VTV vs PPTY

AVTV

BPPTY

Measures won5–1VTV 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%VTV and PPTY

VTV

PPTY

Vanguard Morningstar Value ETF · $184BUS Diversified Real Estate ETF · $23M

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

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

0.03%Expense ratio$3 · $53 on $10k · lower wins0.53%

1.86%12-mo yield$186 · $253 on $10k2.53%

−6.4%Worst dropSmaller wins−11.8%

10.7%VolatilityLower wins14.0%

5–1VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · PPTY

0.5%PLD3.8%

0.2%DLR3.6%

0.2%SPG2.8%

0.2%O0.7%

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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BPPTY	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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BPPTY	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

VTV vs PPTY

VTV

Vanguard Morningstar Value

$17,626

PPTY

US Diversified Real Estate

$10,516

MeasureVTVPPTY

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield1.86%2.53%

5 years, per year+12.0%+1.0%

3 years, per year+21.3%+12.6%

Worst drop · 1Y−6.4%−11.8%

Volatility · 1Y10.7%14.0%

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: VTV, PPTY

Today

1.5%most shared, VTV and PPTY

VTVPPTY

VTV—1.5%

PPTY1.5%—

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