PPTY vs XLRE

APPTY

BXLRE

Measures won1–5XLRE wins · of 6 · 5Y

$10,000 · 5Y$10,907XLRE · PPTY $10,581

Lowest cost0.08%XLRE · $8 on $10k

Most income3.28%XLRE · $328 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common34.6%PPTY and XLRE

PPTY

XLRE

US Diversified Real Estate ETF · $23MState Street Real Estate Select Sector SPDR ETF · $8.6B

+12.3%3 years · per year$14,162 · $14,657+13.6%

+1.1%5 years · per year$10,581 · $10,907+1.8%

0.53%Expense ratio$53 · $8 on $10k · lower wins0.08%

2.54%12-mo yield$254 · $328 on $10k3.28%

−11.8%Worst dropSmaller wins−11.1%

14.0%VolatilityLower wins14.7%

1–5XLRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · XLRE

4.2%EQIX6.4%

3.8%PLD8.0%

3.5%DLR4.1%

3.4%WELL11.6%

Held in common34.6%

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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B
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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B
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 XLRE

PPTY

US Diversified Real Estate

$10,581

XLRE

Real Estate Select Sector SPDR

$10,907

MeasurePPTYXLRE

Fee0.53%0.08%

Cost on $10k a year$53$8

Yield2.54%3.28%

5 years, per year+1.1%+1.8%

3 years, per year+12.3%+13.6%

Worst drop · 1Y−11.8%−11.1%

Volatility · 1Y14.0%14.7%

5–1measures won
XLRE first

34.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PPTY, XLRE

Today

34.6%most shared, PPTY and XLRE

PPTYXLRE

PPTY—34.6%

XLRE34.6%—

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

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

PPTY$254 − $53 = $201

KeptFee

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