XLE vs PFXF

AXLE

BPFXF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,379XLE · PFXF $10,941

Lowest cost0.08%XLE · $8 on $10k

Most income6.40%PFXF · $640 on $10k

Smallest drop−11.1%PFXF · worst fall in 1Y

Held in common0.0%XLE and PFXF

XLE

PFXF

State Street Energy Select Sector SPDR ETF · $44.1BVanEck Preferred Securities ex Financials ETF · $2.2B

+18.0%3 years · per year$16,447 · $13,212+9.7%

+21.4%5 years · per year$26,379 · $10,941+1.8%

0.08%Expense ratio$8 · $40 on $10k · lower wins0.40%

2.40%12-mo yield$240 · $640 on $10k6.40%

−15.0%Worst dropSmaller wins−11.1%

23.2%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · PFXF

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs PFXF

XLE

Energy Select Sector SPDR

$26,379

PFXF

VanEck Preferred Securities ex Financials

$10,941

MeasureXLEPFXF

Fee0.08%0.40%

Cost on $10k a year$8$40

Yield2.40%6.40%

5 years, per year+21.4%+1.8%

3 years, per year+18.0%+9.7%

Worst drop · 1Y−15.0%−11.1%

Volatility · 1Y23.2%11.1%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XLE, PFXF

Today

0.0%most shared, XLE and PFXF

XLEPFXF

XLE—0.0%

PFXF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

XLE$240 − $8 = $232

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee