PPTY vs IJH

APPTY

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · PPTY $10,581

Lowest cost0.05%IJH · $5 on $10k

Most income2.54%PPTY · $254 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common6.0%PPTY and IJH

PPTY

IJH

US Diversified Real Estate ETF · $23MiShares Core S&P Mid-Cap ETF · $121B

+12.3%3 years · per year$14,162 · $15,806+16.5%

+1.1%5 years · per year$10,581 · $13,830+6.7%

0.53%Expense ratio$53 · $5 on $10k · lower wins0.05%

2.54%12-mo yield$254 · $126 on $10k1.26%

−11.8%Worst dropSmaller wins−8.8%

14.0%VolatilityLower wins15.5%

2–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · IJH

1.8%WPC0.4%

1.0%SUI0.4%

0.5%OHI0.4%

0.8%ELS0.4%

Held in common6.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PPTY vs IJH

PPTY

US Diversified Real Estate

$10,581

IJH

iShares Core S&P Mid-Cap

$13,830

MeasurePPTYIJH

Fee0.53%0.05%

Cost on $10k a year$53$5

Yield2.54%1.26%

5 years, per year+1.1%+6.7%

3 years, per year+12.3%+16.5%

Worst drop · 1Y−11.8%−8.8%

Volatility · 1Y14.0%15.5%

4–2measures won
IJH first

6.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PPTY, IJH

Today

6.0%most shared, PPTY and IJH

PPTYIJH

PPTY—6.0%

IJH6.0%—

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

Income After Fees on $10,000

$201most kept, PPTY

PPTY$254 − $53 = $201

IJH$126 − $5 = $121

KeptFee

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