Compare · 3 funds side by side · dividends reinvested

PPTY, IWF and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

PPTY, IWF and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B1.5

US Diversified Real Estate ETFSectors · Real estate0.53%2.54%+12.2%+12.8%+12.3%+1.1%−11.8%14.0%$23M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: PPTY 2018 · IWF 2000 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,581

PPTY

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

PPTYMeasureIWF

+12.2%Year to dateJan 1 → Nov 6−5.3%

+12.8%1 yearTotal return−6.5%

+12.3%3 years · per year$10,000 became $14,162 · $17,022+19.4%

+1.1%5 years · per year$10,000 became $10,581 · $15,442+9.1%

0.53%Expense ratio$53 · $18 a year on $10k · lower is better0.18%

2.54%Trailing 12-mo yield$254 · $39 a year on $10k0.39%

−11.8%Worst dropSmaller is better−14.6%

14.0%VolatilityLower is calmer19.4%

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

5–3PPTY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PPTY vs IWF: Top 5 Holdings

Today

PPTY

22.4%in top 5

IWF

in top 539.8%

PPTYStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

7.0%EQRnot top 5

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.2%EQIXnot top 5

4.0%FCPTnot top 5

3.8%PLDnot top 5

3.5%DLRnot top 5

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

PPTY vs IWF Returns, Every Period

VidentPPTY

+1.1%

5 years, per year

IWFiShares

+9.1%

5 years, per year

PPTYIWFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PPTY vs XLV

YTD

VidentPPTY

+12.2%

XLVSPDR

+20.9%

+12.2%Year to date+20.9%

−11.8%Worst drop · 1Y−10.5%

14.0%Volatility · 1Y16.8%

2.5%Yield1.4%

$23.5MAssets$50.9B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PPTY, IWF, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IWF0.18%$18

PPTY0.53%$53

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PPTY, IWF, XLV

2.54%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.54%$254

XLV1.38%$138

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$201most kept, PPTY

PPTY$254 − $53 = $201

XLV$138 − $8 = $130

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PPTY, IWF, XLV

Today

6.0%most shared, IWF and XLV

PPTYIWFXLV

PPTY—0.8%0.0%

IWF0.8%—6.0%

XLV0.0%6.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.0%XLV, at 16.8% volatility

PPTYWorst drop−11.8%14.0% vol

XLVWorst drop−10.5%16.8% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PPTYXLV

+12.2%Year to date+20.9%

2.5%Yield1.4%

+12.8%Past year+29.0%

0.53%Fee0.08%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026