Compare · 3 funds side by side · dividends reinvested

PFXF, KRE and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

PFXF, KRE and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Regional Banking ETFSectors · Financials0.35%2.23%+13.5%+23.8%+25.5%+3.1%−15.0%20.7%$4.2B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.2B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: PFXF 2012 · KRE 2006 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,632

PFXF

KRE

State Street SPDR S&P Regional Banking ETF · $4.2B$11,657

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

PFXFMeasureKRE

−3.3%Year to dateJan 1 → Nov 5+13.5%

−0.6%1 yearTotal return+23.8%

+8.5%3 years · per year$10,000 became $12,770 · $19,768+25.5%

+1.2%5 years · per year$10,000 became $10,632 · $11,657+3.1%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

6.56%Trailing 12-mo yield$656 · $223 a year on $10k2.23%

−11.8%Worst dropSmaller is better−15.0%

11.4%VolatilityLower is calmer20.7%

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

3–5KRE wins

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

More Ways to See the Pairs

PFXF vs KRE: Top 5 Holdings

Today

PFXF

23.3%in top 5

KRE

in top 55.9%

PFXFStockKRE

7.5%STRCnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

not top 5TCBI1.2%

not top 5GBCI1.2%

not top 5UCB1.2%

not top 5EBC1.2%

not top 5OZK1.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PFXF vs KRE Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

KRESPDR

+3.1%

5 years, per year

PFXFKREFaded: behind in that period

0–4KRE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PFXF vs KRE

YTD

VanEckPFXF

−3.3%

KRESPDR

+13.5%

−3.3%Year to date+13.5%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y20.7%

6.6%Yield2.2%

$2.2BAssets$4.2B

3–1PFXF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, KRE, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

KRE0.35%$35

PFXF0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFXF, KRE, VGT

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

KRE2.23%$223

VGT0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

KRE$223 − $35 = $188

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFXF, KRE, VGT

Today

0.0%most shared, PFXF and KRE

PFXFKREVGT

PFXF—0.0%0.0%

KRE0.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.8%KRE, at 20.7% volatility

PFXFWorst drop−11.8%11.4% vol

KREWorst drop−15.0%20.7% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFVGT

−3.3%Year to date+14.0%

6.6%Yield0.4%

−0.6%Past year+11.1%

0.40%Fee0.09%

3–1VGT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026