Compare · 4 funds side by side · dividends reinvested

PFXF, SPYM, XLE and VTI

PFXFVanEck×SPYMSPDR×XLESPDR×VTIVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,622XLE · best of the four

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

Story of the four · RiskSmallest drop

PFXF, SPYM, XLE and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B2.1

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B2.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.07%+11.2%+13.2%+21.2%+10.6%−8.9%13.9%$689B2.4

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.53%−2.8%−0.4%+6.8%+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 10, 2026 · returns include dividends · since: PFXF 2012 · SPYM 2005 · XLE 1998 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,649

PFXF

More Ways to See the Pairs

PFXF vs SPYM: Top 5 Holdings

Today

PFXF

23.4%in top 5

SPYM

in top 527.3%

PFXFStockSPYM

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, SPYM, XLE, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

XLE0.08%$8

PFXF0.40%$40

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

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

PFXFMeasureSPYM

−2.8%Year to dateJan 1 → Nov 10+10.9%

−0.4%1 yearTotal return+13.1%

+6.8%3 years · per year$10,000 became $12,175 · $17,936+21.5%

+1.3%5 years · per year$10,000 became $10,649 · $17,429+11.8%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

6.53%Trailing 12-mo yield$653 · $103 a year on $10k1.03%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.7%

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

2–6SPYM 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 SPYM Returns, Every Period

5Y

VanEckPFXF

+1.3%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

PFXFSPYMFaded: behind in that period

0–4SPYM wins

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

PFXF vs XLE

YTD

VanEckPFXF

−2.8%

XLESPDR

+41.9%

−2.8%Year to date+41.9%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y23.3%

6.5%Yield2.4%

$2.1BAssets$40.5B

3–1PFXF wins

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

Yields: PFXF, SPYM, XLE, VTI

1Y

6.53%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.53%$653

XLE2.45%$245

VTI1.07%$107

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$613most kept, PFXF

PFXF$653 − $40 = $613

XLE$245 − $8 = $237

VTI$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: PFXF, SPYM, XLE, VTI

Today

86.1%most shared, SPYM and VTI

PFXFSPYMXLEVTI

PFXF—0.0%0.0%0.0%

SPYM0.0%—3.5%86.1%

XLE0.0%3.5%—3.0%

VTI0.0%86.1%3.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+42.9%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

SPYMWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.8%Year to date+41.9%

6.5%Yield2.4%

−0.4%Past year+42.9%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 10, 2026

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 10, 2026

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

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PFXF, SPYM, XLE and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four