PFXF vs XLE

APFXF

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,271XLE · QQQ $18,068

Lowest cost0.03%IVV · $3 on $10k

Most income6.47%PFXF · $647 on $10k

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

Held in common0.0%PFXF and XLE

PFXF

XLE

VanEck Preferred Securities ex Financials ETF · $2.1BState Street Energy Select Sector SPDR ETF · $40.5B

+7.7%3 years · per year$12,500 · $15,555+15.9%

+1.4%5 years · per year$10,726 · $25,271+20.4%

0.40%Expense ratio$40 · $8 on $10k · lower wins0.08%

6.47%12-mo yield$647 · $246 on $10k2.46%

−11.8%Worst dropSmaller wins−15.0%

11.4%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · XLE

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 Four

5Y4 funds

#
1	BXLE	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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
4	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 Four

5Y4 funds

#
1	BXLE	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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
4	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 XLE

PFXF

VanEck Preferred Securities ex Financials

$10,726

XLE

Energy Select Sector SPDR

$25,271

MeasurePFXFXLE

Fee0.40%0.08%

Cost on $10k a year$40$8

Yield6.47%2.46%

5 years, per year+1.4%+20.4%

3 years, per year+7.7%+15.9%

Worst drop · 1Y−11.8%−15.0%

Volatility · 1Y11.4%23.3%

3–3measures won
level

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

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

Overlap: PFXF, XLE, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

PFXFXLEIVVQQQ

PFXF—0.0%0.0%0.0%

XLE0.0%—3.5%0.5%

IVV0.0%3.5%—52.4%

QQQ0.0%0.5%52.4%—

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

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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