Compare · 3 funds side by side · dividends reinvested

PFXF, XLV and XLE

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

02 / 04

PFXF, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B2.4

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 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PFXF

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,134

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

PFXFMeasureXLV

−0.8%Year to dateJan 1 → Nov 5+24.0%

+0.8%1 yearTotal return+33.5%

+9.7%3 years · per year$10,000 became $13,212 · $16,102+17.2%

+1.8%5 years · per year$10,000 became $10,941 · $15,652+9.4%

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

6.40%Trailing 12-mo yield$640 · $134 a year on $10k1.34%

−11.1%Worst dropSmaller is better−10.5%

11.1%VolatilityLower is calmer16.6%

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

2–6XLV 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 XLV: Top 5 Holdings

Today

PFXF

23.3%in top 5

XLV

in top 544.5%

PFXFStockXLV

not top 5LLY16.5%

not top 5JNJ9.7%

not top 5ABBV7.6%

7.5%STRCnot top 5

not top 5MRK5.4%

not top 5UNH5.3%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 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 XLV Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

XLVSPDR

+9.4%

5 years, per year

PFXFXLVFaded: behind in that period

0–4XLV wins

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

PFXF vs XLE

YTD

VanEckPFXF

−0.8%

XLESPDR

+44.9%

−0.8%Year to date+44.9%

−11.1%Worst drop · 1Y−15.0%

11.1%Volatility · 1Y23.2%

6.4%Yield2.4%

$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, XLV, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

PFXF0.40%$40

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

Yields: PFXF, XLV, XLE

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

XLE2.40%$240

XLV1.34%$134

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

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

XLE$240 − $8 = $232

XLV$134 − $8 = $126

KeptFee

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

Overlap: PFXF, XLV, XLE

Today

0.0%most shared, PFXF and XLV

PFXFXLVXLE

PFXF—0.0%0.0%

XLV0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

PFXFWorst drop−11.1%11.1% vol

XLVWorst drop−10.5%16.6% vol

XLEWorst drop−15.0%23.2% vol

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

Paid More vs Made More

YTD

PFXFXLE

−0.8%Year to date+44.9%

6.4%Yield2.4%

+0.8%Past year+48.2%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026