Compare · 3 funds side by side · dividends reinvested

PFXF, XLF and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,311VGT · best of the three

02 / 04

PFXF, XLF and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PFXF 2012 · XLF 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

PFXF

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

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

PFXFMeasureXLF

−0.8%Year to dateJan 1 → Nov 4+9.4%

+0.8%1 yearTotal return+15.3%

+9.7%3 years · per year$10,000 became $13,212 · $19,384+24.7%

+1.8%5 years · per year$10,000 became $10,941 · $16,157+10.1%

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

6.40%Trailing 12-mo yield$640 · $140 a year on $10k1.40%

−11.1%Worst dropSmaller is better−14.8%

11.1%VolatilityLower is calmer15.0%

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

3–5XLF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs XLF: Top 5 Holdings

Today

PFXF

23.5%in top 5

XLF

in top 543.4%

PFXFStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

7.5%STRCnot top 5

not top 5MA6.5%

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5BAC4.0%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PFXF vs XLF Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

PFXFXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PFXF vs XLF

YTD

VanEckPFXF

−0.8%

XLFSPDR

+9.4%

−0.8%Year to date+9.4%

−11.1%Worst drop · 1Y−14.8%

11.1%Volatility · 1Y15.0%

6.4%Yield1.4%

$2.2BAssets$54.2B

3–1PFXF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, XLF, VGT

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VGT0.09%$9

PFXF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFXF, XLF, VGT

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

XLF1.40%$140

VGT0.41%$41

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

XLF$140 − $8 = $132

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLF, VGT

Today

0.0%most shared, PFXF and XLF

PFXFXLFVGT

PFXF—0.0%0.0%

XLF0.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.7%VGT, at 25.5% volatility

PFXFWorst drop−11.1%11.1% vol

XLFWorst drop−14.8%15.0% vol

VGTWorst drop−15.8%25.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFVGT

−0.8%Year to date+23.1%

6.4%Yield0.4%

+0.8%Past year+16.7%

0.40%Fee0.09%

3–1VGT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026