PFXF vs XLE

APFXF

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income6.54%PFXF · $654 on $10k

Smallest drop−6.7%VYM · 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

+8.1%3 years · per year$12,617 · $15,939+16.8%

+1.3%5 years · per year$10,643 · $25,568+20.7%

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

6.54%12-mo yield$654 · $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 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

End-of-day Nov 6, 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

$10,643

XLE

Energy Select Sector SPDR

$25,569

MeasurePFXFXLE

Fee0.40%0.08%

Cost on $10k a year$40$8

Yield6.54%2.47%

5 years, per year+1.3%+20.7%

3 years, per year+8.1%+16.8%

Worst drop · 1Y−11.8%−15.0%

Volatility · 1Y11.4%23.3%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PFXF, XLE, VYM

Today

9.3%most shared, XLE and VYM

PFXFXLEVYM

PFXF—0.0%0.0%

XLE0.0%—9.3%

VYM0.0%9.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

XLE$247 − $8 = $239

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee