Compare · 3 funds side by side · dividends reinvested

PFXF, XLE and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

PFXF, XLE and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.9

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.2B2.3

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 · XLE 1998 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,632

PFXF

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

PFXFMeasureXLE

−3.3%Year to dateJan 1 → Nov 5+40.6%

−0.6%1 yearTotal return+45.4%

+8.5%3 years · per year$10,000 became $12,770 · $15,905+16.7%

+1.2%5 years · per year$10,000 became $10,632 · $25,404+20.5%

0.40%Expense ratio$40 · $8 a year on $10k · lower is better0.08%

6.56%Trailing 12-mo yield$656 · $247 a year on $10k2.47%

−11.8%Worst dropSmaller is better−15.0%

11.4%VolatilityLower is calmer23.3%

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

3–5XLE 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 XLE: Top 5 Holdings

Today

PFXF

23.3%in top 5

XLE

in top 559.2%

PFXFStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

7.5%STRCnot top 5

not top 5COP7.1%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs XLE Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

XLESPDR

+20.5%

5 years, per year

PFXFXLEFaded: behind in that period

0–4XLE wins

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

Sector vs Bonds: PFXF vs BNDX

YTD

VanEckPFXF

−3.3%

BNDXVanguard

+0.8%

−3.3%Year to date+0.8%

−11.8%Worst drop · 1Y−3.2%

11.4%Volatility · 1Y3.8%

6.6%Yield4.6%

$2.2BAssets$82.9B

3–1BNDX wins

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

Cost, Income and Risk

Fees: PFXF, XLE, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

XLE0.08%$8

PFXF0.40%$40

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

Yields: PFXF, XLE, BNDX

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

BNDX4.64%$464

XLE2.47%$247

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

BNDX$464 − $7 = $457

XLE$247 − $8 = $239

KeptFee

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

Overlap: PFXF, XLE, BNDX

Today

0.0%most shared, PFXF and XLE

PFXFXLEBNDX

PFXF—0.0%[…]

XLE0.0%—[…]

BNDX[…][…]—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

BNDXWorst drop−3.2%3.8% vol

PFXFWorst drop−11.8%11.4% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

PFXFXLE

−3.3%Year to date+40.6%

6.6%Yield2.5%

−0.6%Past year+45.4%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026