Compare · 3 funds side by side · dividends reinvested

PPTY, VTV and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

PPTY, VTV and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.5

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 · VTV 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PPTY

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

PPTYMeasureVTV

+12.6%Year to dateJan 1 → Nov 5+19.0%

+13.8%1 yearTotal return+24.0%

+12.6%3 years · per year$10,000 became $14,291 · $17,832+21.3%

+1.0%5 years · per year$10,000 became $10,516 · $17,626+12.0%

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

2.53%Trailing 12-mo yield$253 · $186 a year on $10k1.86%

−11.8%Worst dropSmaller is better−6.4%

14.0%VolatilityLower is calmer10.7%

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

1–7VTV 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 VTV: Top 5 Holdings

Today

PPTY

22.6%in top 5

VTV

in top 515.8%

PPTYStockVTV

6.9%EQRnot top 5

not top 5MU4.6%

4.4%EQIXnot top 5

3.9%FCPTnot top 5

3.8%PLDnot top 5

3.6%DLRnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common1.5%

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

PPTY vs VTV Returns, Every Period

VidentPPTY

+1.0%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

PPTYVTVFaded: behind in that period

0–4VTV wins

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

Sector vs Stocks: PPTY vs VTV

YTD

VidentPPTY

+12.6%

VTVVanguard

+19.0%

+12.6%Year to date+19.0%

−11.8%Worst drop · 1Y−6.4%

14.0%Volatility · 1Y10.7%

2.5%Yield1.9%

$23.5MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: PPTY, VTV, XLF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLF0.08%$8

PPTY0.53%$53

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

Yields: PPTY, VTV, XLF

2.53%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.53%$253

VTV1.86%$186

XLF1.44%$144

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

Income After Fees on $10,000

$200most kept, PPTY

PPTY$253 − $53 = $200

VTV$186 − $3 = $183

XLF$144 − $8 = $136

KeptFee

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

Overlap: PPTY, VTV, XLF

Today

22.0%most shared, VTV and XLF

PPTYVTVXLF

PPTY—1.5%0.0%

VTV1.5%—22.0%

XLF0.0%22.0%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

PPTYWorst drop−11.8%14.0% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

PPTYVTV

+12.6%Year to date+19.0%

2.5%Yield1.9%

+13.8%Past year+24.0%

0.53%Fee0.03%

3–1VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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