Compare · 4 funds side by side · dividends reinvested

PFXF, VOO, XLF and SPY

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

PFXF, VOO, XLF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−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 9, 2026 · returns include dividends · since: PFXF 2012 · VOO 2010 · XLF 1998 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PFXF

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

PFXFMeasureSPY

−2.0%Year to dateJan 1 → Nov 9+11.2%

+0.6%1 yearTotal return+13.5%

+7.7%3 years · per year$10,000 became $12,500 · $18,118+21.9%

+1.4%5 years · per year$10,000 became $10,726 · $17,493+11.8%

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

6.47%Trailing 12-mo yield$647 · $101 a year on $10k1.01%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.7%

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

2–6SPY wins

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 SPY: Top 5 Holdings

Today

PFXF

23.5%in top 5

SPY

in top 527.8%

PFXFStockSPY

not top 5AAPL7.9%

7.6%STRCnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs SPY Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

PFXFSPYFaded: behind in that period

0–4SPY wins

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

PFXF vs XLF

YTD

VanEckPFXF

−2.0%

XLFSPDR

+7.2%

−2.0%Year to date+7.2%

−11.8%Worst drop · 1Y−14.8%

11.4%Volatility · 1Y15.3%

6.5%Yield1.4%

$2.1BAssets$53.4B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, VOO, XLF, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

SPY0.09%$9

PFXF0.40%$40

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

Yields: PFXF, VOO, XLF, SPY

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

XLF1.42%$142

VOO1.07%$107

SPY1.01%$101

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

XLF$142 − $8 = $134

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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

Overlap: PFXF, VOO, XLF, SPY

Today

92.7%most shared, VOO and SPY

PFXFVOOXLFSPY

PFXF—0.0%0.0%0.0%

VOO0.0%—11.3%92.7%

XLF0.0%11.3%—12.6%

SPY0.0%92.7%12.6%—

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

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

PFXFWorst drop−11.8%11.4% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

PFXFVOO

−2.0%Year to date+11.3%

6.5%Yield1.1%

+0.6%Past year+13.6%

0.40%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

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