Compare · 2 funds side by side · dividends reinvested

PPTY and RWR

PPTYVident×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

PPTY and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.38%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.9B1.3

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M1.8

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 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

PPTY

RWR

State Street SPDR Dow Jones REIT ETF · $1.9B$11,973

$10,000 five years ago, dividends reinvested · they hold 53.0% in common

PPTYMeasureRWR

+12.6%Year to dateJan 1 → Nov 5+17.8%

+13.8%1 yearTotal return+18.8%

+12.6%3 years · per year$10,000 became $14,291 · $16,229+17.5%

+1.0%5 years · per year$10,000 became $10,516 · $11,973+3.7%

0.53%Expense ratio$53 · $25 a year on $10k · lower is better0.25%

2.53%Trailing 12-mo yield$253 · $338 a year on $10k3.38%

−11.8%Worst dropSmaller is better−12.8%

14.0%VolatilityLower is calmer14.2%

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

2–6RWR 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 RWR: Top 5 Holdings

Today

PPTY

22.6%in top 5

RWR

in top 534.1%

PPTYStockRWR

not top 5WELL10.3%

3.8%PLD9.4%

6.9%EQRnot top 5

not top 5PSA5.1%

not top 5SPG4.9%

4.4%EQIX4.4%

3.9%FCPTnot top 5

3.6%DLRnot top 5

Held in common53.0%

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

PPTY vs RWR Returns, Every Period

VidentPPTY

+1.0%

5 years, per year

RWRSPDR

+3.7%

5 years, per year

PPTYRWRFaded: behind in that period

0–4RWR wins

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

PPTY vs RWR

YTD

VidentPPTY

+12.6%

RWRSPDR

+17.8%

+12.6%Year to date+17.8%

−11.8%Worst drop · 1Y−12.8%

14.0%Volatility · 1Y14.2%

2.5%Yield3.4%

$23.5MAssets$1.9B

2–2level

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

Cost, Income and Risk

Fees: PPTY, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

PPTY0.53%$53

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

Yields: PPTY, RWR

3.38%highest, RWR

FundTrailing yieldYield$10k

RWR3.38%$338

PPTY2.53%$253

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

Income After Fees on $10,000

$313most kept, RWR

RWR$338 − $25 = $313

PPTY$253 − $53 = $200

KeptFee

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

Overlap: PPTY, RWR

Today

53.0%most shared, PPTY and RWR

PPTYRWR

PPTY—53.0%

RWR53.0%—

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

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

PPTYWorst drop−11.8%14.0% vol

RWRWorst drop−12.8%14.2% vol

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

Paid More vs Made More

YTD

RWRPPTY

+17.8%Year to date+12.6%

3.4%Yield2.5%

+18.8%Past year+13.8%

0.25%Fee0.53%

4–0RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026