Compare · 3 funds side by side · dividends reinvested

PGF, XLF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

PGF, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.3

Invesco Financial Preferred ETFSectors · Financials0.56%6.94%−6.9%−8.0%+4.6%−2.3%−9.6%6.2%$584M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PGF 2006 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Financial Preferred ETF · $584M$8,915

PGF

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

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

PGFMeasureVOO

−6.9%Year to dateJan 1 → Nov 3+11.5%

−8.0%1 yearTotal return+11.9%

+4.6%3 years · per year$10,000 became $11,438 · $19,094+24.1%

−2.3%5 years · per year$10,000 became $8,915 · $17,749+12.2%

0.56%Expense ratio$56 · $3 a year on $10k · lower is better0.03%

6.94%Trailing 12-mo yield$694 · $107 a year on $10k1.07%

−9.6%Worst dropSmaller is better−8.9%

6.2%VolatilityLower is calmer12.7%

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

2–6VOO wins

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

More Ways to See the Pairs

PGF vs VOO: Top 5 Holdings

Today

PGF

11.7%in top 5

VOO

in top 528.3%

PGFStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.8%JPM-PCnot top 5

2.4%JPM-PDnot top 5

2.3%WFC-PZnot top 5

2.1%JPM-PMnot top 5

2.1%JPM-PLnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

PGF vs VOO Returns, Every Period

InvescoPGF

−2.3%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

PGFVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PGF vs XLF

YTD

InvescoPGF

−6.9%

XLFSPDR

+5.7%

−6.9%Year to date+5.7%

−9.6%Worst drop · 1Y−14.8%

6.2%Volatility · 1Y14.6%

6.9%Yield1.4%

$584MAssets$54.2B

3–1PGF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PGF, XLF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

PGF0.56%$56

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PGF, XLF, VOO

6.94%highest, PGF

FundTrailing yieldYield$10k

PGF6.94%$694

XLF1.44%$144

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$638most kept, PGF

PGF$694 − $56 = $638

XLF$144 − $8 = $136

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PGF, XLF, VOO

Today

11.3%most shared, XLF and VOO

PGFXLFVOO

PGF—0.0%0.0%

XLF0.0%—11.3%

VOO0.0%11.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

PGFWorst drop−9.6%6.2% vol

VOOWorst drop−8.9%12.7% vol

XLFWorst drop−14.8%14.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PGFVOO

−6.9%Year to date+11.5%

6.9%Yield1.1%

−8.0%Past year+11.9%

0.56%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026