PPTY vs IVV

APPTY

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.53%PPTY · $253 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.6%PPTY and IVV

PPTY

IVV

US Diversified Real Estate ETF · $23MiShares Core S&P 500 ETF · $887B

+12.6%3 years · per year$14,291 · $18,221+22.1%

+1.0%5 years · per year$10,516 · $17,151+11.4%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

2.53%12-mo yield$253 · $114 on $10k1.14%

−11.8%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPPTY · IVV

3.3%WELL0.3%

3.8%PLD0.2%

4.4%EQIX0.2%

2.6%MAR0.1%

Held in common1.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.53%	−1.5%	+12.6%	+13.8%	+12.6%	+1.0%	−11.8%	$23M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.53%	−1.5%	+12.6%	+13.8%	+12.6%	+1.0%	−11.8%	$23M

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

Cards for this view

PPTY vs IVV

PPTY

US Diversified Real Estate

$10,516

IVV

iShares Core S&P 500

$17,152

MeasurePPTYIVV

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield2.53%1.14%

5 years, per year+1.0%+11.4%

3 years, per year+12.6%+22.1%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y14.0%13.6%

5–1measures won
IVV first

1.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PPTY, IVV, VOO

Today

93.5%most shared, IVV and VOO

PPTYIVVVOO

PPTY—1.6%1.5%

IVV1.6%—93.5%

VOO1.5%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, PPTY

PPTY$253 − $53 = $200

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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