Compare · 4 funds side by side · dividends reinvested

PFXF, VTI, XLE and SPY

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

PFXF, VTI, XLE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.3

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%$778B2.4

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 · VTI 2001 · XLE 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 XLE

YTD

VanEckPFXF

−2.0%

XLESPDR

+41.3%

−2.0%Year to date+41.3%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y23.3%

6.5%Yield2.5%

$2.1BAssets$40.5B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, VTI, XLE, SPY

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

XLE0.08%$8

SPY0.09%$9

PFXF0.40%$40

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

Yields: PFXF, VTI, XLE, SPY

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

XLE2.46%$246

VTI1.06%$106

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

XLE$246 − $8 = $238

VTI$106 − $3 = $103

SPY$101 − $9 = $92

KeptFee

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

Overlap: PFXF, VTI, XLE, SPY

Today

86.0%most shared, VTI and SPY

PFXFVTIXLESPY

PFXF—0.0%0.0%0.0%

VTI0.0%—3.0%86.0%

XLE0.0%3.0%—3.5%

SPY0.0%86.0%3.5%—

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

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

SPYWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

PFXFXLE

−2.0%Year to date+41.3%

6.5%Yield2.5%

+0.6%Past year+44.3%

0.40%Fee0.08%

3–1XLE 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026