Compare · 4 funds side by side · dividends reinvested

PFXF, XLE, VIG 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, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.8

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

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.53%−2.8%−0.4%+6.8%+1.3%−11.8%11.4%$2.1B3.1

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 · VIG 2006 · 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

More Ways to See the Pairs

PFXF vs VIG: Top 5 Holdings

Today

PFXF

23.4%in top 5

VIG

in top 522.1%

PFXFStockVIG

7.5%STRCnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%GOOGMnot top 5

4.6%GOOGNnot top 5

Cost, Income and Risk

Fees: PFXF, XLE, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

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

PFXFMeasureVIG

−2.8%Year to dateJan 1 → Nov 10+15.1%

−0.4%1 yearTotal return+17.8%

+6.8%3 years · per year$10,000 became $12,175 · $16,696+18.6%

+1.3%5 years · per year$10,000 became $10,649 · $16,583+10.6%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

6.53%Trailing 12-mo yield$653 · $146 a year on $10k1.46%

−11.8%Worst dropSmaller is better−7.9%

11.4%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AVGO4.3%

4.2%SMCIPnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs VIG Returns, Every Period

5Y

VanEckPFXF

+1.3%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

PFXFVIGFaded: behind in that period

0–4VIG wins

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

PFXF vs XLE

YTD

VanEckPFXF

−2.8%

XLESPDR

+41.9%

−2.8%Year to date+41.9%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y23.3%

6.5%Yield2.4%

$2.1BAssets$40.5B

3–1PFXF wins

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

Yields: PFXF, XLE, VIG, XLF

1Y

6.53%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.53%$653

XLE2.45%$245

VIG1.46%$146

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

XLE$245 − $8 = $237

VIG$146 − $4 = $142

XLF$142 − $8 = $134

KeptFee

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

Overlap: PFXF, XLE, VIG, XLF

Today

19.5%most shared, VIG and XLF

PFXFXLEVIGXLF

PFXF—0.0%0.0%0.0%

XLE0.0%—3.5%0.0%

VIG0.0%3.5%—19.5%

XLF0.0%0.0%19.5%—

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

VIGWorst drop−7.9%11.0% 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

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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PFXF, XLE, VIG and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four