PPTY vs VOO
US Diversified Real Estate ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | PPTY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.53% | 0.03% | |
| AUM | $25M | $997.4B | |
| Dividend Yield | 2.47% | 1.08% | |
| Holdings | 88 | 509 | |
| YTD Return | +14.55% | +14.27% | |
| 1Y Return | +17.13% | +21.79% | |
| 3Y Return (annualized) | +9.39% | +22.19% | |
| 5Y Return (annualized) | +2.48% | +13.28% | |
| Volatility (annualized) | 18.6% | 14.2% | |
| Max Drawdown | -41.7% | -34.3% | |
| Fund Family | Vident Financial | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 26, 2018 | Sep 7, 2010 |
PPTY vs VOO Performance
US Diversified Real Estate ETF (PPTY) is a ETF from Vident Financial and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PPTY returned +17.13% while VOO returned +21.79%. Year to date, PPTY is up 14.55% versus a gain of 14.27% for VOO.
Over three years, PPTY compounded at +9.39% per year against +22.19% for VOO; over five years the annualized figures are +2.48% and +13.28% respectively. Across the full 8-year window we track, VOO has the edge at +13.59% 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 14.2% for VOO. 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 -34.3% for VOO. 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
PPTY charges 0.53% per year while VOO charges 0.03%. On a $10,000 position that is $53 vs $3 annually, a gap of $50 per year that compounds over a long holding period. On income, PPTY currently yields 2.47% against 1.08% for VOO.
Holdings Overlap
PPTY and VOO 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, PPTY or VOO?
PPTY has an expense ratio of 0.53% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, PPTY or VOO?
Over the past year PPTY returned +17.13% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), PPTY annualized +6.11% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, PPTY or VOO?
PPTY has been the more volatile fund at 18.6% annualized versus 14.2% for VOO. Worst drawdown: PPTY -41.7% vs VOO -34.3%.
Should I hold both PPTY and VOO?
PPTY and VOO 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 PPTY and VOO?
PPTY and VOO share 25 common holdings with a 1.7% weight overlap. Combined, they hold 565 unique securities.
Which pays a higher dividend, PPTY or VOO?
PPTY yields 2.47% while VOO yields 1.08%, so PPTY currently pays the higher dividend yield.
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