Compare · 3 funds side by side · dividends reinvested

PFXF, IVV and VNQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

PFXF, IVV and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Vanguard Real Estate ETFSectors · Real estate0.13%3.50%+13.1%+13.7%+13.0%+1.5%−11.4%14.3%$35.9B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B2.5

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 · IVV 2000 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

PFXF

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

PFXFMeasureIVV

−2.0%Year to dateJan 1 → Nov 9+11.3%

+0.6%1 yearTotal return+13.6%

+7.7%3 years · per year$10,000 became $12,500 · $18,159+22.0%

+1.4%5 years · per year$10,000 became $10,726 · $17,545+11.9%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

6.47%Trailing 12-mo yield$647 · $111 a year on $10k1.11%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.8%

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

2–6IVV wins

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

More Ways to See the Pairs

PFXF vs IVV: Top 5 Holdings

Today

PFXF

23.5%in top 5

IVV

in top 527.8%

PFXFStockIVV

not top 5AAPL7.9%

7.6%STRCnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs IVV Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

PFXFIVVFaded: behind in that period

0–4IVV wins

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

PFXF vs VNQ

YTD

VanEckPFXF

−2.0%

VNQVanguard

+13.1%

−2.0%Year to date+13.1%

−11.8%Worst drop · 1Y−11.4%

11.4%Volatility · 1Y14.3%

6.5%Yield3.5%

$2.1BAssets$35.9B

2–2level

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

Cost, Income and Risk

Fees: PFXF, IVV, VNQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VNQ0.13%$13

PFXF0.40%$40

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

Yields: PFXF, IVV, VNQ

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

VNQ3.50%$350

IVV1.11%$111

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

VNQ$350 − $13 = $337

IVV$111 − $3 = $108

KeptFee

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

Overlap: PFXF, IVV, VNQ

Today

1.9%most shared, IVV and VNQ

PFXFIVVVNQ

PFXF—0.0%0.0%

IVV0.0%—1.9%

VNQ0.0%1.9%—

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

Return vs Bumpiness: 3 ETFs

+13.7%VNQ, at 14.3% volatility

PFXFWorst drop−11.8%11.4% vol

IVVWorst drop−8.9%13.8% vol

VNQWorst drop−11.4%14.3% vol

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

Paid More vs Made More

YTD

PFXFVNQ

−2.0%Year to date+13.1%

6.5%Yield3.5%

+0.6%Past year+13.7%

0.40%Fee0.13%

3–1VNQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026