Compare · 4 funds side by side · dividends reinvested

PFXF, IYF, VGT and XLE

PFXFVanEck×IYFiShares×VGTVanguard×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

PFXF, IYF, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

iShares U.S. Financials ETFSectors · Financials0.37%1.45%+5.4%+11.2%+23.3%+10.2%−13.9%15.2%$3.8B2.6

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.6

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−1.9%+0.7%+7.7%+1.4%−11.8%11.4%$2.1B2.9

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 · IYF 2000 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,732

PFXF

IYF

iShares U.S. Financials ETF · $3.8B$16,253

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

PFXFMeasureIYF

−1.9%Year to dateJan 1 → Nov 9+5.4%

+0.7%1 yearTotal return+11.2%

+7.7%3 years · per year$10,000 became $12,508 · $18,756+23.3%

+1.4%5 years · per year$10,000 became $10,732 · $16,253+10.2%

0.40%Expense ratio$40 · $37 a year on $10k · lower is better0.37%

6.47%Trailing 12-mo yield$647 · $145 a year on $10k1.45%

−11.8%Worst dropSmaller is better−13.9%

11.4%VolatilityLower is calmer15.2%

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

3–5IYF 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 IYF: Top 5 Holdings

Today

PFXF

23.4%in top 5

IYF

in top 534.5%

PFXFStockIYF

not top 5BRK-B12.9%

not top 5JPM10.9%

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.1%SMCIPnot top 5

not top 5WFC3.7%

not top 5BAC3.6%

not top 5GS3.4%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs IYF Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

IYFiShares

+10.2%

5 years, per year

PFXFIYFFaded: behind in that period

0–4IYF wins

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

PFXF vs XLE

YTD

VanEckPFXF

−1.9%

XLESPDR

+41.3%

−1.9%Year to date+41.3%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y23.3%

6.5%Yield2.5%

$2.1BAssets$40.5B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, IYF, VGT, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

IYF0.37%$37

PFXF0.40%$40

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

Yields: PFXF, IYF, VGT, XLE

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

XLE2.46%$246

IYF1.45%$145

VGT0.42%$42

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

XLE$246 − $8 = $238

IYF$145 − $37 = $108

VGT$42 − $9 = $33

KeptFee

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

Overlap: PFXF, IYF, VGT, XLE

Today

0.1%most shared, IYF and VGT

PFXFIYFVGTXLE

PFXF—0.0%0.0%0.0%

IYF0.0%—0.1%0.0%

VGT0.0%0.1%—0.0%

XLE0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

IYFWorst drop−13.9%15.2% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.6% vol

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

Paid More vs Made More

YTD

PFXFXLE

−1.9%Year to date+41.3%

6.5%Yield2.5%

+0.7%Past year+44.3%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026