PPTY vs VOO

APPTY

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income2.49%PPTY · $249 on $10k

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

Held in common1.5%PPTY and VOO

PPTY

VOO

US Diversified Real Estate ETF · $23MVanguard S&P 500 ETF · $1.00T

+13.7%3 years · per year$14,700 · $19,172+24.2%

+1.5%5 years · per year$10,792 · $18,115+12.6%

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

2.49%12-mo yield$249 · $105 on $10k1.05%

−11.8%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPPTY · VOO

3.3%WELL0.3%

3.8%PLD0.2%

4.4%EQIX0.2%

2.6%MAR0.1%

Held in common1.5%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PPTY vs VOO

PPTY

US Diversified Real Estate

$10,792

VOO

Vanguard S&P 500

$18,115

MeasurePPTYVOO

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield2.49%1.05%

5 years, per year+1.5%+12.6%

3 years, per year+13.7%+24.2%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y13.9%12.8%

5–1measures won
VOO first

1.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PPTY, VOO, IVV

Today

94.5%most shared, VOO and IVV

PPTYVOOIVV

PPTY—1.5%1.6%

VOO1.5%—94.5%

IVV1.6%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$196most kept, PPTY

PPTY$249 − $53 = $196

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee