Compare · 3 funds side by side · dividends reinvested

PFXF, XLF and SCHD

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomePFXF · 6.54% · $654 a year on $10k

Story of the three · RiskSmallest drop

PFXF, XLF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B2.3

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−3.0%−1.4%+7.2%+1.2%−11.8%11.5%$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 12, 2026 · returns include dividends · since: PFXF 2012 · XLF 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $54.1B$15,861

XLF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

XLF

More Ways to See the Pairs

XLF vs SCHD: Top 5 Holdings

Today

XLF

43.6%in top 5

SCHD

in top 521.7%

XLFStockSCHD

13.3%BRK-Bnot top 5

11.1%JPMnot top 5

8.8%Vnot top 5

6.5%MAnot top 5

not top 5TXN4.7%

Cost, Income and Risk

Fees: PFXF, XLF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

PFXF0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: PFXF, XLF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+7.6%Year to dateJan 1 → Nov 12+34.2%

+11.1%1 yearTotal return+36.8%

+22.0%3 years · per year$10,000 became $18,140 · $17,257+19.9%

+9.7%5 years · per year$10,000 became $15,861 · $16,429+10.4%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.42%Trailing 12-mo yield$142 · $293 a year on $10k2.93%

−14.8%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%BACnot top 5

Held in common3.4%

End-of-day Nov 12, 2026 · share of each fund

XLF vs SCHD Returns, Every Period

5Y

SPDRXLF

+9.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLFSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

XLF vs PFXF

YTD

SPDRXLF

+7.6%

PFXFVanEck

−3.0%

+7.6%Year to date−3.0%

−14.8%Worst drop · 1Y−11.8%

15.3%Volatility · 1Y11.5%

1.4%Yield6.5%

$54.1BAssets$2.1B

3–1PFXF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

SCHD2.93%$293

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$614most kept, PFXF

PFXF$654 − $40 = $614

SCHD$293 − $6 = $287

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLF, SCHD

Today

3.4%most shared, XLF and SCHD

PFXFXLFSCHD

PFXF—0.0%0.0%

XLF0.0%—3.4%

SCHD0.0%3.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

PFXFWorst drop−11.8%11.5% vol

SCHDWorst drop−6.9%11.7% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSCHD

−3.0%Year to date+34.2%

6.5%Yield2.9%

−1.4%Past year+36.8%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

PFXF, XLF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three