Compare · 3 funds side by side · dividends reinvested

PFXF, IVV and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomePFXF · 6.48% · $648 a year on $10k

Story of the three · RiskSmallest drop

PFXF, IVV and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B2.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.48%−2.0%−0.4%+7.3%+1.4%−11.8%11.4%$2.1B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PFXF 2012 · IVV 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,733

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

IVVMeasure

More Ways to See the Pairs

IVV vs PFXF: Top 5 Holdings

Today

IVV

26.9%in top 5

PFXF

in top 523.4%

IVVStockPFXF

7.8%AAPLnot top 5

not top 5STRC7.6%

6.3%NVDAnot top 5

6.1%MSFTnot top 5

not top 5GOOGM4.7%

Cost, Income and Risk

Fees: PFXF, IVV, XLF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLF0.08%$8

PFXF0.40%$40

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PFXF, IVV, XLF

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

PFXF

+12.3%Year to dateJan 1 → Nov 11−2.0%

+12.7%1 yearTotal return−0.4%

+21.9%3 years · per year$10,000 became $18,122 · $12,371+7.3%

+11.9%5 years · per year$10,000 became $17,530 · $10,733+1.4%

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

1.10%Trailing 12-mo yield$110 · $648 a year on $10k6.48%

−8.9%Worst dropSmaller is better−11.8%

13.7%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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGN4.7%

not top 5SMCIP4.2%

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DUKU2.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

IVV vs PFXF Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

PFXFVanEck

+1.4%

5 years, per year

IVVPFXFFaded: behind in that period

4–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Sector: IVV vs PFXF

YTD

iSharesIVV

+12.3%

PFXFVanEck

−2.0%

+12.3%Year to date−2.0%

−8.9%Worst drop · 1Y−11.8%

13.7%Volatility · 1Y11.4%

1.1%Yield6.5%

$883BAssets$2.1B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

6.48%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.48%$648

XLF1.41%$141

IVV1.10%$110

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$608most kept, PFXF

PFXF$648 − $40 = $608

XLF$141 − $8 = $133

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PFXF, IVV, XLF

Today

12.6%most shared, IVV and XLF

PFXFIVVXLF

PFXF—0.0%0.0%

IVV0.0%—12.6%

XLF0.0%12.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

PFXFWorst drop−11.8%11.4% vol

IVVWorst drop−8.9%13.7% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFIVV

−2.0%Year to date+12.3%

6.5%Yield1.1%

−0.4%Past year+12.7%

0.40%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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PFXF, IVV and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three