PFXF vs IUSB

APFXF

BIUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,271XLE · VNQ $10,786

Lowest cost0.06%IUSB · $6 on $10k

Most income6.47%PFXF · $647 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 · $2.1BiShares Core Universal USD Bond ETF · $50.5B

+7.7%3 years · per year$12,500 · $11,705+5.4%

+1.4%5 years · per year$10,726 · $10,151+0.3%

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

6.47%12-mo yield$647 · $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 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

End-of-day Nov 9, 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

$10,726

IUSB

iShares Core Universal USD Bond

$10,151

MeasurePFXFIUSB

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield6.47%4.33%

5 years, per year+1.4%+0.3%

3 years, per year+7.7%+5.4%

Worst drop · 1Y−11.8%−4.3%

Volatility · 1Y11.4%3.9%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PFXF, IUSB, XLE, VNQ

Today

0.0%most shared, PFXF and XLE

PFXFIUSBXLEVNQ

PFXF—[…]0.0%0.0%

IUSB[…]—[…][…]

XLE0.0%[…]—0.0%

VNQ0.0%[…]0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

IUSB$433 − $6 = $427

VNQ$350 − $13 = $337

XLE$246 − $8 = $238

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee