PPTY vs XSLV

APPTY

BXSLV

Measures won1–5XSLV wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XSLV $11,734

Lowest cost0.08%XLE · $8 on $10k

Most income2.50%PPTY · $250 on $10k

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

Held in common11.1%PPTY and XSLV

PPTY

XSLV

US Diversified Real Estate ETF · $23MInvesco S&P SmallCap Low Volatility ETF · $238M

+11.7%3 years · per year$13,952 · $14,202+12.4%

+1.3%5 years · per year$10,670 · $11,733+3.2%

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

2.50%12-mo yield$250 · $236 on $10k2.36%

−11.8%Worst dropSmaller wins−9.5%

14.1%VolatilityLower wins13.2%

1–5XSLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPPTY · XSLV

3.9%FCPT1.1%

2.6%TRNO1.0%

1.1%AKR0.9%

2.4%DEA0.9%

Held in common11.1%

End-of-day Nov 9, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.36%	+1.3%	+13.8%	+17.2%	+12.4%	+3.2%	−9.5%	$238M
3	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.50%	+1.5%	+13.9%	+15.0%	+11.7%	+1.3%	−11.8%	$23M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.36%	+1.3%	+13.8%	+17.2%	+12.4%	+3.2%	−9.5%	$238M
3	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.50%	+1.5%	+13.9%	+15.0%	+11.7%	+1.3%	−11.8%	$23M

End-of-day Nov 9, 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

$10,670

XSLV

Invesco S&P SmallCap Low Volatility

$11,734

MeasurePPTYXSLV

Fee0.53%0.25%

Cost on $10k a year$53$25

Yield2.50%2.36%

5 years, per year+1.3%+3.2%

3 years, per year+11.7%+12.4%

Worst drop · 1Y−11.8%−9.5%

Volatility · 1Y14.1%13.2%

5–1measures won
XSLV first

11.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PPTY, XSLV, XLE

Today

11.1%most shared, PPTY and XSLV

PPTYXSLVXLE

PPTY—11.1%0.0%

XSLV11.1%—0.0%

XLE0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XSLV$236 − $25 = $211

PPTY$250 − $53 = $197

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee