PGF vs XLF

APGF

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,887XLE · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income6.94%PGF · $694 on $10k

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

Held in common0.0%PGF and XLF

PGF

XLF

Invesco Financial Preferred ETF · $584MState Street Financial Select Sector SPDR ETF · $54.2B

+4.6%3 years · per year$11,438 · $19,057+24.0%

−2.3%5 years · per year$8,915 · $15,353+9.0%

0.56%Expense ratio$56 · $8 on $10k · lower wins0.08%

6.94%12-mo yield$694 · $144 on $10k1.44%

−9.6%Worst dropSmaller wins−14.8%

6.2%VolatilityLower wins14.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPGF · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
4	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.94%	−0.2%	−6.9%	−8.0%	+4.6%	−2.3%	−9.6%	$584M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
4	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.94%	−0.2%	−6.9%	−8.0%	+4.6%	−2.3%	−9.6%	$584M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PGF vs XLF

PGF

Invesco Financial Preferred

$8,915

XLF

Financial Select Sector SPDR

$15,353

MeasurePGFXLF

Fee0.56%0.08%

Cost on $10k a year$56$8

Yield6.94%1.44%

5 years, per year−2.3%+9.0%

3 years, per year+4.6%+24.0%

Worst drop · 1Y−9.6%−14.8%

Volatility · 1Y6.2%14.6%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: PGF, XLF, VOO, XLE

Today

11.3%most shared, XLF and VOO

PGFXLFVOOXLE

PGF—0.0%0.0%0.0%

XLF0.0%—11.3%0.0%

VOO0.0%11.3%—3.4%

XLE0.0%0.0%3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$638most kept, PGF

PGF$694 − $56 = $638

XLE$228 − $8 = $220

XLF$144 − $8 = $136

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee