Compare · 4 funds side by side · dividends reinvested

PFXF, XLK, VGT and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,404XLE · best of the four

02 / 04

PFXF, XLK, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.6

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.6

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.2B2.9

Rank among the four1st → 4thFee, 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 · VGT 2004 · XLE 1998

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

PFXF vs XLE

YTD

VanEckPFXF

−3.3%

XLESPDR

+40.6%

−3.3%Year to date+40.6%

−11.8%Worst drop · 1Y−15.0%

11.4%Volatility · 1Y23.3%

6.6%Yield2.5%

$2.2BAssets$44.1B

3–1PFXF wins

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

Cost, Income and Risk

Fees: PFXF, XLK, VGT, XLE

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

XLE0.08%$8

VGT0.09%$9

PFXF0.40%$40

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

Yields: PFXF, XLK, VGT, XLE

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

XLE2.47%$247

XLK0.51%$51

VGT0.44%$44

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

XLE$247 − $8 = $239

XLK$51 − $8 = $43

VGT$44 − $9 = $35

KeptFee

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

Overlap: PFXF, XLK, VGT, XLE

Today

85.2%most shared, XLK and VGT

PFXFXLKVGTXLE

PFXF—0.0%0.0%0.0%

XLK0.0%—85.2%0.0%

VGT0.0%85.2%—0.0%

XLE0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

PFXFWorst drop−11.8%11.4% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% 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

PFXFXLE

−3.3%Year to date+40.6%

6.6%Yield2.5%

−0.6%Past year+45.4%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026