PFXF vs VOO

APFXF

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income6.56%PFXF · $656 on $10k

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

Held in common0.0%PFXF and VOO

PFXF

VOO

VanEck Preferred Securities ex Financials ETF · $2.1BVanguard S&P 500 ETF · $1.00T

+8.5%3 years · per year$12,770 · $18,224+22.1%

+1.2%5 years · per year$10,632 · $17,156+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

6.56%12-mo yield$656 · $110 on $10k1.10%

−11.8%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · VOO

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 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%	$42.0B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
4	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.1B

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%	$42.0B
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
4	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.1B

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 VOO

PFXF

VanEck Preferred Securities ex Financials

$10,632

VOO

Vanguard S&P 500

$17,156

MeasurePFXFVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield6.56%1.10%

5 years, per year+1.2%+11.4%

3 years, per year+8.5%+22.1%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y11.4%13.5%

4–2measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: PFXF, VOO, XLE, SPYM

Today

93.5%most shared, VOO and SPYM

PFXFVOOXLESPYM

PFXF—0.0%0.0%0.0%

VOO0.0%—3.4%93.5%

XLE0.0%3.4%—3.5%

SPYM0.0%93.5%3.5%—

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

XLE$247 − $8 = $239

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

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