PPTY vs QQQ
US Diversified Real Estate ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | PPTY | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.53% | 0.18% | |
| AUM | $25M | $496.3B | |
| Dividend Yield | 2.47% | 0.44% | |
| Holdings | 88 | 108 | |
| YTD Return | +13.29% | +17.30% | |
| 1Y Return | +16.38% | +24.93% | |
| 3Y Return (annualized) | +9.90% | +26.19% | |
| 5Y Return (annualized) | +2.50% | +15.34% | |
| Volatility (annualized) | 18.6% | 30.6% | |
| Max Drawdown | -41.7% | -83.0% | |
| Fund Family | Vident Financial | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Mar 26, 2018 | Mar 10, 1999 |
PPTY vs QQQ Performance
US Diversified Real Estate ETF (PPTY) is a ETF from Vident Financial and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PPTY returned +16.38% while QQQ returned +24.93%. Year to date, PPTY is up 13.29% versus a gain of 17.30% for QQQ.
Over three years, PPTY compounded at +9.90% per year against +26.19% for QQQ; over five years the annualized figures are +2.50% and +15.34% respectively. Across the full 8-year window we track, QQQ has the edge at +13.06% annualized vs +5.96%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.6% for PPTY. 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 -41.7% for PPTY and -83.0% for QQQ. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PPTY charges 0.53% per year while QQQ charges 0.18%. On a $10,000 position that is $53 vs $18 annually, a gap of $35 per year that compounds over a long holding period. On income, PPTY currently yields 2.47% against 0.44% for QQQ.
Holdings Overlap
PPTY and QQQ share 1 holdings out of 186 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in PPTY | Weight in QQQ | Difference |
|---|---|---|---|
| MAR | 2.25% | 0.42% | 1.83% |
Frequently Asked Questions
Which is cheaper, PPTY or QQQ?
PPTY has an expense ratio of 0.53% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, PPTY or QQQ?
Over the past year PPTY returned +16.38% vs +24.93% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), PPTY annualized +5.96% vs +13.06% for QQQ. Past performance does not guarantee future results.
Which is riskier, PPTY or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 18.6% for PPTY. Worst drawdown: PPTY -41.7% vs QQQ -83.0%.
Should I hold both PPTY and QQQ?
PPTY and QQQ have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PPTY and QQQ?
PPTY and QQQ share 1 common holdings with a 0.4% weight overlap. Combined, they hold 186 unique securities.
Which pays a higher dividend, PPTY or QQQ?
PPTY yields 2.47% while QQQ yields 0.44%, so PPTY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.