PFXF vs XLE

APFXF

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,404XLE · SPY $17,099

Lowest cost0.08%XLE · $8 on $10k

Most income6.56%PFXF · $656 on $10k

Smallest drop−8.9%SPY · 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 · $42.0B

+8.5%3 years · per year$12,770 · $15,905+16.7%

+1.2%5 years · per year$10,632 · $25,404+20.5%

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

6.56%12-mo yield$656 · $247 on $10k2.47%

−11.8%Worst dropSmaller wins−15.0%

11.4%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsAll three, 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 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	BXLE	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
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%	$2.1B

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	BXLE	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
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%	$2.1B

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 XLE

PFXF

VanEck Preferred Securities ex Financials

$10,632

XLE

Energy Select Sector SPDR

$25,404

MeasurePFXFXLE

Fee0.40%0.08%

Cost on $10k a year$40$8

Yield6.56%2.47%

5 years, per year+1.2%+20.5%

3 years, per year+8.5%+16.7%

Worst drop · 1Y−11.8%−15.0%

Volatility · 1Y11.4%23.3%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PFXF, XLE, SPY

Today

3.5%most shared, XLE and SPY

PFXFXLESPY

PFXF—0.0%0.0%

XLE0.0%—3.5%

SPY0.0%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

SPY$103 − $9 = $94

KeptFee

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