PFXF vs VFH

APFXF

BVFH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,622XLE · XLF $15,733

Lowest cost0.08%XLF · $8 on $10k

Most income6.53%PFXF · $653 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 · $2.1BVanguard Financials ETF · $12.7B

+6.8%3 years · per year$12,175 · $18,234+22.2%

+1.3%5 years · per year$10,649 · $15,569+9.3%

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

6.53%12-mo yield$653 · $167 on $10k1.67%

−11.8%Worst dropSmaller wins−14.7%

11.4%VolatilityLower wins15.4%

3–3Level

$10,000 · 5 yearsAll four, 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 10, 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%	2.45%	+0.4%	+41.9%	+42.9%	+16.4%	+20.7%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+0.5%	+7.7%	+12.2%	+21.8%	+9.5%	−14.8%	$53.4B
3	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.67%	+0.4%	+7.2%	+11.8%	+22.2%	+9.3%	−14.7%	$12.7B
4	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.53%	−0.9%	−2.8%	−0.4%	+6.8%	+1.3%	−11.8%	$2.1B

End-of-day Nov 10, 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%	2.45%	+0.4%	+41.9%	+42.9%	+16.4%	+20.7%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+0.5%	+7.7%	+12.2%	+21.8%	+9.5%	−14.8%	$53.4B
3	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.67%	+0.4%	+7.2%	+11.8%	+22.2%	+9.3%	−14.7%	$12.7B
4	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.53%	−0.9%	−2.8%	−0.4%	+6.8%	+1.3%	−11.8%	$2.1B

End-of-day Nov 10, 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

$10,649

VFH

Vanguard Financials

$15,569

MeasurePFXFVFH

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield6.53%1.67%

5 years, per year+1.3%+9.3%

3 years, per year+6.8%+22.2%

Worst drop · 1Y−11.8%−14.7%

Volatility · 1Y11.4%15.4%

3–3measures won
level

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: PFXF, VFH, XLF, XLE

Today

85.0%most shared, VFH and XLF

PFXFVFHXLFXLE

PFXF—0.0%0.0%0.0%

VFH0.0%—85.0%0.0%

XLF0.0%85.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$613most kept, PFXF

PFXF$653 − $40 = $613

XLE$245 − $8 = $237

VFH$167 − $9 = $158

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee