Compare · 3 funds side by side · dividends reinvested

PFXF, KRE and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,690XLF · best of the three

02 / 04

PFXF, KRE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Regional Banking ETFSectors · Financials0.35%2.19%+15.3%+25.0%+23.7%+2.8%−15.0%20.8%$4.3B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: PFXF 2012 · KRE 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,726

PFXF

KRE

State Street SPDR S&P Regional Banking ETF · $4.3B$11,502

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

PFXFMeasureKRE

−2.0%Year to dateJan 1 → Nov 9+15.3%

+0.6%1 yearTotal return+25.0%

+7.7%3 years · per year$10,000 became $12,500 · $18,921+23.7%

+1.4%5 years · per year$10,000 became $10,726 · $11,502+2.8%

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

6.47%Trailing 12-mo yield$647 · $219 a year on $10k2.19%

−11.8%Worst dropSmaller is better−15.0%

11.4%VolatilityLower is calmer20.8%

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

3–5KRE 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 KRE: Top 5 Holdings

Today

PFXF

23.5%in top 5

KRE

in top 55.9%

PFXFStockKRE

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

not top 5UCB1.2%

not top 5GBCI1.2%

not top 5EBC1.2%

not top 5OZK1.2%

not top 5TCBI1.2%

Held in common0.0%

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

PFXF vs KRE Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

KRESPDR

+2.8%

5 years, per year

PFXFKREFaded: behind in that period

0–4KRE wins

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

PFXF vs KRE

YTD

VanEckPFXF

−2.0%

KRESPDR

+15.3%

−2.0%Year to date+15.3%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y20.8%

6.5%Yield2.2%

$2.1BAssets$4.3B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, KRE, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

KRE0.35%$35

PFXF0.40%$40

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

Yields: PFXF, KRE, XLF

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

KRE2.19%$219

XLF1.42%$142

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

KRE$219 − $35 = $184

XLF$142 − $8 = $134

KeptFee

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

Overlap: PFXF, KRE, XLF

Today

2.2%most shared, KRE and XLF

PFXFKREXLF

PFXF—0.0%0.0%

KRE0.0%—2.2%

XLF0.0%2.2%—

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

Return vs Bumpiness: 3 ETFs

+25.0%KRE, at 20.8% volatility

PFXFWorst drop−11.8%11.4% vol

XLFWorst drop−14.8%15.3% vol

KREWorst drop−15.0%20.8% vol

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

Paid More vs Made More

YTD

PFXFKRE

−2.0%Year to date+15.3%

6.5%Yield2.2%

+0.6%Past year+25.0%

0.40%Fee0.35%

3–1KRE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026