Compare · 3 funds side by side · dividends reinvested

PFXF, SPY and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

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

Story of the three · RiskSmallest drop

PFXF, SPY and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.6B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.53%−2.8%−0.4%+6.8%+1.3%−11.8%11.4%$2.1B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: PFXF 2012 · SPY 1993 · 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

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

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

PFXFMeasure

More Ways to See the Pairs

PFXF vs SPY: Top 5 Holdings

Today

PFXF

23.4%in top 5

SPY

in top 527.3%

PFXFStockSPY

not top 5AAPL7.9%

7.5%STRCnot top 5

not top 5NVDA6.6%

not top 5MSFT6.2%

4.6%GOOGMnot top 5

Cost, Income and Risk

Fees: PFXF, SPY, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SPY0.09%$9

PFXF0.40%$40

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

Yields: PFXF, SPY, XLF

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPY

−2.8%Year to dateJan 1 → Nov 10+10.8%

−0.4%1 yearTotal return+13.0%

+6.8%3 years · per year$10,000 became $12,175 · $17,888+21.4%

+1.3%5 years · per year$10,000 became $10,649 · $17,358+11.7%

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

6.53%Trailing 12-mo yield$653 · $101 a year on $10k1.01%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.8%

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

2–6SPY wins

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

4.6%GOOGNnot top 5

4.2%SMCIPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs SPY Returns, Every Period

5Y

VanEckPFXF

+1.3%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

PFXFSPYFaded: behind in that period

0–4SPY wins

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

PFXF vs XLF

YTD

VanEckPFXF

−2.8%

XLFSPDR

+7.7%

−2.8%Year to date+7.7%

−11.8%Worst drop · 1Y−14.8%

11.4%Volatility · 1Y15.3%

6.5%Yield1.4%

$2.1BAssets$53.6B

3–1PFXF wins

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

1Y

6.53%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.53%$653

XLF1.42%$142

SPY1.01%$101

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

Income After Fees on $10,000

1Y

$613most kept, PFXF

PFXF$653 − $40 = $613

XLF$142 − $8 = $134

SPY$101 − $9 = $92

KeptFee

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

Overlap: PFXF, SPY, XLF

Today

12.5%most shared, SPY and XLF

PFXFSPYXLF

PFXF—0.0%0.0%

SPY0.0%—12.5%

XLF0.0%12.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.0%SPY, at 13.8% volatility

PFXFWorst drop−11.8%11.4% vol

SPYWorst drop−8.9%13.8% 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

PFXFSPY

−2.8%Year to date+10.8%

6.5%Yield1.0%

−0.4%Past year+13.0%

0.40%Fee0.09%

3–1SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD 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

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PFXF, SPY and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three