Compare · 3 funds side by side · dividends reinvested

PFXF, IYF and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748IYF · best of the three

02 / 04

PFXF, IYF and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B1.8

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.8B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFXF 2012 · IYF 2000 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

PFXF

IYF

iShares U.S. Financials ETF · $3.8B$16,748

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

PFXFMeasureIYF

−0.8%Year to dateJan 1 → Nov 4+7.2%

+0.8%1 yearTotal return+13.5%

+9.7%3 years · per year$10,000 became $13,212 · $19,876+25.7%

+1.8%5 years · per year$10,000 became $10,941 · $16,748+10.9%

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

6.40%Trailing 12-mo yield$640 · $142 a year on $10k1.42%

−11.1%Worst dropSmaller is better−13.9%

11.1%VolatilityLower is calmer14.8%

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

3–5IYF wins

End-of-day Nov 4, 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

23.5%in top 5

IYF

in top 534.5%

PFXFStockIYF

not top 5BRK-B12.6%

not top 5JPM11.0%

7.5%STRCnot top 5

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5WFC3.8%

not top 5BAC3.6%

not top 5GS3.6%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PFXF vs IYF Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

IYFiShares

+10.9%

5 years, per year

PFXFIYFFaded: behind in that period

0–4IYF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PFXF vs IYF

YTD

VanEckPFXF

−0.8%

IYFiShares

+7.2%

−0.8%Year to date+7.2%

−11.1%Worst drop · 1Y−13.9%

11.1%Volatility · 1Y14.8%

6.4%Yield1.4%

$2.2BAssets$3.8B

3–1PFXF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, IYF, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IYF0.37%$37

PFXF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFXF, IYF, XLV

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

IYF1.42%$142

XLV1.34%$134

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

XLV$134 − $8 = $126

IYF$142 − $37 = $105

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFXF, IYF, XLV

Today

0.0%most shared, PFXF and IYF

PFXFIYFXLV

PFXF—0.0%0.0%

IYF0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.5%XLV, at 16.6% volatility

PFXFWorst drop−11.1%11.1% vol

IYFWorst drop−13.9%14.8% vol

XLVWorst drop−10.5%16.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLV

−0.8%Year to date+24.0%

6.4%Yield1.3%

+0.8%Past year+33.5%

0.40%Fee0.08%

3–1XLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026