Compare · 4 funds side by side · dividends reinvested

PFXF, XLE, VIG and XLF

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,590XLE · best of the four

Story of the four · IncomeMost incomePFXF · 6.58% · $658 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%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.58%−3.6%−2.2%+6.9%+1.0%−12.1%11.5%$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 13, 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$10,524

PFXF

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PFXF vs XLF: Top 5 Holdings

Today

PFXF

23.7%in top 5

XLF

in top 543.6%

PFXFStockXLF

not top 5BRK-B13.3%

not top 5JPM11.1%

not top 5V8.8%

7.5%STRCnot top 5

not top 5MA6.5%

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 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,980

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

PFXFMeasureXLF

−3.6%Year to dateJan 1 → Nov 13+8.5%

−2.2%1 yearTotal return+11.1%

+6.9%3 years · per year$10,000 became $12,215 · $18,263+22.2%

+1.0%5 years · per year$10,000 became $10,524 · $15,980+9.8%

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

6.58%Trailing 12-mo yield$658 · $141 a year on $10k1.41%

−12.1%Worst dropSmaller is better−14.8%

11.5%VolatilityLower is calmer15.3%

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

3–5XLF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.7%GOOGMnot top 5

4.7%GOOGNnot top 5

4.5%SMCIPnot top 5

not top 5BAC4.0%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

PFXF vs XLF Returns, Every Period

5Y

VanEckPFXF

+1.0%

5 years, per year

XLFSPDR

+9.8%

5 years, per year

PFXFXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

PFXF vs XLE

YTD

VanEckPFXF

−3.6%

XLESPDR

+48.2%

−3.6%Year to date+48.2%

−12.1%Worst drop · 1Y−15.0%

11.5%Volatility · 1Y23.3%

6.6%Yield2.3%

$2.1BAssets$41.6B

3–1PFXF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: PFXF, XLE, VIG, XLF

1Y

6.58%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.58%$658

XLE2.35%$235

VIG1.45%$145

XLF1.41%$141

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$618most kept, PFXF

PFXF$658 − $40 = $618

XLE$235 − $8 = $227

VIG$145 − $4 = $141

XLF$141 − $8 = $133

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+48.0%XLE, at 23.3% volatility

VIGWorst drop−7.9%11.0% vol

PFXFWorst drop−12.1%11.5% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLE

−3.6%Year to date+48.2%

6.6%Yield2.3%

−2.2%Past year+48.0%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 13, 2026

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 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