Compare · 2 funds side by side · dividends reinvested

PPTY and IVV

PPTYVident×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

PPTY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

US Diversified Real Estate ETFSectors · Real estate0.53%2.49%+14.2%+15.6%+13.7%+1.5%−11.8%13.9%$23M1.6

Rank among the two1st → 2ndFee, 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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PPTY

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

PPTYMeasureIVV

+14.2%Year to dateJan 1 → Nov 5+13.4%

+15.6%1 yearTotal return+13.5%

+13.7%3 years · per year$10,000 became $14,700 · $19,178+24.2%

+1.5%5 years · per year$10,000 became $10,792 · $18,118+12.6%

0.53%Expense ratio$53 · $3 a year on $10k · lower is better0.03%

2.49%Trailing 12-mo yield$249 · $109 a year on $10k1.09%

−11.8%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.9%

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

3–5IVV wins

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 IVV: Top 5 Holdings

Today

PPTY

22.6%in top 5

IVV

in top 527.7%

PPTYStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

6.9%EQRnot top 5

not top 5MSFT6.2%

4.4%EQIXnot top 5

not top 5AMZN3.9%

3.9%FCPTnot top 5

3.8%PLDnot top 5

3.6%DLRnot top 5

not top 5GOOGL2.6%

Held in common1.6%

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

PPTY vs IVV Returns, Every Period

VidentPPTY

+1.5%

5 years, per year

IVViShares

+12.6%

5 years, per year

PPTYIVVFaded: behind in that period

2–2Level

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

Sector vs Core: PPTY vs IVV

YTD

VidentPPTY

+14.2%

IVViShares

+13.4%

+14.2%Year to date+13.4%

−11.8%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.9%

2.5%Yield1.1%

$22.8MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: PPTY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PPTY0.53%$53

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

Yields: PPTY, IVV

2.49%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.49%$249

IVV1.09%$109

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

Income After Fees on $10,000

$196most kept, PPTY

PPTY$249 − $53 = $196

IVV$109 − $3 = $106

KeptFee

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

Overlap: PPTY, IVV

Today

1.6%most shared, PPTY and IVV

PPTYIVV

PPTY—1.6%

IVV1.6%—

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

Return vs Bumpiness: 2 ETFs

+15.6%PPTY, at 13.9% volatility

IVVWorst drop−8.9%12.9% vol

PPTYWorst drop−11.8%13.9% vol

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

Paid More vs Made More

YTD

PPTYIVV

+14.2%Year to date+13.4%

2.5%Yield1.1%

+15.6%Past year+13.5%

0.53%Fee0.03%

3–1PPTY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 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 5, 2026