Compare · 3 funds side by side · dividends reinvested

PFXF, VTI and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

PFXF, VTI and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$469B2.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−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 5, 2026 · returns include dividends · since: PFXF 2012 · VTI 2001 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

PFXF

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

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

PFXFMeasureVTI

−3.3%Year to dateJan 1 → Nov 5+8.4%

−0.6%1 yearTotal return+9.9%

+8.5%3 years · per year$10,000 became $12,770 · $18,113+21.9%

+1.2%5 years · per year$10,000 became $10,632 · $16,332+10.3%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

6.56%Trailing 12-mo yield$656 · $110 a year on $10k1.10%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.7%

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

2–6VTI 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 VTI: Top 5 Holdings

Today

PFXF

23.3%in top 5

VTI

in top 525.0%

PFXFStockVTI

7.5%STRCnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs VTI Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

VTIVanguard

+10.3%

5 years, per year

PFXFVTIFaded: behind in that period

0–4VTI wins

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

Sector vs Core: PFXF vs VTI

YTD

VanEckPFXF

−3.3%

VTIVanguard

+8.4%

−3.3%Year to date+8.4%

−11.8%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y13.7%

6.6%Yield1.1%

$2.1BAssets$689B

2–2level

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

Cost, Income and Risk

Fees: PFXF, VTI, QQQ

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

QQQ0.18%$18

PFXF0.40%$40

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

Yields: PFXF, VTI, QQQ

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

VTI1.10%$110

QQQ0.48%$48

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

VTI$110 − $3 = $107

QQQ$48 − $18 = $30

KeptFee

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

Overlap: PFXF, VTI, QQQ

Today

49.9%most shared, VTI and QQQ

PFXFVTIQQQ

PFXF—0.0%0.0%

VTI0.0%—49.9%

QQQ0.0%49.9%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

PFXFWorst drop−11.8%11.4% vol

VTIWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

PFXFVTI

−3.3%Year to date+8.4%

6.6%Yield1.1%

−0.6%Past year+9.9%

0.40%Fee0.03%

3–1VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 5, 2026