PFXF vs VTI

APFXF

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income6.47%PFXF · $647 on $10k

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

Held in common0.0%PFXF and VTI

PFXF

VTI

VanEck Preferred Securities ex Financials ETF · $2.1BVanguard Morningstar Total Stock Market ETF · $689B

+7.7%3 years · per year$12,500 · $18,090+21.8%

+1.4%5 years · per year$10,726 · $16,697+10.8%

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

6.47%12-mo yield$647 · $106 on $10k1.06%

−11.8%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.9%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · VTI

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

Held in common0.0%

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 Three

5Y3 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
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

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 VTI

PFXF

VanEck Preferred Securities ex Financials

$10,726

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasurePFXFVTI

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield6.47%1.06%

5 years, per year+1.4%+10.8%

3 years, per year+7.7%+21.8%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y11.4%13.9%

4–2measures won
VTI first

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

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

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, VTI, XLE

Today

3.0%most shared, VTI and XLE

PFXFVTIXLE

PFXF—0.0%0.0%

VTI0.0%—3.0%

XLE0.0%3.0%—

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

XLE$246 − $8 = $238

VTI$106 − $3 = $103

KeptFee

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