Compare · 3 funds side by side · dividends reinvested

PFXF, XLK and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,952XLK · best of the three

02 / 04

PFXF, XLK and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$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 5, 2026 · returns include dividends · since: PFXF 2012 · XLK 1998 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,632

PFXF

XLK

State Street Technology Select Sector SPDR ETF · $117B$20,952

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

PFXFMeasureXLK

−3.3%Year to dateJan 1 → Nov 5+13.2%

−0.6%1 yearTotal return+11.1%

+8.5%3 years · per year$10,000 became $12,770 · $20,176+26.4%

+1.2%5 years · per year$10,000 became $10,632 · $20,952+15.9%

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

6.56%Trailing 12-mo yield$656 · $51 a year on $10k0.51%

−11.8%Worst dropSmaller is better−19.6%

11.4%VolatilityLower is calmer28.5%

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

3–5XLK wins

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

More Ways to See the Pairs

PFXF vs XLK: Top 5 Holdings

Today

PFXF

23.3%in top 5

XLK

in top 552.7%

PFXFStockXLK

not top 5AAPL15.8%

not top 5NVDA15.0%

not top 5MSFT12.8%

7.5%STRCnot top 5

not top 5AVGO4.8%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5AMD4.5%

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PFXF vs XLK Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

XLKSPDR

+15.9%

5 years, per year

PFXFXLKFaded: behind in that period

0–4XLK wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs SGOV

YTD

VanEckPFXF

−3.3%

SGOViShares

+3.1%

−3.3%Year to date+3.1%

−11.8%Worst drop · 1Y+0.0%

11.4%Volatility · 1Y0.2%

6.6%Yield3.6%

$2.2BAssets$117B

3–1SGOV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, XLK, SGOV

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

SGOV0.09%$9

PFXF0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFXF, XLK, SGOV

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

SGOV3.63%$363

XLK0.51%$51

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

SGOV$363 − $9 = $354

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLK, SGOV

Today

0.0%most shared, PFXF and XLK

PFXFXLKSGOV

PFXF—0.0%[…]

XLK0.0%—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.1%XLK, at 28.5% volatility

SGOVWorst drop0.0%0.2% vol

PFXFWorst drop−11.8%11.4% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLK

−3.3%Year to date+13.2%

6.6%Yield0.5%

−0.6%Past year+11.1%

0.40%Fee0.08%

3–1XLK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026