Compare · 3 funds side by side · dividends reinvested

PPTY, USRT and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

PPTY, USRT and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.3

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: PPTY 2018 · USRT 2007 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

PPTY

USRT

iShares Core U.S. REIT ETF · $4.4B$11,898

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

PPTYMeasureUSRT

+12.6%Year to dateJan 1 → Nov 5+16.5%

+13.8%1 yearTotal return+16.4%

+12.6%3 years · per year$10,000 became $14,291 · $15,762+16.4%

+1.0%5 years · per year$10,000 became $10,516 · $11,898+3.5%

0.53%Expense ratio$53 · $8 a year on $10k · lower is better0.08%

2.53%Trailing 12-mo yield$253 · $269 a year on $10k2.69%

−11.8%Worst dropSmaller is better−12.4%

14.0%VolatilityLower is calmer13.9%

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

1–7USRT 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 USRT: Top 5 Holdings

Today

PPTY

22.6%in top 5

USRT

in top 531.4%

PPTYStockUSRT

not top 5WELL9.2%

3.8%PLD6.9%

6.9%EQRnot top 5

4.4%EQIX6.0%

not top 5SPG4.8%

not top 5PSA4.5%

3.9%FCPTnot top 5

3.6%DLRnot top 5

Held in common51.3%

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

PPTY vs USRT Returns, Every Period

VidentPPTY

+1.0%

5 years, per year

USRTiShares

+3.5%

5 years, per year

PPTYUSRTFaded: behind in that period

0–4USRT wins

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

PPTY vs USRT

YTD

VidentPPTY

+12.6%

USRTiShares

+16.5%

+12.6%Year to date+16.5%

−11.8%Worst drop · 1Y−12.4%

14.0%Volatility · 1Y13.9%

2.5%Yield2.7%

$22.8MAssets$4.4B

3–1USRT wins

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

Cost, Income and Risk

Fees: PPTY, USRT, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

PPTY0.53%$53

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

Yields: PPTY, USRT, VGT

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

PPTY2.53%$253

VGT0.44%$44

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

PPTY$253 − $53 = $200

VGT$44 − $9 = $35

KeptFee

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

Overlap: PPTY, USRT, VGT

Today

51.3%most shared, PPTY and USRT

PPTYUSRTVGT

PPTY—51.3%0.0%

USRT51.3%—0.0%

VGT0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.4%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

PPTYWorst drop−11.8%14.0% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

USRTVGT

+16.5%Year to date+14.0%

2.7%Yield0.4%

+16.4%Past year+11.1%

0.08%Fee0.09%

4–0USRT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026