Compare · 3 funds side by side · dividends reinvested

PPTY, XLF and VNQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,690XLF · best of the three

02 / 04

PPTY, XLF and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Real Estate ETFSectors · Real estate0.13%3.50%+13.1%+13.7%+13.0%+1.5%−11.4%14.3%$35.9B1.8

US Diversified Real Estate ETFSectors · Real estate0.53%2.50%+13.9%+15.0%+11.7%+1.3%−11.8%14.1%$23M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: PPTY 2018 · XLF 1998 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,670

PPTY

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PPTYMeasureXLF

+13.9%Year to dateJan 1 → Nov 9+7.2%

+15.0%1 yearTotal return+12.4%

+11.7%3 years · per year$10,000 became $13,952 · $18,230+22.2%

+1.3%5 years · per year$10,000 became $10,670 · $15,690+9.4%

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

2.50%Trailing 12-mo yield$250 · $142 a year on $10k1.42%

−11.8%Worst dropSmaller is better−14.8%

14.1%VolatilityLower is calmer15.3%

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

5–3PPTY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PPTY vs XLF: Top 5 Holdings

Today

PPTY

22.5%in top 5

XLF

in top 543.8%

PPTYStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V9.0%

7.0%EQRnot top 5

not top 5MA6.6%

4.3%EQIXnot top 5

not top 5BAC4.0%

3.9%FCPTnot top 5

3.8%PLDnot top 5

3.5%DLRnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PPTY vs XLF Returns, Every Period

VidentPPTY

+1.3%

5 years, per year

XLFSPDR

+9.4%

5 years, per year

PPTYXLFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PPTY vs VNQ

YTD

VidentPPTY

+13.9%

VNQVanguard

+13.1%

+13.9%Year to date+13.1%

−11.8%Worst drop · 1Y−11.4%

14.1%Volatility · 1Y14.3%

2.5%Yield3.5%

$23.1MAssets$35.9B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PPTY, XLF, VNQ

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VNQ0.13%$13

PPTY0.53%$53

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PPTY, XLF, VNQ

3.50%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.50%$350

PPTY2.50%$250

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

PPTY$250 − $53 = $197

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PPTY, XLF, VNQ

Today

45.0%most shared, PPTY and VNQ

PPTYXLFVNQ

PPTY—0.0%45.0%

XLF0.0%—0.0%

VNQ45.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.0%PPTY, at 14.1% volatility

PPTYWorst drop−11.8%14.1% vol

VNQWorst drop−11.4%14.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VNQPPTY

+13.1%Year to date+13.9%

3.5%Yield2.5%

+13.7%Past year+15.0%

0.13%Fee0.53%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026