Compare · 3 funds side by side · dividends reinvested

PFXF, XLF and VYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,258VYM · best of the three

Story of the three · IncomeMost incomePFXF · 6.53% · $653 a year on $10k

Story of the three · RiskSmallest drop

PFXF, XLF and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.9%+19.4%+19.6%+11.5%−6.7%10.8%$78.9B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.3

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.53%−2.8%−0.4%+6.8%+1.3%−11.8%11.4%$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 10, 2026 · returns include dividends · since: PFXF 2012 · XLF 1998 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,649

PFXF

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

$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-B13.1%

not top 5JPM11.1%

not top 5V8.8%

7.5%STRCnot top 5

not top 5MA6.5%

Cost, Income and Risk

Fees: PFXF, XLF, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

XLF0.08%$8

PFXF0.40%$40

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

Yields: PFXF, XLF, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

XLF

−2.8%Year to dateJan 1 → Nov 10+7.7%

−0.4%1 yearTotal return+12.2%

+6.8%3 years · per year$10,000 became $12,175 · $18,086+21.8%

+1.3%5 years · per year$10,000 became $10,649 · $15,733+9.5%

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

6.53%Trailing 12-mo yield$653 · $142 a year on $10k1.42%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%GOOGMnot top 5

4.6%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 10, 2026 · share of each fund

PFXF vs XLF Returns, Every Period

5Y

VanEckPFXF

+1.3%

5 years, per year

XLFSPDR

+9.5%

5 years, per year

PFXFXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs VYM

YTD

VanEckPFXF

−2.8%

VYMVanguard

+15.9%

−2.8%Year to date+15.9%

−11.8%Worst drop · 1Y−6.7%

11.4%Volatility · 1Y10.8%

6.5%Yield2.2%

$2.1BAssets$78.9B

3–1VYM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

6.53%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.53%$653

VYM2.25%$225

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$613most kept, PFXF

PFXF$653 − $40 = $613

VYM$225 − $4 = $221

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLF, VYM

Today

18.2%most shared, XLF and VYM

PFXFXLFVYM

PFXF—0.0%0.0%

XLF0.0%—18.2%

VYM0.0%18.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.4%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

PFXFWorst drop−11.8%11.4% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFVYM

−2.8%Year to date+15.9%

6.5%Yield2.2%

−0.4%Past year+19.4%

0.40%Fee0.04%

3–1VYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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PFXF, XLF and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three