Compare · 4 funds side by side · dividends reinvested

PFXF, MUB, SCHD and XLF

PFXFVanEck×MUBiShares×SCHDSchwab×XLFSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomePFXF · 6.53% · $653 a year on $10k

Story of the four · RiskSmallest drop

PFXF, MUB, SCHD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$54.9B2.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.6B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.53%−2.8%−0.4%+6.8%+1.3%−11.8%11.4%$2.1B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PFXF 2012 · MUB 2007 · SCHD 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,649

PFXF

More Ways to See the Pairs

PFXF vs MUB: Top 5 Holdings

Today

PFXF

23.4%in top 5

MUB

in top 5[…]

PFXFStockMUB

7.5%STRCnot top 5

4.6%GOOGMnot top 5

4.6%GOOGNnot top 5

4.2%SMCIPnot top 5

2.3%DUKUnot top 5

Cost, Income and Risk

Fees: PFXF, MUB, SCHD, XLF

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

XLF0.08%$8

PFXF0.40%$40

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

MUB

iShares National Muni Bond ETF · $54.9B$10,381

$10,000 five years ago, dividends reinvested

PFXFMeasureMUB

−2.8%Year to dateJan 1 → Nov 10+0.3%

−0.4%1 yearTotal return+0.7%

+6.8%3 years · per year$10,000 became $12,175 · $11,169+3.8%

+1.3%5 years · per year$10,000 became $10,649 · $10,381+0.8%

0.40%Expense ratio$40 · $5 a year on $10k · lower is better0.05%

6.53%Trailing 12-mo yield$653 · $328 a year on $10k3.28%

−11.8%Worst dropSmaller is better−6.3%

11.4%VolatilityLower is calmer3.8%

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

3–5MUB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

PFXF vs MUB Returns, Every Period

5Y

VanEckPFXF

+1.3%

5 years, per year

MUBiShares

+0.8%

5 years, per year

PFXFMUBFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs MUB

YTD

VanEckPFXF

−2.8%

MUBiShares

+0.3%

−2.8%Year to date+0.3%

−11.8%Worst drop · 1Y−6.3%

11.4%Volatility · 1Y3.8%

6.5%Yield3.3%

$2.1BAssets$54.9B

3–1MUB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PFXF, MUB, SCHD, XLF

1Y

6.53%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.53%$653

MUB3.28%$328

SCHD2.94%$294

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$613most kept, PFXF

PFXF$653 − $40 = $613

MUB$328 − $5 = $323

SCHD$294 − $6 = $288

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PFXF, MUB, SCHD, XLF

Today

3.4%most shared, SCHD and XLF

PFXFMUBSCHDXLF

PFXF—[…]0.0%0.0%

MUB[…]—[…][…]

SCHD0.0%[…]—3.4%

XLF0.0%[…]3.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

MUBWorst drop−6.3%3.8% vol

PFXFWorst drop−11.8%11.4% vol

SCHDWorst drop−6.9%11.8% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSCHD

−2.8%Year to date+33.8%

6.5%Yield2.9%

−0.4%Past year+38.8%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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PFXF, MUB, SCHD and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four