Compare · 3 funds side by side · dividends reinvested

PPTY, XLF and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

PPTY, XLF and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

US Diversified Real Estate ETFSectors · Real estate0.53%2.54%+12.2%+12.8%+12.3%+1.1%−11.8%14.0%$23M1.9

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$108B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: PPTY 2018 · XLF 1998 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,581

PPTY

XLF

State Street Financial Select Sector SPDR ETF · $54.5B$15,474

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

PPTYMeasureXLF

+12.2%Year to dateJan 1 → Nov 6+5.7%

+12.8%1 yearTotal return+10.4%

+12.3%3 years · per year$10,000 became $14,162 · $18,391+22.5%

+1.1%5 years · per year$10,000 became $10,581 · $15,474+9.1%

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

2.54%Trailing 12-mo yield$254 · $144 a year on $10k1.44%

−11.8%Worst dropSmaller is better−14.8%

14.0%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 6, 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

22.4%in top 5

XLF

in top 543.7%

PPTYStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

7.0%EQRnot top 5

not top 5MA6.5%

4.2%EQIXnot top 5

not top 5BAC4.0%

4.0%FCPTnot top 5

3.8%PLDnot top 5

3.5%DLRnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PPTY vs XLF Returns, Every Period

VidentPPTY

+1.1%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

PPTYXLFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PPTY vs XLF

YTD

VidentPPTY

+12.2%

XLFSPDR

+5.7%

+12.2%Year to date+5.7%

−11.8%Worst drop · 1Y−14.8%

14.0%Volatility · 1Y15.3%

2.5%Yield1.4%

$23.1MAssets$54.5B

4–0PPTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PPTY, XLF, XLK

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLK0.08%$8

PPTY0.53%$53

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PPTY, XLF, XLK

2.54%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.54%$254

XLF1.44%$144

XLK0.51%$51

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$201most kept, PPTY

PPTY$254 − $53 = $201

XLF$144 − $8 = $136

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PPTY, XLF, XLK

Today

0.0%most shared, PPTY and XLF

PPTYXLFXLK

PPTY—0.0%0.0%

XLF0.0%—0.0%

XLK0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.8%PPTY, at 14.0% volatility

PPTYWorst drop−11.8%14.0% vol

XLFWorst drop−14.8%15.3% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PPTYXLK

+12.2%Year to date+14.8%

2.5%Yield0.5%

+12.8%Past year+12.2%

0.53%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026