PFXF vs IUSB

APFXF

BIUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,404XLE · PFXF $10,632

Lowest cost0.03%AGG · $3 on $10k

Most income6.56%PFXF · $656 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]PFXF and IUSB

PFXF

IUSB

VanEck Preferred Securities ex Financials ETF · $2.2BiShares Core Universal USD Bond ETF · $50.3B

+8.5%3 years · per year$12,770 · $11,909+6.0%

+1.2%5 years · per year$10,632 · $10,142+0.3%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

6.56%12-mo yield$656 · $433 on $10k4.33%

−11.8%Worst dropSmaller wins−4.3%

11.4%VolatilityLower wins3.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · IUSB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.2B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
4	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.2B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
4	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFXF vs IUSB

PFXF

VanEck Preferred Securities ex Financials

$10,632

IUSB

iShares Core Universal USD Bond

$10,142

MeasurePFXFIUSB

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield6.56%4.33%

5 years, per year+1.2%+0.3%

3 years, per year+8.5%+6.0%

Worst drop · 1Y−11.8%−4.3%

Volatility · 1Y11.4%3.9%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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

Overlap: PFXF, IUSB, XLE, AGG

Today

0.0%most shared, PFXF and XLE

PFXFIUSBXLEAGG

PFXF—[…]0.0%[…]

IUSB[…]—[…][…]

XLE0.0%[…]—[…]

AGG[…][…][…]—

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

XLE$247 − $8 = $239

KeptFee

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