Compare · 4 funds side by side · dividends reinvested

PFXF, IVV, XLF and SPYM

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

PFXF, IVV, XLF and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.9

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%$875B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B3.1

Rank among the four1st → 4thFee, 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 · XLF 1998 · SPYM 2005

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 · $875B$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 XLF

YTD

VanEckPFXF

−2.0%

XLFSPDR

+7.2%

−2.0%Year to date+7.2%

−11.8%Worst drop · 1Y−14.8%

11.4%Volatility · 1Y15.3%

6.5%Yield1.4%

$2.1BAssets$53.4B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, IVV, XLF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

XLF0.08%$8

PFXF0.40%$40

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

Yields: PFXF, IVV, XLF, SPYM

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

XLF1.42%$142

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

XLF$142 − $8 = $134

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: PFXF, IVV, XLF, SPYM

Today

99.9%most shared, IVV and SPYM

PFXFIVVXLFSPYM

PFXF—0.0%0.0%0.0%

IVV0.0%—12.6%99.9%

XLF0.0%12.6%—12.6%

SPYM0.0%99.9%12.6%—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

PFXFWorst drop−11.8%11.4% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

PFXFSPYM

−2.0%Year to date+11.3%

6.5%Yield1.0%

+0.6%Past year+13.6%

0.40%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026