Compare · 4 funds side by side · dividends reinvested

PFXF, XLE, MUB and XLF

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,622XLE · best of the four

Story of the four · IncomeMost incomePFXF · 6.53% · $653 a year on $10k

Story of the four · RiskSmallest drop

PFXF, XLE, MUB and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B2.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$55.1B2.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.4

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.53%−2.8%−0.4%+6.8%+1.3%−11.8%11.4%$2.1B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PFXF 2012 · XLE 1998 · MUB 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,649

PFXF

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PFXF vs XLE: Top 5 Holdings

Today

PFXF

23.4%in top 5

XLE

in top 559.2%

PFXFStockXLE

not top 5XOM24.2%

not top 5CVX18.6%

7.5%STRCnot top 5

not top 5COP7.2%

4.6%GOOGMnot top 5

Cost, Income and Risk

Fees: PFXF, XLE, MUB, XLF

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

XLE0.08%$8

XLF0.08%$8

PFXF0.40%$40

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

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,622

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

PFXFMeasureXLE

−2.8%Year to dateJan 1 → Nov 10+41.9%

−0.4%1 yearTotal return+42.9%

+6.8%3 years · per year$10,000 became $12,175 · $15,781+16.4%

+1.3%5 years · per year$10,000 became $10,649 · $25,622+20.7%

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

6.53%Trailing 12-mo yield$653 · $245 a year on $10k2.45%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%GOOGNnot top 5

not top 5MPC4.6%

not top 5PSX4.6%

4.2%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

PFXF vs XLE Returns, Every Period

5Y

VanEckPFXF

+1.3%

5 years, per year

XLESPDR

+20.7%

5 years, per year

PFXFXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs MUB

YTD

VanEckPFXF

−2.8%

MUBiShares

+0.3%

−2.8%Year to date+0.3%

−11.8%Worst drop · 1Y−6.3%

11.4%Volatility · 1Y3.8%

6.5%Yield3.3%

$2.1BAssets$55.1B

3–1MUB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PFXF, XLE, MUB, XLF

1Y

6.53%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.53%$653

MUB3.28%$328

XLE2.45%$245

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$613most kept, PFXF

PFXF$653 − $40 = $613

MUB$328 − $5 = $323

XLE$245 − $8 = $237

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLE, MUB, XLF

Today

0.0%most shared, PFXF and XLE

PFXFXLEMUBXLF

PFXF—0.0%[…]0.0%

XLE0.0%—[…]0.0%

MUB[…][…]—[…]

XLF0.0%0.0%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+42.9%XLE, at 23.3% volatility

MUBWorst drop−6.3%3.8% vol

PFXFWorst drop−11.8%11.4% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.8%Year to date+41.9%

6.5%Yield2.4%

−0.4%Past year+42.9%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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PFXF, XLE, MUB and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four