Compare · 2 funds side by side · dividends reinvested

PPTY and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

PPTY and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.4

US Diversified Real Estate ETFSectors · Real estate0.53%2.57%+10.8%+12.2%+13.0%+0.8%−11.8%13.6%$23M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PPTY 2018 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,403

PPTY

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 34.6% in common

PPTYMeasureXLRE

+10.8%Year to dateJan 1 → Nov 4+10.8%

+12.2%1 yearTotal return+10.5%

+13.0%3 years · per year$10,000 became $14,439 · $14,961+14.4%

+0.8%5 years · per year$10,000 became $10,403 · $10,775+1.5%

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

2.57%Trailing 12-mo yield$257 · $330 a year on $10k3.30%

−11.8%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer14.2%

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

2–5XLRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PPTY vs XLRE: Top 5 Holdings

Today

PPTY

22.6%in top 5

XLRE

in top 537.0%

PPTYStockXLRE

not top 5WELL11.3%

3.9%PLD8.2%

7.1%EQRnot top 5

4.2%EQIX6.9%

not top 5AMT5.8%

not top 5PSA4.9%

3.9%FCPTnot top 5

3.5%DLRnot top 5

Held in common34.6%

End-of-day Nov 4, 2026 · share of each fund

PPTY vs XLRE Returns, Every Period

VidentPPTY

+0.8%

5 years, per year

XLRESPDR

+1.5%

5 years, per year

PPTYXLREFaded: behind in that period

1–2XLRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PPTY vs XLRE

YTD

VidentPPTY

+10.8%

XLRESPDR

+10.8%

+10.8%Year to date+10.8%

−11.8%Worst drop · 1Y−11.1%

13.6%Volatility · 1Y14.2%

2.6%Yield3.3%

$22.8MAssets$8.3B

2–1XLRE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PPTY, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

PPTY0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PPTY, XLRE

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

PPTY2.57%$257

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

PPTY$257 − $53 = $204

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PPTY, XLRE

Today

34.6%most shared, PPTY and XLRE

PPTYXLRE

PPTY—34.6%

XLRE34.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%PPTY, at 13.6% volatility

PPTYWorst drop−11.8%13.6% vol

XLREWorst drop−11.1%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLREPPTY

+10.8%Year to date+10.8%

3.3%Yield2.6%

+10.5%Past year+12.2%

0.08%Fee0.53%

2–1XLRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026