PPTY vs IWF

APPTY

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,404XLE · IWF $15,330

Lowest cost0.08%XLE · $8 on $10k

Most income2.53%PPTY · $253 on $10k

Smallest drop−11.8%PPTY · worst fall in 1Y

Held in common0.8%PPTY and IWF

PPTY

IWF

US Diversified Real Estate ETF · $23MiShares Russell 1000 Growth ETF · $113B

+12.6%3 years · per year$14,291 · $17,073+19.5%

+1.0%5 years · per year$10,516 · $15,330+8.9%

0.53%Expense ratio$53 · $18 on $10k · lower wins0.18%

2.53%12-mo yield$253 · $39 on $10k0.39%

−11.8%Worst dropSmaller wins−14.6%

14.0%VolatilityLower wins19.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPPTY · IWF

2.1%HLT0.3%

2.8%SPG0.2%

2.6%MAR0.2%

0.7%H0.0%

Held in common0.8%

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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
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 IWF

PPTY

US Diversified Real Estate

$10,516

IWF

iShares Russell 1000 Growth

$15,330

MeasurePPTYIWF

Fee0.53%0.18%

Cost on $10k a year$53$18

Yield2.53%0.39%

5 years, per year+1.0%+8.9%

3 years, per year+12.6%+19.5%

Worst drop · 1Y−11.8%−14.6%

Volatility · 1Y14.0%19.3%

3–3measures won
level

0.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

Overlap: PPTY, IWF, XLE

Today

0.8%most shared, PPTY and IWF

PPTYIWFXLE

PPTY—0.8%0.0%

IWF0.8%—0.5%

XLE0.0%0.5%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PPTY$253 − $53 = $200

IWF$39 − $18 = $21

KeptFee

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