Compare · 4 funds side by side · dividends reinvested

PFXF, SCHD, VIG and XLF

PFXFVanEck×SCHDSchwab×VIGVanguard×XLFSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomePFXF · 6.54% · $654 a year on $10k

Story of the four · RiskSmallest drop

PFXF, SCHD, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B3.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−3.0%−1.4%+7.2%+1.2%−11.8%11.5%$2.1B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: PFXF 2012 · SCHD 2011 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,623

PFXF

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PFXF vs XLF: Top 5 Holdings

Today

PFXF

23.7%in top 5

XLF

in top 543.6%

PFXFStockXLF

not top 5BRK-B13.3%

not top 5JPM11.1%

not top 5V8.8%

7.5%STRCnot top 5

not top 5MA6.5%

Cost, Income and Risk

Fees: PFXF, SCHD, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLF0.08%$8

PFXF0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,861

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

PFXFMeasureXLF

−3.0%Year to dateJan 1 → Nov 12+7.6%

−1.4%1 yearTotal return+11.1%

+7.2%3 years · per year$10,000 became $12,316 · $18,140+22.0%

+1.2%5 years · per year$10,000 became $10,623 · $15,861+9.7%

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

6.54%Trailing 12-mo yield$654 · $142 a year on $10k1.42%

−11.8%Worst dropSmaller is better−14.8%

11.5%VolatilityLower is calmer15.3%

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

3–5XLF wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.7%GOOGMnot top 5

4.7%GOOGNnot top 5

4.5%SMCIPnot top 5

not top 5BAC4.0%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

PFXF vs XLF Returns, Every Period

5Y

VanEckPFXF

+1.2%

5 years, per year

XLFSPDR

+9.7%

5 years, per year

PFXFXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs SCHD

YTD

VanEckPFXF

−3.0%

SCHDSchwab

+34.2%

−3.0%Year to date+34.2%

−11.8%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

6.5%Yield2.9%

$2.1BAssets$124B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: PFXF, SCHD, VIG, XLF

1Y

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

SCHD2.93%$293

VIG1.45%$145

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$614most kept, PFXF

PFXF$654 − $40 = $614

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PFXF, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

PFXFSCHDVIGXLF

PFXF—0.0%0.0%0.0%

SCHD0.0%—14.5%3.4%

VIG0.0%14.5%—19.5%

XLF0.0%3.4%19.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

PFXFWorst drop−11.8%11.5% vol

SCHDWorst drop−6.9%11.7% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSCHD

−3.0%Year to date+34.2%

6.5%Yield2.9%

−1.4%Past year+36.8%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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PFXF, SCHD, VIG and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four