PPTY vs VNQ

APPTY

BVNQ

Measures won1–5VNQ wins · of 6 · 5Y

$10,000 · 5Y$10,664VNQ · PPTY $10,581

Lowest cost0.13%VNQ · $13 on $10k

Most income3.56%VNQ · $356 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common44.9%PPTY and VNQ

PPTY

VNQ

US Diversified Real Estate ETF · $23MVanguard Real Estate ETF · $35.9B

+12.3%3 years · per year$14,162 · $14,676+13.6%

+1.1%5 years · per year$10,581 · $10,664+1.3%

0.53%Expense ratio$53 · $13 on $10k · lower wins0.13%

2.54%12-mo yield$254 · $356 on $10k3.56%

−11.8%Worst dropSmaller wins−11.4%

14.0%VolatilityLower wins14.2%

1–5VNQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · VNQ

4.2%EQIX6.6%

3.8%PLD8.0%

3.5%DLR4.3%

3.4%WELL10.7%

Held in common44.9%

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	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
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	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
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 VNQ

PPTY

US Diversified Real Estate

$10,581

VNQ

Vanguard Real Estate

$10,664

MeasurePPTYVNQ

Fee0.53%0.13%

Cost on $10k a year$53$13

Yield2.54%3.56%

5 years, per year+1.1%+1.3%

3 years, per year+12.3%+13.6%

Worst drop · 1Y−11.8%−11.4%

Volatility · 1Y14.0%14.2%

5–1measures won
VNQ first

44.9%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

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

Overlap: PPTY, VNQ

Today

44.9%most shared, PPTY and VNQ

PPTYVNQ

PPTY—44.9%

VNQ44.9%—

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

Income After Fees on $10,000

$343most kept, VNQ

VNQ$356 − $13 = $343

PPTY$254 − $53 = $201

KeptFee

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