Compare · 3 funds side by side · dividends reinvested

PFXF, XLE and VIG

02 / 04

−0.1%

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

Story of the three · IncomeMost incomePFXF · 6.58% · $658 a year on $10k

Story of the three · RiskSmallest drop

PFXF, XLE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.58%−3.6%−2.2%+6.9%+1.0%−12.1%11.5%$2.1B2.5

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,513

VIG

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,524

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

VIG

More Ways to See the Pairs

VIG vs PFXF: Top 5 Holdings

Today

VIG

22.1%in top 5

PFXF

in top 523.7%

VIGStockPFXF

not top 5STRC7.5%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5GOOGM4.7%

not top 5GOOGN

Cost, Income and Risk

Fees: PFXF, XLE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLE0.08%$8

PFXF0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PFXF, XLE, VIG

Popular Pairs Near These Three

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%

Measure

PFXF

+16.0%Year to dateJan 1 → Nov 13−3.6%

+16.3%1 yearTotal return−2.2%

+18.9%3 years · per year$10,000 became $16,797 · $12,215+6.9%

+10.6%5 years · per year$10,000 became $16,513 · $10,524+1.0%

0.04%Expense ratio$4 · $40 a year on $10k · lower is better0.40%

1.45%Trailing 12-mo yield$145 · $658 a year on $10k6.58%

−7.9%Worst dropSmaller is better−12.1%

11.0%VolatilityLower is calmer11.5%

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

7–1VIG wins

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

4.7%

not top 5SMCIP4.5%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5DUKU2.3%

Held in common0.0%

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

VIG vs PFXF Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

PFXFVanEck

+1.0%

5 years, per year

VIGPFXFFaded: behind in that period

4–0VIG wins

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

Income vs Sector: VIG vs PFXF

YTD

VanguardVIG

+16.0%

PFXFVanEck

−3.6%

+16.0%Year to date−3.6%

−7.9%Worst drop · 1Y−12.1%

11.0%Volatility · 1Y11.5%

1.4%Yield6.6%

$109BAssets$2.1B

3–1VIG wins

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

1Y

6.58%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.58%$658

XLE2.35%$235

VIG1.45%$145

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

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLE, VIG

Today

3.5%most shared, XLE and VIG

PFXFXLEVIG

PFXF—0.0%0.0%

XLE0.0%—3.5%

VIG0.0%3.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

VIGWorst drop−7.9%11.0% vol

PFXFWorst drop−12.1%11.5% 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 and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three