Compare · 3 funds side by side · dividends reinvested

PFXF, XLK and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,003XLK · best of the three

02 / 04

PFXF, XLK and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.47%+23.0%+17.5%+30.2%+18.1%−15.9%27.3%$115B1.9

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 · XLK 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

XLK

State Street Technology Select Sector SPDR ETF · $115B$23,003

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

PFXFMeasureXLK

−0.8%Year to dateJan 1 → Nov 4+23.0%

+0.8%1 yearTotal return+17.5%

+9.7%3 years · per year$10,000 became $13,212 · $22,087+30.2%

+1.8%5 years · per year$10,000 became $10,941 · $23,003+18.1%

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

6.40%Trailing 12-mo yield$640 · $47 a year on $10k0.47%

−11.1%Worst dropSmaller is better−15.9%

11.1%VolatilityLower is calmer27.3%

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

3–5XLK 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 XLK: Top 5 Holdings

Today

PFXF

23.5%in top 5

XLK

in top 551.7%

PFXFStockXLK

not top 5NVDA15.5%

not top 5AAPL15.0%

not top 5MSFT12.0%

7.5%STRCnot top 5

not top 5AVGO4.9%

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5AMD4.4%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs XLK Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

XLKSPDR

+18.1%

5 years, per year

PFXFXLKFaded: behind in that period

0–4XLK wins

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

PFXF vs XLK

YTD

VanEckPFXF

−0.8%

XLKSPDR

+23.0%

−0.8%Year to date+23.0%

−11.1%Worst drop · 1Y−15.9%

11.1%Volatility · 1Y27.3%

6.4%Yield0.5%

$2.2BAssets$115B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, XLK, VGT

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

VGT0.09%$9

PFXF0.40%$40

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

Yields: PFXF, XLK, VGT

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

XLK0.47%$47

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

XLK$47 − $8 = $39

VGT$41 − $9 = $32

KeptFee

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

Overlap: PFXF, XLK, VGT

Today

85.3%most shared, XLK and VGT

PFXFXLKVGT

PFXF—0.0%0.0%

XLK0.0%—85.3%

VGT0.0%85.3%—

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

Return vs Bumpiness: 3 ETFs

+17.5%XLK, at 27.3% volatility

PFXFWorst drop−11.1%11.1% vol

VGTWorst drop−15.8%25.5% vol

XLKWorst drop−15.9%27.3% 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026