Compare · 3 funds side by side · dividends reinvested

PFXF, XLE and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

PFXF, XLE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−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 6, 2026 · returns include dividends · since: PFXF 2012 · XLE 1998 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

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

IVVMeasurePFXF

+8.7%Year to dateJan 1 → Nov 6−2.9%

+9.8%1 yearTotal return−0.7%

+21.8%3 years · per year$10,000 became $18,084 · $12,617+8.1%

+11.4%5 years · per year$10,000 became $17,177 · $10,643+1.3%

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.14%Trailing 12-mo yield$114 · $654 a year on $10k6.54%

−8.9%Worst dropSmaller is better−11.8%

13.6%VolatilityLower is calmer11.4%

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

6–2IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs PFXF: Top 5 Holdings

Today

IVV

27.8%in top 5

PFXF

in top 523.4%

IVVStockPFXF

7.9%AAPLnot top 5

not top 5STRC7.6%

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5GOOGN4.7%

not top 5GOOGM4.7%

not top 5SMCIP4.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DUKU2.3%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs PFXF Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

PFXFVanEck

+1.3%

5 years, per year

IVVPFXFFaded: behind in that period

4–0IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Sector: IVV vs PFXF

YTD

iSharesIVV

+8.7%

PFXFVanEck

−2.9%

+8.7%Year to date−2.9%

−8.9%Worst drop · 1Y−11.8%

13.6%Volatility · 1Y11.4%

1.1%Yield6.5%

$853BAssets$2.1B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, XLE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLE0.08%$8

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, XLE, IVV

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

XLE2.47%$247

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

XLE$247 − $8 = $239

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLE, IVV

Today

3.5%most shared, XLE and IVV

PFXFXLEIVV

PFXF—0.0%0.0%

XLE0.0%—3.5%

IVV0.0%3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

IVVWorst drop−8.9%13.6% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.9%Year to date+40.6%

6.5%Yield2.5%

−0.7%Past year+45.0%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026