Compare · 4 funds side by side · dividends reinvested

PFXF, SPY, XLE and IVV

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

PFXF, SPY, XLE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFXF 2012 · SPY 1993 · XLE 1998 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

PFXF

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

PFXFMeasureSPY

−2.9%Year to dateJan 1 → Nov 6+8.7%

−0.7%1 yearTotal return+9.7%

+8.1%3 years · per year$10,000 became $12,617 · $18,039+21.7%

+1.3%5 years · per year$10,000 became $10,643 · $17,118+11.3%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

6.54%Trailing 12-mo yield$654 · $103 a year on $10k1.03%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.6%

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

2–6SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs SPY: Top 5 Holdings

Today

PFXF

23.4%in top 5

SPY

in top 527.8%

PFXFStockSPY

not top 5AAPL7.9%

7.6%STRCnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.1%SMCIPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PFXF vs SPY Returns, Every Period

VanEckPFXF

+1.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PFXFSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PFXF vs XLE

YTD

VanEckPFXF

−2.9%

XLESPDR

+40.6%

−2.9%Year to date+40.6%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y23.3%

6.5%Yield2.5%

$2.1BAssets$42.0B

3–1PFXF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, SPY, XLE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLE0.08%$8

SPY0.09%$9

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, SPY, XLE, IVV

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

XLE2.47%$247

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

XLE$247 − $8 = $239

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, SPY, XLE, IVV

Today

99.9%most shared, SPY and IVV

PFXFSPYXLEIVV

PFXF—0.0%0.0%0.0%

SPY0.0%—3.5%99.9%

XLE0.0%3.5%—3.5%

IVV0.0%99.9%3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.9%Year to date+40.6%

6.5%Yield2.5%

−0.7%Past year+45.0%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026