PPTY vs SCHD
US Diversified Real Estate ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | PPTY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.53% | 0.06% | |
| AUM | $25M | $108.7B | |
| Dividend Yield | 2.47% | 3.13% | |
| Holdings | 88 | 104 | |
| YTD Return | +14.55% | +26.54% | |
| 1Y Return | +17.13% | +30.90% | |
| 3Y Return (annualized) | +9.39% | +16.29% | |
| 5Y Return (annualized) | +2.48% | +9.65% | |
| Volatility (annualized) | 18.6% | 13.6% | |
| Max Drawdown | -41.7% | -33.4% | |
| Fund Family | Vident Financial | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 26, 2018 | Oct 20, 2011 |
PPTY vs SCHD Performance
US Diversified Real Estate ETF (PPTY) is a ETF from Vident Financial and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PPTY returned +17.13% while SCHD returned +30.90%. Year to date, PPTY is up 14.55% versus a gain of 26.54% for SCHD.
Over three years, PPTY compounded at +9.39% per year against +16.29% for SCHD; over five years the annualized figures are +2.48% and +9.65% respectively. Across the full 8-year window we track, SCHD has the edge at +11.51% annualized vs +6.11%. 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 13.6% for SCHD. 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 -33.4% for SCHD. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PPTY charges 0.53% per year while SCHD charges 0.06%. On a $10,000 position that is $53 vs $6 annually, a gap of $47 per year that compounds over a long holding period. On income, PPTY currently yields 2.47% against 3.13% for SCHD.
Holdings Overlap
PPTY and SCHD share 0 holdings out of 185 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PPTY or SCHD?
PPTY has an expense ratio of 0.53% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, PPTY or SCHD?
Over the past year PPTY returned +17.13% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), PPTY annualized +6.11% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, PPTY or SCHD?
PPTY has been the more volatile fund at 18.6% annualized versus 13.6% for SCHD. Worst drawdown: PPTY -41.7% vs SCHD -33.4%.
Should I hold both PPTY and SCHD?
PPTY and SCHD have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PPTY and SCHD?
PPTY and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 185 unique securities.
Which pays a higher dividend, PPTY or SCHD?
PPTY yields 2.47% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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