Compare · 3 funds side by side · dividends reinvested

PPTY, XLV 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, XLV 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%$42.0B1.6

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%$50.9B1.9

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.6%+13.8%+12.6%+1.0%−11.8%14.0%$23M2.4

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 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PPTY

XLV

State Street Health Care Select Sector SPDR ETF · $50.9B$15,134

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

PPTYMeasureXLV

+12.6%Year to dateJan 1 → Nov 5+20.9%

+13.8%1 yearTotal return+29.6%

+12.6%3 years · per year$10,000 became $14,291 · $15,608+16.0%

+1.0%5 years · per year$10,000 became $10,516 · $15,134+8.6%

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

2.53%Trailing 12-mo yield$253 · $138 a year on $10k1.38%

−11.8%Worst dropSmaller is better−10.5%

14.0%VolatilityLower is calmer16.8%

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

2–6XLV 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 XLV: Top 5 Holdings

Today

PPTY

22.6%in top 5

XLV

in top 544.5%

PPTYStockXLV

not top 5LLY16.5%

not top 5JNJ9.7%

not top 5ABBV7.6%

6.9%EQRnot top 5

not top 5MRK5.4%

not top 5UNH5.3%

4.4%EQIXnot top 5

3.9%FCPTnot top 5

3.8%PLDnot top 5

3.6%DLRnot top 5

Held in common0.0%

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

PPTY vs XLV Returns, Every Period

VidentPPTY

+1.0%

5 years, per year

XLVSPDR

+8.6%

5 years, per year

PPTYXLVFaded: behind in that period

0–4XLV wins

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, XLV, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

PPTY0.53%$53

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

Yields: PPTY, XLV, XLE

2.53%highest, PPTY

FundTrailing yieldYield$10k

PPTY2.53%$253

XLE2.47%$247

XLV1.38%$138

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

XLV$138 − $8 = $130

KeptFee

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

Overlap: PPTY, XLV, XLE

Today

0.0%most shared, PPTY and XLV

PPTYXLVXLE

PPTY—0.0%0.0%

XLV0.0%—0.0%

XLE0.0%0.0%—

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

XLVWorst drop−10.5%16.8% 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

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

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