PFXF vs VFH

APFXF

BVFH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,503XLF · VFH $15,434

Lowest cost0.08%XLF · $8 on $10k

Most income6.56%PFXF · $656 on $10k

Smallest drop−11.8%PFXF · worst fall in 1Y

Held in common0.0%PFXF and VFH

PFXF

VFH

VanEck Preferred Securities ex Financials ETF · $2.2BVanguard Financials ETF · $12.7B

+8.5%3 years · per year$12,770 · $18,873+23.6%

+1.2%5 years · per year$10,632 · $15,434+9.1%

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

6.56%12-mo yield$656 · $169 on $10k1.69%

−11.8%Worst dropSmaller wins−14.7%

11.4%VolatilityLower wins15.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · VFH

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

Held in common0.0%

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 Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
2	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B
3	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

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
2	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B
3	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

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 VFH

PFXF

VanEck Preferred Securities ex Financials

$10,632

VFH

Vanguard Financials

$15,434

MeasurePFXFVFH

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield6.56%1.69%

5 years, per year+1.2%+9.1%

3 years, per year+8.5%+23.6%

Worst drop · 1Y−11.8%−14.7%

Volatility · 1Y11.4%15.4%

3–3measures won
level

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PFXF, VFH, XLF

Today

85.0%most shared, VFH and XLF

PFXFVFHXLF

PFXF—0.0%0.0%

VFH0.0%—85.0%

XLF0.0%85.0%—

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

VFH$169 − $9 = $160

XLF$144 − $8 = $136

KeptFee

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