Compare · 3 funds side by side · dividends reinvested

PPTY, VTV and XLV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomePPTY · 2.53% · $253 a year on $10k

Story of the three · RiskSmallest drop

PPTY, VTV and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.4B2.0

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.3%+11.0%+11.4%+1.0%−11.8%14.0%$23M2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: PPTY 2018 · VTV 2004 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

US Diversified Real Estate ETF · $23M$10,493

PPTY

VTV

Vanguard Morningstar Value ETF · $184B$17,885

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

PPTYMeasure

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PPTY vs VTV: Top 5 Holdings

Today

PPTY

22.7%in top 5

VTV

in top 515.8%

PPTYStockVTV

6.9%EQRnot top 5

not top 5MU4.6%

4.5%EQIXnot top 5

3.9%FCPTnot top 5

3.8%PLDnot top 5

Cost, Income and Risk

Fees: PPTY, VTV, XLV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLV0.08%$8

PPTY0.53%$53

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: PPTY, VTV, XLV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VTV

+12.3%Year to dateJan 1 → Nov 12+21.7%

+11.0%1 yearTotal return+24.0%

+11.4%3 years · per year$10,000 became $13,812 · $17,795+21.2%

+1.0%5 years · per year$10,000 became $10,493 · $17,885+12.3%

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

2.53%Trailing 12-mo yield$253 · $182 a year on $10k1.82%

−11.8%Worst dropSmaller is better−6.4%

14.0%VolatilityLower is calmer10.8%

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

1–7VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 12, 2026 · share of each fund

PPTY vs VTV Returns, Every Period

5Y

VidentPPTY

+1.0%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

PPTYVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: PPTY vs VTV

YTD

VidentPPTY

+12.3%

VTVVanguard

+21.7%

+12.3%Year to date+21.7%

−11.8%Worst drop · 1Y−6.4%

14.0%Volatility · 1Y10.8%

2.5%Yield1.8%

$23.3MAssets$184B

3–1VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.53%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.53%$253

VTV1.82%$182

XLV1.36%$136

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

Income After Fees on $10,000

1Y

$200most kept, PPTY

PPTY$253 − $53 = $200

VTV$182 − $3 = $179

XLV$136 − $8 = $128

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PPTY, VTV, XLV

Today

16.7%most shared, VTV and XLV

PPTYVTVXLV

PPTY—1.5%0.0%

VTV1.5%—16.7%

XLV0.0%16.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.7%XLV, at 16.8% volatility

VTVWorst drop−6.4%10.8% vol

PPTYWorst drop−11.8%14.0% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PPTYXLV

+12.3%Year to date+22.8%

2.5%Yield1.4%

+11.0%Past year+26.7%

0.53%Fee0.08%

3–1XLV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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PPTY, VTV and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three