Compare · 4 funds side by side · dividends reinvested

PFXF, VOO, XLE and SPY

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,404XLE · best of the four

02 / 04

PFXF, VOO, XLE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−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 5, 2026 · returns include dividends · since: PFXF 2012 · VOO 2010 · XLE 1998 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,632

PFXF

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

PFXFMeasureSPY

−3.3%Year to dateJan 1 → Nov 5+8.3%

−0.6%1 yearTotal return+9.7%

+8.5%3 years · per year$10,000 became $12,770 · $18,174+22.0%

+1.2%5 years · per year$10,000 became $10,632 · $17,099+11.3%

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

6.56%Trailing 12-mo yield$656 · $103 a year on $10k1.03%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.6%

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

2–6SPY 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 SPY: Top 5 Holdings

Today

PFXF

23.3%in top 5

SPY

in top 527.7%

PFXFStockSPY

not top 5AAPL7.7%

7.5%STRCnot top 5

not top 5NVDA7.3%

not top 5MSFT6.2%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs SPY Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PFXFSPYFaded: behind in that period

0–4SPY wins

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

PFXF vs XLE

YTD

VanEckPFXF

−3.3%

XLESPDR

+40.6%

−3.3%Year to date+40.6%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y23.3%

6.6%Yield2.5%

$2.1BAssets$42.0B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, VOO, XLE, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLE0.08%$8

SPY0.09%$9

PFXF0.40%$40

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

Yields: PFXF, VOO, XLE, SPY

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

XLE2.47%$247

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

XLE$247 − $8 = $239

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: PFXF, VOO, XLE, SPY

Today

93.5%most shared, VOO and SPY

PFXFVOOXLESPY

PFXF—0.0%0.0%0.0%

VOO0.0%—3.4%93.5%

XLE0.0%3.4%—3.5%

SPY0.0%93.5%3.5%—

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

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

PFXFXLE

−3.3%Year to date+40.6%

6.6%Yield2.5%

−0.6%Past year+45.4%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026