Compare · 3 funds side by side · dividends reinvested

PPTY, IJH and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

PPTY, IJH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.8

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PPTY 2018 · IJH 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,516

PPTY

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

PPTYMeasureIJH

+12.6%Year to dateJan 1 → Nov 5+9.5%

+13.8%1 yearTotal return+12.9%

+12.6%3 years · per year$10,000 became $14,291 · $15,806+16.5%

+1.0%5 years · per year$10,000 became $10,516 · $13,830+6.7%

0.53%Expense ratio$53 · $5 a year on $10k · lower is better0.05%

2.53%Trailing 12-mo yield$253 · $126 a year on $10k1.26%

−11.8%Worst dropSmaller is better−8.8%

14.0%VolatilityLower is calmer15.5%

PPTYIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PPTY vs IJH: Top 5 Holdings

Today

PPTY

22.6%in top 5

IJH

in top 53.5%

PPTYStockIJH

6.9%EQRnot top 5

4.4%EQIXnot top 5

3.9%FCPTnot top 5

3.8%PLDnot top 5

3.6%DLRnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common5.9%

End-of-day Nov 5, 2026 · share of each fund

PPTY vs IJH Returns, Every Period

VidentPPTY

+1.0%

5 years, per year

IJHiShares

+6.7%

5 years, per year

PPTYIJHFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PPTY vs XLE

YTD

VidentPPTY

+12.6%

XLESPDR

+40.6%

+12.6%Year to date+40.6%

−11.8%Worst drop · 1Y−15.0%

14.0%Volatility · 1Y23.3%

2.5%Yield2.5%

$23.5MAssets$42.0B

2–1PPTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PPTY, IJH, XLE

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

XLE0.08%$8

PPTY0.53%$53

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PPTY, IJH, XLE

2.53%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.53%$253

XLE2.47%$247

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PPTY$253 − $53 = $200

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PPTY, IJH, XLE

Today

5.9%most shared, PPTY and IJH

PPTYIJHXLE

PPTY—5.9%0.0%

IJH5.9%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

PPTYWorst drop−11.8%14.0% vol

IJHWorst drop−8.8%15.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PPTYXLE

+12.6%Year to date+40.6%

2.5%Yield2.5%

+13.8%Past year+45.4%

0.53%Fee0.08%

3–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026