VUG vs PPTY

AVUG

BPPTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · PPTY $10,516

Lowest cost0.03%VUG · $3 on $10k

Most income2.53%PPTY · $253 on $10k

Smallest drop−11.8%PPTY · worst fall in 1Y

Held in common1.3%VUG and PPTY

VUG

PPTY

Vanguard Morningstar Growth ETF · $233BUS Diversified Real Estate ETF · $23M

+22.8%3 years · per year$18,532 · $14,291+12.6%

+9.9%5 years · per year$16,052 · $10,516+1.0%

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

0.43%12-mo yield$43 · $253 on $10k2.53%

−15.1%Worst dropSmaller wins−11.8%

19.0%VolatilityLower wins14.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · PPTY

0.5%WELL3.3%

0.3%EQIX4.4%

0.2%MAR2.6%

0.2%HLT2.1%

Held in common1.3%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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

VUG vs PPTY

VUG

Vanguard Morningstar Growth

$16,052

PPTY

US Diversified Real Estate

$10,516

MeasureVUGPPTY

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield0.43%2.53%

5 years, per year+9.9%+1.0%

3 years, per year+22.8%+12.6%

Worst drop · 1Y−15.1%−11.8%

Volatility · 1Y19.0%14.0%

3–3measures won
level

1.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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: VUG, PPTY

Today

1.3%most shared, VUG and PPTY

VUGPPTY

VUG—1.3%

PPTY1.3%—

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

VUG$43 − $3 = $40

KeptFee

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