Compare · 4 funds side by side · dividends reinvested

PFXF, SPY, XLF and IVV

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,398IVV · best of the four

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

Story of the four · RiskSmallest drop

PFXF, SPY, XLF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−3.0%−1.4%+7.2%+1.2%−11.8%11.5%$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 12, 2026 · returns include dividends · since: PFXF 2012 · SPY 1993 · XLF 1998 · IVV 2000

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, SPY, XLF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLF0.08%$8

SPY0.09%$9

PFXF0.40%$40

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

XLF

State Street Financial Select Sector SPDR ETF · $54.1B$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

PFXF vs XLF

YTD

VanEckPFXF

−3.0%

XLFSPDR

+7.6%

−3.0%Year to date+7.6%

−11.8%Worst drop · 1Y−14.8%

11.5%Volatility · 1Y15.3%

6.5%Yield1.4%

$2.1BAssets$54.1B

3–1PFXF wins

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

Yields: PFXF, SPY, XLF, IVV

1Y

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

XLF1.42%$142

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$614most kept, PFXF

PFXF$654 − $40 = $614

XLF$142 − $8 = $134

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

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

Overlap: PFXF, SPY, XLF, IVV

Today

99.9%most shared, SPY and IVV

PFXFSPYXLFIVV

PFXF—0.0%0.0%0.0%

SPY0.0%—12.5%99.9%

XLF0.0%12.5%—12.5%

IVV0.0%99.9%12.5%—

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

Return vs Bumpiness: 4 ETFs

1Y

+12.2%IVV, at 13.7% volatility

PFXFWorst drop−11.8%11.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% 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

PFXFIVV

−3.0%Year to date+12.0%

6.5%Yield1.1%

−1.4%Past year+12.2%

0.40%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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PFXF, SPY, XLF and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four