,939 · $11,774+5.6%

+20.7%5 years · per year$10,000 became $25,568 · $10,138+0.3%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.47%Trailing 12-mo yield$247 · $434 a year on $10k4.34%

−15.0%Worst dropSmaller is better−4.3%

23.3%VolatilityLower is calmer3.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs IUSB: Top 5 Holdings

Today

XLE

59.5%in top 5

IUSB

in top 5[…]

XLEStockIUSB

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

XLE vs IUSB Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

XLEIUSBFaded: behind in that period

4–0XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs PFXF

YTD

SPDRXLE

+40.6%

PFXFVanEck

−2.9%

+40.6%Year to date−2.9%

−15.0%Worst drop · 1Y−11.8%

23.3%Volatility · 1Y11.4%

2.5%Yield6.5%

$42.0BAssets$2.1B

3–1PFXF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, IUSB, VGT, XLE

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

XLE0.08%$8

VGT0.09%$9

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, IUSB, VGT, XLE

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

IUSB4.34%$434

XLE2.47%$247

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

IUSB$434 − $6 = $428

XLE$247 − $8 = $239

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, IUSB, VGT, XLE

Today

0.0%most shared, PFXF and VGT

PFXFIUSBVGTXLE

PFXF—[…]0.0%0.0%

IUSB[…]—[…][…]

VGT0.0%[…]—0.0%

XLE0.0%[…]0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

IUSBWorst drop−4.3%3.9% vol

PFXFWorst drop−11.8%11.4% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.9%Year to date+40.6%

6.5%Yield2.5%

−0.7%Past year+45.0%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026