Compare · 4 funds side by side · dividends reinvested

PFXF, VCIT, IUSB and XLV

PFXFVanEck×VCITVanguard×IUSBiShares×XLVSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,284XLV · best of the four

02 / 04

PFXF, VCIT, IUSB and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B2.5

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PFXF 2012 · VCIT 2009 · IUSB 2014 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,726

PFXF

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,151

$10,000 five years ago, dividends reinvested

PFXFMeasureIUSB

−2.0%Year to dateJan 1 → Nov 9+0.1%

+0.6%1 yearTotal return+0.5%

+7.7%3 years · per year$10,000 became $12,500 · $11,705+5.4%

+1.4%5 years · per year$10,000 became $10,726 · $10,151+0.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

6.47%Trailing 12-mo yield$647 · $433 a year on $10k4.33%

−11.8%Worst dropSmaller is better−4.3%

11.4%VolatilityLower is calmer3.9%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs IUSB: Top 5 Holdings

Today

PFXF

23.5%in top 5

IUSB

in top 5[…]

PFXFStockIUSB

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

PFXF vs IUSB Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

PFXFIUSBFaded: behind in that period

3–1PFXF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs VCIT

YTD

VanEckPFXF

−2.0%

VCITVanguard

−0.7%

−2.0%Year to date−0.7%

−11.8%Worst drop · 1Y−4.9%

11.4%Volatility · 1Y4.5%

6.5%Yield5.0%

$2.1BAssets$66.6B

3–1VCIT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, VCIT, IUSB, XLV

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

IUSB0.06%$6

XLV0.08%$8

PFXF0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PFXF, VCIT, IUSB, XLV

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

VCIT5.02%$502

IUSB4.33%$433

XLV1.35%$135

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

VCIT$502 − $3 = $499

IUSB$433 − $6 = $427

XLV$135 − $8 = $127

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PFXF, VCIT, IUSB, XLV

Today

0.0%most shared, PFXF and XLV

PFXFVCITIUSBXLV

PFXF—[…][…]0.0%

VCIT[…]—[…][…]

IUSB[…][…]—[…]

XLV0.0%[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+31.2%XLV, at 16.9% volatility

IUSBWorst drop−4.3%3.9% vol

VCITWorst drop−4.9%4.5% vol

PFXFWorst drop−11.8%11.4% vol

XLVWorst drop−10.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLV

−2.0%Year to date+23.2%

6.5%Yield1.4%

+0.6%Past year+31.2%

0.40%Fee0.08%

3–1XLV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026