XSLV vs PPTY

AXSLV

BPPTY

Measures won5–1XSLV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · XSLV $11,749

Lowest cost0.03%VUG · $3 on $10k

Most income2.54%PPTY · $254 on $10k

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

Held in common11.1%XSLV and PPTY

XSLV

PPTY

Invesco S&P SmallCap Low Volatility ETF · $244MUS Diversified Real Estate ETF · $23M

+12.6%3 years · per year$14,290 · $14,162+12.3%

+3.3%5 years · per year$11,749 · $10,581+1.1%

0.25%Expense ratio$25 · $53 on $10k · lower wins0.53%

2.39%12-mo yield$239 · $254 on $10k2.54%

−9.5%Worst dropSmaller wins−11.8%

13.2%VolatilityLower wins14.0%

5–1XSLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSLV · PPTY

1.1%FCPT4.0%

1.0%TRNO2.6%

0.9%AKR1.1%

0.9%DEA2.4%

Held in common11.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.39%	−0.6%	+12.3%	+15.0%	+12.6%	+3.3%	−9.5%	$244M
3	BPPTY	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.39%	−0.6%	+12.3%	+15.0%	+12.6%	+3.3%	−9.5%	$244M
3	BPPTY	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

XSLV vs PPTY

XSLV

Invesco S&P SmallCap Low Volatility

$11,749

PPTY

US Diversified Real Estate

$10,581

MeasureXSLVPPTY

Fee0.25%0.53%

Cost on $10k a year$25$53

Yield2.39%2.54%

5 years, per year+3.3%+1.1%

3 years, per year+12.6%+12.3%

Worst drop · 1Y−9.5%−11.8%

Volatility · 1Y13.2%14.0%

5–1measures won
XSLV first

11.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: XSLV, PPTY, VUG

Today

11.1%most shared, XSLV and PPTY

XSLVPPTYVUG

XSLV—11.1%0.0%

PPTY11.1%—1.3%

VUG0.0%1.3%—

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

Income After Fees on $10,000

$214most kept, XSLV

XSLV$239 − $25 = $214

PPTY$254 − $53 = $201

VUG$42 − $3 = $39

KeptFee

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