Compare · 3 funds side by side · dividends reinvested

PFXF, IUSB and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,690XLF · best of the three

02 / 04

PFXF, IUSB and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.9

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B2.1

Rank among the three1st → 3rdFee, 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: PFXF 2012 · IUSB 2014 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

XLF

PFXF

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

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

XLFMeasurePFXF

+7.2%Year to dateJan 1 → Nov 9−2.0%

+12.4%1 yearTotal return+0.6%

+22.2%3 years · per year$10,000 became $18,230 · $12,500+7.7%

+9.4%5 years · per year$10,000 became $15,690 · $10,726+1.4%

0.08%Expense ratio$8 · $40 a year on $10k · lower is better0.40%

1.42%Trailing 12-mo yield$142 · $647 a year on $10k6.47%

−14.8%Worst dropSmaller is better−11.8%

15.3%VolatilityLower is calmer11.4%

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

5–3XLF wins

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

More Ways to See the Pairs

XLF vs PFXF: Top 5 Holdings

Today

XLF

43.8%in top 5

PFXF

in top 523.5%

XLFStockPFXF

13.2%BRK-Bnot top 5

11.1%JPMnot top 5

9.0%Vnot top 5

not top 5STRC7.6%

6.6%MAnot top 5

not top 5GOOGN4.7%

not top 5GOOGM4.7%

not top 5SMCIP4.3%

4.0%BACnot top 5

not top 5DUKU2.3%

Held in common0.0%

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

XLF vs PFXF Returns, Every Period

SPDRXLF

+9.4%

5 years, per year

PFXFVanEck

+1.4%

5 years, per year

XLFPFXFFaded: behind in that period

4–0XLF wins

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

XLF vs PFXF

YTD

SPDRXLF

+7.2%

PFXFVanEck

−2.0%

+7.2%Year to date−2.0%

−14.8%Worst drop · 1Y−11.8%

15.3%Volatility · 1Y11.4%

1.4%Yield6.5%

$53.4BAssets$2.1B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, IUSB, XLF

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

XLF0.08%$8

PFXF0.40%$40

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

Yields: PFXF, IUSB, XLF

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

IUSB4.33%$433

XLF1.42%$142

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

IUSB$433 − $6 = $427

XLF$142 − $8 = $134

KeptFee

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

Overlap: PFXF, IUSB, XLF

Today

0.0%most shared, PFXF and XLF

PFXFIUSBXLF

PFXF—[…]0.0%

IUSB[…]—[…]

XLF0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+12.4%XLF, at 15.3% volatility

IUSBWorst drop−4.3%3.9% vol

PFXFWorst drop−11.8%11.4% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

PFXFXLF

−2.0%Year to date+7.2%

6.5%Yield1.4%

+0.6%Past year+12.4%

0.40%Fee0.08%

3–1XLF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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