Compare · 3 funds side by side · dividends reinvested

PFXF, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

PFXF, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−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 5, 2026 · returns include dividends · since: PFXF 2012 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,632

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

IVVMeasurePFXF

+8.4%Year to dateJan 1 → Nov 5−3.3%

+9.7%1 yearTotal return−0.6%

+22.1%3 years · per year$10,000 became $18,221 · $12,770+8.5%

+11.4%5 years · per year$10,000 became $17,151 · $10,632+1.2%

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.14%Trailing 12-mo yield$114 · $656 a year on $10k6.56%

−8.9%Worst dropSmaller is better−11.8%

13.6%VolatilityLower is calmer11.4%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs PFXF: Top 5 Holdings

Today

IVV

27.7%in top 5

PFXF

in top 523.3%

IVVStockPFXF

7.7%AAPLnot top 5

not top 5STRC7.5%

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5GOOGN4.6%

not top 5GOOGM4.6%

not top 5SMCIP4.3%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DUKU2.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IVV vs PFXF Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

PFXFVanEck

+1.2%

5 years, per year

IVVPFXFFaded: behind in that period

4–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Sector: IVV vs PFXF

YTD

iSharesIVV

+8.4%

PFXFVanEck

−3.3%

+8.4%Year to date−3.3%

−8.9%Worst drop · 1Y−11.8%

13.6%Volatility · 1Y11.4%

1.1%Yield6.6%

$850BAssets$2.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

PFXF0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFXF, IVV, VOO

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFXF, IVV, VOO

Today

93.5%most shared, IVV and VOO

PFXFIVVVOO

PFXF—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

PFXFWorst drop−11.8%11.4% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFVOO

−3.3%Year to date+8.4%

6.6%Yield1.1%

−0.6%Past year+9.8%

0.40%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026