Compare · 4 funds side by side · dividends reinvested

PFXF, IVV, XLF and VOO

PFXFVanEck×IVViShares×XLFSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

PFXF, IVV, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.6

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−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 6, 2026 · returns include dividends · since: PFXF 2012 · IVV 2000 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

PFXF

IVV

iShares Core S&P 500 ETF · $850B$17,177

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

PFXFMeasureIVV

−2.9%Year to dateJan 1 → Nov 6+8.7%

−0.7%1 yearTotal return+9.8%

+8.1%3 years · per year$10,000 became $12,617 · $18,084+21.8%

+1.3%5 years · per year$10,000 became $10,643 · $17,177+11.4%

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

6.54%Trailing 12-mo yield$654 · $114 a year on $10k1.14%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.6%

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

2–6IVV wins

End-of-day Nov 6, 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

23.4%in top 5

IVV

in top 527.8%

PFXFStockIVV

not top 5AAPL7.9%

7.6%STRCnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.1%SMCIPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs IVV Returns, Every Period

VanEckPFXF

+1.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

PFXFIVVFaded: behind in that period

0–4IVV wins

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

PFXF vs XLF

YTD

VanEckPFXF

−2.9%

XLFSPDR

+5.7%

−2.9%Year to date+5.7%

−11.8%Worst drop · 1Y−14.8%

11.4%Volatility · 1Y15.3%

6.5%Yield1.4%

$2.1BAssets$55.5B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, IVV, XLF, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

XLF0.08%$8

PFXF0.40%$40

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

Yields: PFXF, IVV, XLF, VOO

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

XLF1.44%$144

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

XLF$144 − $8 = $136

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: PFXF, IVV, XLF, VOO

Today

92.2%most shared, IVV and VOO

PFXFIVVXLFVOO

PFXF—0.0%0.0%0.0%

IVV0.0%—12.8%92.2%

XLF0.0%12.8%—11.3%

VOO0.0%92.2%11.3%—

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

Return vs Bumpiness: 4 ETFs

+10.4%XLF, at 15.3% volatility

PFXFWorst drop−11.8%11.4% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

PFXFIVV

−2.9%Year to date+8.7%

6.5%Yield1.1%

−0.7%Past year+9.8%

0.40%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026