PFXF vs XLF

APFXF

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · XLF $15,690

Lowest cost0.02%SPYM · $2 on $10k

Most income6.47%PFXF · $647 on $10k

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

Held in common0.0%PFXF and XLF

PFXF

XLF

VanEck Preferred Securities ex Financials ETF · $2.1BState Street Financial Select Sector SPDR ETF · $53.4B

+7.7%3 years · per year$12,500 · $18,230+22.2%

+1.4%5 years · per year$10,726 · $15,690+9.4%

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

6.47%12-mo yield$647 · $142 on $10k1.42%

−11.8%Worst dropSmaller wins−14.8%

11.4%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · XLF

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
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 XLF

PFXF

VanEck Preferred Securities ex Financials

$10,726

XLF

Financial Select Sector SPDR

$15,690

MeasurePFXFXLF

Fee0.40%0.08%

Cost on $10k a year$40$8

Yield6.47%1.42%

5 years, per year+1.4%+9.4%

3 years, per year+7.7%+22.2%

Worst drop · 1Y−11.8%−14.8%

Volatility · 1Y11.4%15.3%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PFXF, XLF, SPYM

Today

12.6%most shared, XLF and SPYM

PFXFXLFSPYM

PFXF—0.0%0.0%

XLF0.0%—12.6%

SPYM0.0%12.6%—

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

XLF$142 − $8 = $134

SPYM$103 − $2 = $101

KeptFee

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