PPTY vs VTV

APPTY

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · PPTY $10,516

Lowest cost0.03%VTV · $3 on $10k

Most income2.53%PPTY · $253 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.5%PPTY and VTV

PPTY

VTV

US Diversified Real Estate ETF · $23MVanguard Morningstar Value ETF · $184B

+12.6%3 years · per year$14,291 · $17,832+21.3%

+1.0%5 years · per year$10,516 · $17,626+12.0%

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

2.53%12-mo yield$253 · $186 on $10k1.86%

−11.8%Worst dropSmaller wins−6.4%

14.0%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · VTV

3.8%PLD0.5%

3.6%DLR0.2%

2.8%SPG0.2%

0.7%O0.2%

Held in common1.5%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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 VTV

PPTY

US Diversified Real Estate

$10,516

VTV

Vanguard Morningstar Value

$17,626

MeasurePPTYVTV

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield2.53%1.86%

5 years, per year+1.0%+12.0%

3 years, per year+12.6%+21.3%

Worst drop · 1Y−11.8%−6.4%

Volatility · 1Y14.0%10.7%

5–1measures won
VTV first

1.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PPTY, VTV

Today

1.5%most shared, PPTY and VTV

PPTYVTV

PPTY—1.5%

VTV1.5%—

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

VTV$186 − $3 = $183

KeptFee

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