Compare · 3 funds side by side · dividends reinvested

PPTY, VUG and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

PPTY, VUG and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.6%+16.0%+8.6%−10.5%16.8%$50.9B1.6

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M2.1

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 · XLV 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 XLV

YTD

VidentPPTY

+12.6%

XLVSPDR

+20.9%

+12.6%Year to date+20.9%

−11.8%Worst drop · 1Y−10.5%

14.0%Volatility · 1Y16.8%

2.5%Yield1.4%

$23.5MAssets$50.9B

2–2level

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

Cost, Income and Risk

Fees: PPTY, VUG, XLV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLV0.08%$8

PPTY0.53%$53

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

Yields: PPTY, VUG, XLV

2.53%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.53%$253

XLV1.38%$138

VUG0.43%$43

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

Income After Fees on $10,000

$200most kept, PPTY

PPTY$253 − $53 = $200

XLV$138 − $8 = $130

VUG$43 − $3 = $40

KeptFee

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

Overlap: PPTY, VUG, XLV

Today

4.1%most shared, VUG and XLV

PPTYVUGXLV

PPTY—1.3%0.0%

VUG1.3%—4.1%

XLV0.0%4.1%—

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

Return vs Bumpiness: 3 ETFs

+29.6%XLV, at 16.8% volatility

PPTYWorst drop−11.8%14.0% vol

XLVWorst drop−10.5%16.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

PPTYXLV

+12.6%Year to date+20.9%

2.5%Yield1.4%

+13.8%Past year+29.6%

0.53%Fee0.08%

3–1XLV 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

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