PFXF vs SPY

APFXF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income6.54%PFXF · $654 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%PFXF and SPY

PFXF

SPY

VanEck Preferred Securities ex Financials ETF · $2.1BState Street SPDR S&P 500 ETF · $819B

+8.1%3 years · per year$12,617 · $18,039+21.7%

+1.3%5 years · per year$10,643 · $17,118+11.3%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

6.54%12-mo yield$654 · $103 on $10k1.03%

−11.8%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · SPY

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

Held in common0.0%

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFXF vs SPY

PFXF

VanEck Preferred Securities ex Financials

$10,643

SPY

SPDR S&P 500

$17,118

MeasurePFXFSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield6.54%1.03%

5 years, per year+1.3%+11.3%

3 years, per year+8.1%+21.7%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y11.4%13.6%

4–2measures won
SPY first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: PFXF, SPY, XLE, VOO

Today

92.2%most shared, SPY and VOO

PFXFSPYXLEVOO

PFXF—0.0%0.0%0.0%

SPY0.0%—3.5%92.2%

XLE0.0%3.5%—3.4%

VOO0.0%92.2%3.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

XLE$247 − $8 = $239

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee