Compare · 3 funds side by side · dividends reinvested

PPTY, VUG and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

PPTY, VUG and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.8

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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 · VUG 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PPTY

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

PPTYMeasureVUG

+12.6%Year to dateJan 1 → Nov 5+0.5%

+13.8%1 yearTotal return−0.6%

+12.6%3 years · per year$10,000 became $14,291 · $18,532+22.8%

+1.0%5 years · per year$10,000 became $10,516 · $16,052+9.9%

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

2.53%Trailing 12-mo yield$253 · $43 a year on $10k0.43%

−11.8%Worst dropSmaller is better−15.1%

14.0%VolatilityLower is calmer19.0%

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

5–3PPTY 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 VUG: Top 5 Holdings

Today

PPTY

22.6%in top 5

VUG

in top 545.2%

PPTYStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

6.9%EQRnot top 5

not top 5GOOGL5.2%

4.4%EQIXnot top 5

not top 5AVGO4.3%

3.9%FCPTnot top 5

3.8%PLDnot top 5

3.6%DLRnot top 5

Held in common1.3%

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

PPTY vs VUG Returns, Every Period

VidentPPTY

+1.0%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

PPTYVUGFaded: behind in that period

2–2Level

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

PPTY vs XLE

YTD

VidentPPTY

+12.6%

XLESPDR

+40.6%

+12.6%Year to date+40.6%

−11.8%Worst drop · 1Y−15.0%

14.0%Volatility · 1Y23.3%

2.5%Yield2.5%

$23.5MAssets$42.0B

2–1PPTY wins

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

Cost, Income and Risk

Fees: PPTY, VUG, XLE

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLE0.08%$8

PPTY0.53%$53

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

Yields: PPTY, VUG, XLE

2.53%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.53%$253

XLE2.47%$247

VUG0.43%$43

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PPTY$253 − $53 = $200

VUG$43 − $3 = $40

KeptFee

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

Overlap: PPTY, VUG, XLE

Today

1.3%most shared, PPTY and VUG

PPTYVUGXLE

PPTY—1.3%0.0%

VUG1.3%—0.2%

XLE0.0%0.2%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

PPTYWorst drop−11.8%14.0% vol

VUGWorst drop−15.1%19.0% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

PPTYXLE

+12.6%Year to date+40.6%

2.5%Yield2.5%

+13.8%Past year+45.4%

0.53%Fee0.08%

3–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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