Compare · 3 funds side by side · dividends reinvested

PFXF, XLE and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,316XLE · best of the three

Story of the three · IncomeMost incomePFXF · 6.48% · $648 a year on $10k

Story of the three · RiskSmallest drop

PFXF, XLE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.9B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.48%−2.0%−0.4%+7.3%+1.4%−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 11, 2026 · returns include dividends · since: PFXF 2012 · XLE 1998 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.9B$26,316

XLE

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,733

$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

58.9%in top 5

PFXF

in top 523.4%

XLEStockPFXF

24.1%XOMnot top 5

18.5%CVXnot top 5

not top 5STRC7.6%

7.2%COPnot top 5

not top 5GOOGM4.7%

Cost, Income and Risk

Fees: PFXF, XLE, SPY

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SPY0.09%$9

PFXF0.40%$40

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PFXF, XLE, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

PFXF

+44.5%Year to dateJan 1 → Nov 11−2.0%

+44.3%1 yearTotal return−0.4%

+17.6%3 years · per year$10,000 became $16,257 · $12,371+7.3%

+21.4%5 years · per year$10,000 became $26,316 · $10,733+1.4%

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

2.40%Trailing 12-mo yield$240 · $648 a year on $10k6.48%

−15.0%Worst dropSmaller is better−11.8%

23.3%VolatilityLower is calmer11.4%

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

5–3XLE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGN4.7%

4.6%MPCnot top 5

4.5%PSXnot top 5

not top 5SMCIP4.2%

not top 5DUKU2.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XLE vs PFXF Returns, Every Period

5Y

SPDRXLE

+21.4%

5 years, per year

PFXFVanEck

+1.4%

5 years, per year

XLEPFXFFaded: behind in that period

4–0XLE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

XLE vs PFXF

YTD

SPDRXLE

+44.5%

PFXFVanEck

−2.0%

+44.5%Year to date−2.0%

−15.0%Worst drop · 1Y−11.8%

23.3%Volatility · 1Y11.4%

2.4%Yield6.5%

$40.9BAssets$2.1B

3–1PFXF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

6.48%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.48%$648

XLE2.40%$240

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$608most kept, PFXF

PFXF$648 − $40 = $608

XLE$240 − $8 = $232

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLE, SPY

Today

3.5%most shared, XLE and SPY

PFXFXLESPY

PFXF—0.0%0.0%

XLE0.0%—3.5%

SPY0.0%3.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.3%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

SPYWorst drop−8.9%13.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−2.0%Year to date+44.5%

6.5%Yield2.4%

−0.4%Past year+44.3%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 11, 2026

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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PFXF, XLE and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three