Compare · 4 funds side by side · dividends reinvested

PFXF, XLE, SGOV and BND

PFXFVanEck×XLESPDR×SGOViShares×BNDVanguard×

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

02 / 04

PFXF, XLE, SGOV and BND, 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%$44.1B2.3

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.5

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.2B3.0

Rank among the four1st → 4thFee, 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 · SGOV 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

SGOV

XLE

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

$10,000 five years ago, dividends reinvested

SGOVMeasureXLE

+3.1%Year to dateJan 1 → Nov 5+40.6%

+3.7%1 yearTotal return+45.4%

+4.5%3 years · per year$10,000 became $11,417 · $15,905+16.7%

+3.9%5 years · per year$10,000 became $12,086 · $25,404+20.5%

0.09%Expense ratio$9 · $8 a year on $10k · lower is better0.08%

3.63%Trailing 12-mo yield$363 · $247 a year on $10k2.47%

0.0%Worst dropSmaller is better−15.0%

0.2%VolatilityLower is calmer23.3%

SGOVXLE 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

SGOV vs XLE: Top 5 Holdings

Today

SGOV

[…]in top 5

XLE

in top 559.2%

SGOVStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

not top 5PSX4.6%

not top 5MPC4.5%

Held in common[…]

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

SGOV vs XLE Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

XLESPDR

+20.5%

5 years, per year

SGOVXLEFaded: behind in that period

0–4XLE wins

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

Bonds vs Sector: SGOV vs PFXF

YTD

iSharesSGOV

+3.1%

PFXFVanEck

−3.3%

+3.1%Year to date−3.3%

+0.0%Worst drop · 1Y−11.8%

0.2%Volatility · 1Y11.4%

3.6%Yield6.6%

$117BAssets$2.2B

3–1SGOV wins

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

Cost, Income and Risk

Fees: PFXF, XLE, SGOV, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

XLE0.08%$8

SGOV0.09%$9

PFXF0.40%$40

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

Yields: PFXF, XLE, SGOV, BND

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

BND4.12%$412

SGOV3.63%$363

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

BND$412 − $3 = $409

SGOV$363 − $9 = $354

XLE$247 − $8 = $239

KeptFee

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

Overlap: PFXF, XLE, SGOV, BND

Today

0.0%most shared, PFXF and XLE

PFXFXLESGOVBND

PFXF—0.0%[…][…]

XLE0.0%—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

SGOVWorst drop0.0%0.2% vol

BNDWorst drop−4.5%4.0% 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 Four

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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