Compare · 3 funds side by side · dividends reinvested

PFXF, JEPQ and XLK

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,150XLK · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

PFXF, JEPQ and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B1.7

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+18.7%+16.5%+25.4%+16.2%−19.6%28.8%$117B1.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.58%−3.6%−2.2%+6.9%+1.0%−12.1%11.5%$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 13, 2026 · returns include dividends · since: PFXF 2012 · JEPQ 2022 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,524

PFXF

XLK

State Street Technology Select Sector SPDR ETF · $117B$21,150

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

PFXF

More Ways to See the Pairs

PFXF vs XLK: Top 5 Holdings

Today

PFXF

23.7%in top 5

XLK

in top 551.7%

PFXFStockXLK

not top 5AAPL16.2%

not top 5NVDA13.1%

not top 5MSFT12.1%

7.5%STRCnot top 5

not top 5AVGO5.1%

Cost, Income and Risk

Fees: PFXF, JEPQ, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

JEPQ0.35%$35

PFXF0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PFXF, JEPQ, XLK

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

XLK vs VGT

YTD

SPDRXLK

+18.7%

VGTVanguard

+18.4%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

XLK

−3.6%Year to dateJan 1 → Nov 13+18.7%

−2.2%1 yearTotal return+16.5%

+6.9%3 years · per year$10,000 became $12,215 · $19,743+25.4%

+1.0%5 years · per year$10,000 became $10,524 · $21,150+16.2%

0.40%Expense ratio$40 · $8 a year on $10k · lower is better0.08%

6.58%Trailing 12-mo yield$658 · $49 a year on $10k0.49%

−12.1%Worst dropSmaller is better−19.6%

11.5%VolatilityLower is calmer28.8%

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

3–5XLK wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMD5.1%

4.7%GOOGMnot top 5

4.7%GOOGNnot top 5

4.5%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

PFXF vs XLK Returns, Every Period

5Y

VanEckPFXF

+1.0%

5 years, per year

XLKSPDR

+16.2%

5 years, per year

PFXFXLKFaded: behind in that period

0–4XLK wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs JEPQ

YTD

VanEckPFXF

−3.6%

JEPQJ.P. Morgan

+6.7%

−3.6%Year to date+6.7%

−12.1%Worst drop · 1Y−11.5%

11.5%Volatility · 1Y17.0%

6.6%Yield12.4%

$2.1BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

PFXF6.58%$658

XLK0.49%$49

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

PFXF$658 − $40 = $618

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PFXF, JEPQ, XLK

Today

43.4%most shared, JEPQ and XLK

PFXFJEPQXLK

PFXF—0.0%0.0%

JEPQ0.0%—43.4%

XLK0.0%43.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%XLK, at 28.8% volatility

PFXFWorst drop−12.1%11.5% vol

JEPQWorst drop−11.5%17.0% vol

XLKWorst drop−19.6%28.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXLK

+6.7%Year to date+18.7%

12.4%Yield0.5%

+7.6%Past year+16.5%

0.35%Fee0.08%

3–1XLK wins

End-of-day Nov 13, 2026

+18.7%Year to date+18.4%

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

$117BAssets$145B

2–0XLK wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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PFXF, JEPQ and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three