Compare · 3 funds side by side · dividends reinvested

PFXF, VTI and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,671XLE · best of the three

Story of the three · IncomeMost incomePFXF · 6.54% · $654 a year on $10k

Story of the three · RiskSmallest drop

PFXF, VTI and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+12.1%+12.2%+21.4%+10.6%−8.9%13.9%$689B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$40.9B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−3.0%−1.4%+7.2%+1.2%−11.8%11.5%$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 12, 2026 · returns include dividends · since: PFXF 2012 · VTI 2001 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.9B$26,671

XLE

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,623

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

XLE

More Ways to See the Pairs

XLE vs PFXF: Top 5 Holdings

Today

XLE

58.8%in top 5

PFXF

in top 523.7%

XLEStockPFXF

24.0%XOMnot top 5

18.4%CVXnot top 5

not top 5STRC7.5%

7.2%COPnot top 5

not top 5GOOGM4.7%

Cost, Income and Risk

Fees: PFXF, VTI, XLE

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

XLE0.08%$8

PFXF0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: PFXF, VTI, XLE

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

PFXF

+46.7%Year to dateJan 1 → Nov 12−3.0%

+44.6%1 yearTotal return−1.4%

+19.1%3 years · per year$10,000 became $16,880 · $12,316+7.2%

+21.7%5 years · per year$10,000 became $26,671 · $10,623+1.2%

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

2.37%Trailing 12-mo yield$237 · $654 a year on $10k6.54%

−15.0%Worst dropSmaller is better−11.8%

23.4%VolatilityLower is calmer11.5%

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

5–3XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGN4.7%

4.7%MPCnot top 5

4.6%PSXnot top 5

not top 5SMCIP4.5%

not top 5DUKU2.3%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XLE vs PFXF Returns, Every Period

5Y

SPDRXLE

+21.7%

5 years, per year

PFXFVanEck

+1.2%

5 years, per year

XLEPFXFFaded: behind in that period

4–0XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

XLE vs PFXF

YTD

SPDRXLE

+46.7%

PFXFVanEck

−3.0%

+46.7%Year to date−3.0%

−15.0%Worst drop · 1Y−11.8%

23.4%Volatility · 1Y11.5%

2.4%Yield6.5%

$40.9BAssets$2.1B

3–1PFXF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

XLE2.37%$237

VTI1.06%$106

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

Income After Fees on $10,000

1Y

$614most kept, PFXF

PFXF$654 − $40 = $614

XLE$237 − $8 = $229

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PFXF, VTI, XLE

Today

3.0%most shared, VTI and XLE

PFXFVTIXLE

PFXF—0.0%0.0%

VTI0.0%—3.0%

XLE0.0%3.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.6%XLE, at 23.4% volatility

PFXFWorst drop−11.8%11.5% vol

VTIWorst drop−8.9%13.9% vol

XLEWorst drop−15.0%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−3.0%Year to date+46.7%

6.5%Yield2.4%

−1.4%Past year+44.6%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 12, 2026

+46.7%Year to date+44.8%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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PFXF, VTI and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three