Compare · 3 funds side by side · dividends reinvested

PFXF, XLF and VTI

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,678VTI · best of the three

Story of the three · IncomeMost incomePFXF · 6.48% · $648 a year on $10k

Story of the three · RiskSmallest drop

PFXF, XLF and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B2.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.48%−2.0%−0.4%+7.3%+1.4%−11.8%11.4%$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 11, 2026 · returns include dividends · since: PFXF 2012 · XLF 1998 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,733

PFXF

XLF

State Street Financial Select Sector SPDR ETF · $54.1B$15,765

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

PFXF

More Ways to See the Pairs

PFXF vs XLF: Top 5 Holdings

Today

PFXF

23.4%in top 5

XLF

in top 543.6%

PFXFStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.8%

7.6%STRCnot top 5

not top 5MA6.5%

Cost, Income and Risk

Fees: PFXF, XLF, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

XLF0.08%$8

PFXF0.40%$40

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PFXF, XLF, VTI

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

XLF

−2.0%Year to dateJan 1 → Nov 11+8.4%

−0.4%1 yearTotal return+12.4%

+7.3%3 years · per year$10,000 became $12,371 · $18,242+22.2%

+1.4%5 years · per year$10,000 became $10,733 · $15,765+9.5%

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

6.48%Trailing 12-mo yield$648 · $141 a year on $10k1.41%

−11.8%Worst dropSmaller is better−14.8%

11.4%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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.7%GOOGMnot top 5

4.7%GOOGNnot top 5

4.2%SMCIPnot top 5

not top 5BAC4.0%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

PFXF vs XLF Returns, Every Period

5Y

VanEckPFXF

+1.4%

5 years, per year

XLFSPDR

+9.5%

5 years, per year

PFXFXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PFXF vs XLF

YTD

VanEckPFXF

−2.0%

XLFSPDR

+8.4%

−2.0%Year to date+8.4%

−11.8%Worst drop · 1Y−14.8%

11.4%Volatility · 1Y15.3%

6.5%Yield1.4%

$2.1BAssets$54.1B

3–1PFXF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

6.48%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.48%$648

XLF1.41%$141

VTI1.05%$106

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$608most kept, PFXF

PFXF$648 − $40 = $608

XLF$141 − $8 = $133

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLF, VTI

Today

10.1%most shared, XLF and VTI

PFXFXLFVTI

PFXF—0.0%0.0%

XLF0.0%—10.1%

VTI0.0%10.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%VTI, at 13.9% volatility

PFXFWorst drop−11.8%11.4% vol

VTIWorst drop−8.9%13.9% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFVTI

−2.0%Year to date+12.6%

6.5%Yield1.1%

−0.4%Past year+13.0%

0.40%Fee0.03%

3–1VTI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

PFXF, XLF and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three