Compare · 3 funds side by side · dividends reinvested

PFXF, XLF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

PFXF, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.3

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.48%−2.0%−0.1%+9.3%+1.5%−11.1%11.1%$2.2B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: PFXF 2012 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

VOOMeasureXLF

+11.5%Year to dateJan 1 → Nov 3+5.7%

+11.9%1 yearTotal return+10.9%

+24.1%3 years · per year$10,000 became $19,094 · $19,057+24.0%

+12.2%5 years · per year$10,000 became $17,749 · $15,353+9.0%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.07%Trailing 12-mo yield$107 · $144 a year on $10k1.44%

−8.9%Worst dropSmaller is better−14.8%

12.7%VolatilityLower is calmer14.6%

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

7–1VOO wins

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

More Ways to See the Pairs

VOO vs XLF: Top 5 Holdings

Today

VOO

28.3%in top 5

XLF

in top 543.3%

VOOStockXLF

not top 5BRK-B12.6%

not top 5JPM11.4%

not top 5V8.7%

8.4%NVDAnot top 5

7.4%AAPLnot top 5

not top 5MA6.4%

5.8%MSFTnot top 5

not top 5BAC4.1%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common11.3%

End-of-day Nov 3, 2026 · share of each fund

VOO vs XLF Returns, Every Period

VanguardVOO

+12.2%

5 years, per year

XLFSPDR

+9.0%

5 years, per year

VOOXLFFaded: behind in that period

4–0VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Sector: VOO vs PFXF

YTD

VanguardVOO

+11.5%

PFXFVanEck

−2.0%

+11.5%Year to date−2.0%

−8.9%Worst drop · 1Y−11.1%

12.7%Volatility · 1Y11.1%

1.1%Yield6.5%

$1.00TAssets$2.2B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, XLF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

PFXF0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFXF, XLF, VOO

6.48%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.48%$648

XLF1.44%$144

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$608most kept, PFXF

PFXF$648 − $40 = $608

XLF$144 − $8 = $136

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLF, VOO

Today

11.3%most shared, XLF and VOO

PFXFXLFVOO

PFXF—0.0%0.0%

XLF0.0%—11.3%

VOO0.0%11.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

PFXFWorst drop−11.1%11.1% vol

VOOWorst drop−8.9%12.7% vol

XLFWorst drop−14.8%14.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFVOO

−2.0%Year to date+11.5%

6.5%Yield1.1%

−0.1%Past year+11.9%

0.40%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026