Compare · 3 funds side by side · dividends reinvested

PFXF, XLV and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,979XLV · best of the three

02 / 04

PFXF, XLV and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+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 6, 2026 · returns include dividends · since: PFXF 2012 · XLV 1998 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

PFXF

XLV

State Street Health Care Select Sector SPDR ETF · $50.9B$14,979

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

PFXFMeasureXLV

−2.9%Year to dateJan 1 → Nov 6+20.9%

−0.7%1 yearTotal return+29.0%

+8.1%3 years · per year$10,000 became $12,617 · $15,566+15.9%

+1.3%5 years · per year$10,000 became $10,643 · $14,979+8.4%

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

6.54%Trailing 12-mo yield$654 · $138 a year on $10k1.38%

−11.8%Worst dropSmaller is better−10.5%

11.4%VolatilityLower is calmer16.8%

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

2–6XLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs XLV: Top 5 Holdings

Today

PFXF

23.4%in top 5

XLV

in top 544.4%

PFXFStockXLV

not top 5LLY16.3%

not top 5JNJ9.8%

7.6%STRCnot top 5

not top 5ABBV7.6%

not top 5MRK5.4%

not top 5UNH5.3%

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.1%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PFXF vs XLV Returns, Every Period

VanEckPFXF

+1.3%

5 years, per year

XLVSPDR

+8.4%

5 years, per year

PFXFXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs SGOV

YTD

VanEckPFXF

−2.9%

SGOViShares

+3.2%

−2.9%Year to date+3.2%

−11.8%Worst drop · 1Y+0.0%

11.4%Volatility · 1Y0.2%

6.5%Yield3.6%

$2.1BAssets$117B

3–1SGOV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, XLV, SGOV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

SGOV0.09%$9

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, XLV, SGOV

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

SGOV3.63%$363

XLV1.38%$138

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

SGOV$363 − $9 = $354

XLV$138 − $8 = $130

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, XLV, SGOV

Today

0.0%most shared, PFXF and XLV

PFXFXLVSGOV

PFXF—0.0%[…]

XLV0.0%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.0%XLV, at 16.8% volatility

SGOVWorst drop0.0%0.2% vol

PFXFWorst drop−11.8%11.4% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLV

−2.9%Year to date+20.9%

6.5%Yield1.4%

−0.7%Past year+29.0%

0.40%Fee0.08%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026