Compare · 3 funds side by side · dividends reinvested

PFXF, XLV and SGOV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,419XLV · best of the three

Story of the three · IncomeMost incomePFXF · 6.58% · $658 a year on $10k

Story of the three · RiskSmallest drop

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%1.35%+23.5%+25.6%+15.7%+9.0%−10.5%16.8%$50.5B1.6

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%6.58%−3.6%−2.2%+6.9%+1.0%−12.1%11.5%$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 13, 2026 · returns include dividends · since: PFXF 2012 · XLV 1998 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,524

PFXF

XLV

State Street Health Care Select Sector SPDR ETF · $50.5B$15,419

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

PFXF

More Ways to See the Pairs

PFXF vs XLV: Top 5 Holdings

Today

PFXF

23.7%in top 5

XLV

in top 544.9%

PFXFStockXLV

not top 5LLY16.8%

not top 5JNJ9.9%

not top 5ABBV7.6%

7.5%STRCnot top 5

not top 5MRK5.3%

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 13, 2026 · fee on $10,000 a year

Yields: PFXF, XLV, SGOV

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.2%

+3.2%Year to date+3.2%

3.6%Yield3.7%

$117BAssets$49.3B

1–0BIL wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

XLV

−3.6%Year to dateJan 1 → Nov 13+23.5%

−2.2%1 yearTotal return+25.6%

+6.9%3 years · per year$10,000 became $12,215 · $15,490+15.7%

+1.0%5 years · per year$10,000 became $10,524 · $15,419+9.0%

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

6.58%Trailing 12-mo yield$658 · $135 a year on $10k1.35%

−12.1%Worst dropSmaller is better−10.5%

11.5%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5UNH5.3%

4.7%GOOGMnot top 5

4.7%GOOGNnot top 5

4.5%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

PFXF vs XLV Returns, Every Period

5Y

VanEckPFXF

+1.0%

5 years, per year

XLVSPDR

+9.0%

5 years, per year

PFXFXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs SGOV

YTD

VanEckPFXF

−3.6%

SGOViShares

+3.2%

−3.6%Year to date+3.2%

−12.1%Worst drop · 1Y−0.0%

11.5%Volatility · 1Y0.2%

6.6%Yield3.6%

$2.1BAssets$117B

3–1SGOV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

6.58%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.58%$658

SGOV3.63%$363

XLV1.35%$135

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$618most kept, PFXF

PFXF$658 − $40 = $618

SGOV$363 − $9 = $354

XLV$135 − $8 = $127

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.6%XLV, at 16.8% volatility

SGOVWorst drop−0.0%0.2% vol

PFXFWorst drop−12.1%11.5% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFXLV

−3.6%Year to date+23.5%

6.6%Yield1.4%

−2.2%Past year+25.6%

0.40%Fee0.08%

3–1XLV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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PFXF, XLV and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three