PFXF vs VOO

APFXF

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · XLF $15,690

Lowest cost0.03%VOO · $3 on $10k

Most income6.47%PFXF · $647 on $10k

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

Held in common0.0%PFXF and VOO

PFXF

VOO

VanEck Preferred Securities ex Financials ETF · $2.1BVanguard S&P 500 ETF · $1.00T

+7.7%3 years · per year$12,500 · $18,159+22.0%

+1.4%5 years · per year$10,726 · $17,543+11.9%

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

6.47%12-mo yield$647 · $107 on $10k1.07%

−11.8%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.7%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · VOO

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	XLF	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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	XLF	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 VOO

PFXF

VanEck Preferred Securities ex Financials

$10,726

VOO

Vanguard S&P 500

$17,543

MeasurePFXFVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield6.47%1.07%

5 years, per year+1.4%+11.9%

3 years, per year+7.7%+22.0%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y11.4%13.7%

4–2measures won
VOO first

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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, XLF, VOO

Today

11.3%most shared, XLF and VOO

PFXFXLFVOO

PFXF—0.0%0.0%

XLF0.0%—11.3%

VOO0.0%11.3%—

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

VOO$107 − $3 = $104

KeptFee

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