Compare · 3 funds side by side · dividends reinvested

PFXF, QQQ and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

PFXF, QQQ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$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 5, 2026 · returns include dividends · since: PFXF 2012 · QQQ 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PFXF

QQQ

Invesco QQQ Trust, Series 1 · $465B$17,352

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

PFXFMeasureQQQ

−3.3%Year to dateJan 1 → Nov 5+5.7%

−0.6%1 yearTotal return+5.0%

+8.5%3 years · per year$10,000 became $12,770 · $18,756+23.3%

+1.2%5 years · per year$10,000 became $10,632 · $17,352+11.7%

0.40%Expense ratio$40 · $18 a year on $10k · lower is better0.18%

6.56%Trailing 12-mo yield$656 · $48 a year on $10k0.48%

−11.8%Worst dropSmaller is better−14.8%

11.4%VolatilityLower is calmer21.3%

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

3–5QQQ 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 QQQ: Top 5 Holdings

Today

PFXF

23.3%in top 5

QQQ

in top 531.5%

PFXFStockQQQ

not top 5AAPL8.3%

not top 5NVDA7.8%

7.5%STRCnot top 5

not top 5MSFT6.7%

not top 5AMZN4.7%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5MU4.0%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs QQQ Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

QQQInvesco

+11.7%

5 years, per year

PFXFQQQFaded: behind in that period

0–4QQQ wins

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

Sector vs Core: PFXF vs SPY

YTD

VanEckPFXF

−3.3%

SPYSPDR

+8.3%

−3.3%Year to date+8.3%

−11.8%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y13.6%

6.6%Yield1.0%

$2.2BAssets$805B

2–2level

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

Cost, Income and Risk

Fees: PFXF, QQQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

PFXF0.40%$40

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

Yields: PFXF, QQQ, SPY

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

SPY1.03%$103

QQQ0.48%$48

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

SPY$103 − $9 = $94

QQQ$48 − $18 = $30

KeptFee

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

Overlap: PFXF, QQQ, SPY

Today

52.8%most shared, QQQ and SPY

PFXFQQQSPY

PFXF—0.0%0.0%

QQQ0.0%—52.8%

SPY0.0%52.8%—

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

Return vs Bumpiness: 3 ETFs

+9.7%SPY, at 13.6% volatility

PFXFWorst drop−11.8%11.4% vol

SPYWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

PFXFSPY

−3.3%Year to date+8.3%

6.6%Yield1.0%

−0.6%Past year+9.7%

0.40%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026