IVV vs PPTY
iShares Core S&P 500 ETF vs US Diversified Real Estate ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PPTY | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.53% | |
| AUM | $907.0B | $25M | |
| Dividend Yield | 1.10% | 2.47% | |
| Holdings | 508 | 88 | |
| YTD Return | +13.74% | +13.66% | |
| 1Y Return | +21.54% | +16.76% | |
| 3Y Return (annualized) | +22.61% | +9.69% | |
| 5Y Return (annualized) | +13.31% | +2.41% | |
| Volatility (annualized) | 15.1% | 18.6% | |
| Max Drawdown | -56.5% | -41.7% | |
| Fund Family | iShares by BlackRock (US) | Vident Financial | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 26, 2018 |
IVV vs PPTY Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and US Diversified Real Estate ETF (PPTY) is a ETF from Vident Financial. Over the past year IVV returned +21.54% while PPTY returned +16.76%. Year to date, IVV is up 13.74% versus a gain of 13.66% for PPTY.
Over three years, IVV compounded at +22.61% per year against +9.69% for PPTY; over five years the annualized figures are +13.31% and +2.41% respectively. Across the full 8-year window we track, IVV has the edge at +7.04% annualized vs +6.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PPTY has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -41.7% for PPTY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while PPTY charges 0.53%. On a $10,000 position that is $3 vs $53 annually, a gap of $50 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.47% for PPTY.
Holdings Overlap
IVV and PPTY share 25 holdings out of 565 unique holdings combined, representing a 1.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PPTY?
IVV has an expense ratio of 0.03% while PPTY charges 0.53%. IVV is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, IVV or PPTY?
Over the past year IVV returned +21.54% vs +16.76% for PPTY, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +7.04% vs +6.01% for PPTY. Past performance does not guarantee future results.
Which is riskier, IVV or PPTY?
PPTY has been the more volatile fund at 18.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PPTY -41.7%.
Should I hold both IVV and PPTY?
IVV and PPTY have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PPTY?
IVV and PPTY share 25 common holdings with a 1.7% weight overlap. Combined, they hold 565 unique securities.
Which pays a higher dividend, IVV or PPTY?
IVV yields 1.10% while PPTY yields 2.47%, so PPTY currently pays the higher dividend yield.
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