PPTY vs XSLV

APPTY

BXSLV

Measures won1–5XSLV wins · of 6 · 5Y

$10,000 · 5Y$12,158XSLV · PPTY $10,792

Lowest cost0.25%XSLV · $25 on $10k

Most income2.49%PPTY · $249 on $10k

Smallest drop−9.5%XSLV · worst fall in 1Y

Held in common11.0%PPTY and XSLV

PPTY

XSLV

US Diversified Real Estate ETF · $23MInvesco S&P SmallCap Low Volatility ETF · $239M

+13.7%3 years · per year$14,700 · $14,782+13.9%

+1.5%5 years · per year$10,792 · $12,158+4.0%

0.53%Expense ratio$53 · $25 on $10k · lower wins0.25%

2.49%12-mo yield$249 · $234 on $10k2.34%

−11.8%Worst dropSmaller wins−9.5%

13.9%VolatilityLower wins13.1%

1–5XSLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · XSLV

3.9%FCPT1.1%

2.6%TRNO1.0%

2.5%DEA0.9%

1.1%AKR0.9%

Held in common11.0%

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

Both

5Y2 funds

#			Trend
1	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.34%	+1.9%	+15.0%	+19.4%	+13.9%	+4.0%	−9.5%	$239M
2	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

Both

5Y2 funds

#			Trend
1	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.34%	+1.9%	+15.0%	+19.4%	+13.9%	+4.0%	−9.5%	$239M
2	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 XSLV

PPTY

US Diversified Real Estate

$10,792

XSLV

Invesco S&P SmallCap Low Volatility

$12,159

MeasurePPTYXSLV

Fee0.53%0.25%

Cost on $10k a year$53$25

Yield2.49%2.34%

5 years, per year+1.5%+4.0%

3 years, per year+13.7%+13.9%

Worst drop · 1Y−11.8%−9.5%

Volatility · 1Y13.9%13.1%

5–1measures won
XSLV first

11.0%

holdings shared

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

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

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

Overlap: PPTY, XSLV

Today

11.0%most shared, PPTY and XSLV

PPTYXSLV

PPTY—11.0%

XSLV11.0%—

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

Income After Fees on $10,000

$209most kept, XSLV

XSLV$234 − $25 = $209

PPTY$249 − $53 = $196

KeptFee

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