Compare · 3 funds side by side · dividends reinvested

PFXF, VOO and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

PFXF, VOO and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFXF 2012 · VOO 2010 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

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

XLEMeasurePFXF

+40.6%Year to dateJan 1 → Nov 6−2.9%

+45.0%1 yearTotal return−0.7%

+16.8%3 years · per year$10,000 became $15,939 · $12,617+8.1%

+20.7%5 years · per year$10,000 became $25,568 · $10,643+1.3%

0.08%Expense ratio$8 · $40 a year on $10k · lower is better0.40%

2.47%Trailing 12-mo yield$247 · $654 a year on $10k6.54%

−15.0%Worst dropSmaller is better−11.8%

23.3%VolatilityLower is calmer11.4%

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

5–3XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs PFXF: Top 5 Holdings

Today

XLE

59.5%in top 5

PFXF

in top 523.4%

XLEStockPFXF

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5STRC7.6%

7.3%COPnot top 5

not top 5GOOGN4.7%

not top 5GOOGM4.7%

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5SMCIP4.1%

not top 5DUKU2.3%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XLE vs PFXF Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

PFXFVanEck

+1.3%

5 years, per year

XLEPFXFFaded: behind in that period

4–0XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs PFXF

YTD

SPDRXLE

+40.6%

PFXFVanEck

−2.9%

+40.6%Year to date−2.9%

−15.0%Worst drop · 1Y−11.8%

23.3%Volatility · 1Y11.4%

2.5%Yield6.5%

$42.0BAssets$2.1B

3–1PFXF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, VOO, XLE

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLE0.08%$8

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, VOO, XLE

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

XLE2.47%$247

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

XLE$247 − $8 = $239

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, VOO, XLE

Today

3.4%most shared, VOO and XLE

PFXFVOOXLE

PFXF—0.0%0.0%

VOO0.0%—3.4%

XLE0.0%3.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

VOOWorst drop−8.9%13.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.9%Year to date+40.6%

6.5%Yield2.5%

−0.7%Past year+45.0%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026