Compare · 3 funds side by side · dividends reinvested

PFXF, VFH and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

PFXF, VFH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.8

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.8%+11.2%+23.6%+9.1%−14.7%15.4%$12.7B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.2B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: PFXF 2012 · VFH 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,632

PFXF

VFH

Vanguard Financials ETF · $12.7B$15,434

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

PFXFMeasureVFH

−3.3%Year to dateJan 1 → Nov 5+5.8%

−0.6%1 yearTotal return+11.2%

+8.5%3 years · per year$10,000 became $12,770 · $18,873+23.6%

+1.2%5 years · per year$10,000 became $10,632 · $15,434+9.1%

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

6.56%Trailing 12-mo yield$656 · $169 a year on $10k1.69%

−11.8%Worst dropSmaller is better−14.7%

11.4%VolatilityLower is calmer15.4%

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

3–5VFH wins

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

More Ways to See the Pairs

PFXF vs VFH: Top 5 Holdings

Today

PFXF

23.3%in top 5

VFH

in top 535.3%

PFXFStockVFH

not top 5JPM10.4%

not top 5BRK-B8.3%

7.5%STRCnot top 5

not top 5V7.1%

not top 5MA5.3%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5BAC4.2%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PFXF vs VFH Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

VFHVanguard

+9.1%

5 years, per year

PFXFVFHFaded: behind in that period

0–4VFH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PFXF vs VFH

YTD

VanEckPFXF

−3.3%

VFHVanguard

+5.8%

−3.3%Year to date+5.8%

−11.8%Worst drop · 1Y−14.7%

11.4%Volatility · 1Y15.4%

6.6%Yield1.7%

$2.2BAssets$12.7B

3–1PFXF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, VFH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VFH0.09%$9

PFXF0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFXF, VFH, XLF

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

VFH1.69%$169

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

VFH$169 − $9 = $160

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFXF, VFH, XLF

Today

85.0%most shared, VFH and XLF

PFXFVFHXLF

PFXF—0.0%0.0%

VFH0.0%—85.0%

XLF0.0%85.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.4%XLF, at 15.3% volatility

PFXFWorst drop−11.8%11.4% vol

XLFWorst drop−14.8%15.3% vol

VFHWorst drop−14.7%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLF

−3.3%Year to date+6.3%

6.6%Yield1.4%

−0.6%Past year+11.4%

0.40%Fee0.08%

3–1XLF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026