PPTY vs VTI
US Diversified Real Estate ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, PPTY or VTI?
Mid Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PPTY | VTI |
|---|---|---|
| Expense Ratio | 0.53% | 0.03%Best |
| AUM | $25M | $666.9B |
| Dividend Yield | 2.47% | 1.07% |
| Holdings | 88 | 3,543 |
| YTD Return | +11.91% | +13.59%Best |
| 1Y Return | +9.74% | +20.00%Best |
| 3Y Return (annualized) | +8.56% | +20.95%Best |
| 5Y Return (annualized) | +1.60% | +11.81%Best |
| Volatility (annualized) | 18.6% | 16.9%Best |
| Max Drawdown | -41.7% | -35.0%Best |
| $10,000 over 5 years | $10,826 | $17,474Best |
| Fund Family | Vident Financial | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Mar 26, 2018 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 27, 2018 to Sep 4, 2026 (8.4 years).
PPTY vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.4 years both funds cover.
PPTY vs VTI Performance
US Diversified Real Estate ETF (PPTY) is an ETF from Vident Financial and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PPTY returned +9.74% while VTI returned +20.00%. Year to date, PPTY is up 11.91% versus a gain of 13.59% for VTI.
Over three years, PPTY compounded at +8.56% per year against +20.95% for VTI; over five years the annualized figures are +1.60% and +11.81% respectively. Across the full 8-year window we track, VTI has the edge at +14.14% annualized vs +5.78%.
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 16.9% for VTI. 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PPTY charges 0.53% per year while VTI 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 1.07% for VTI.
Holdings Overlap
At least 75.1% of PPTY's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of PPTY is already inside VTI. Owning both mostly buys the same companies twice.
The two holdings books were reported 50 days apart, PPTY as of Aug 19, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
59 positions in common, counted across the 84 positions we hold weights for in PPTY and 2,787 in VTI, against full books of 88 and 3,543.
Top Shared Holdings
| Stock | Weight in PPTY | Weight in VTI | Difference |
|---|---|---|---|
| EQREquity Residential (eqr) | 6.74% | 0.03% | 6.71% |
| EQIXEquinix Inc. Real Estate Investment Trust | 4.34% | 0.14% | 4.20% |
| PLDPrologis Inc | 4.00% | 0.17% | 3.83% |
| DLRDigital Realty Trust Inc. | 3.63% | 0.09% | 3.54% |
| WELLWelltower, Inc. | 3.08% | 0.22% | 2.86% |
| KRCKrc Kilroy Realty Corp. | 2.84% | 0.00% | 2.84% |
| SPGSimon Property Group Inc | 2.66% | 0.09% | 2.57% |
| TRNOTerreno Realty Corp | 2.56% | 0.00% | 2.56% |
| DEAEasterly Government Properties Inc | 2.52% | 0.00% | 2.52% |
| MARMarriott International, Inc. | 2.12% | 0.11% | 2.01% |
75.1% of PPTY is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PPTY or VTI?
PPTY has an expense ratio of 0.53% while VTI charges 0.03%. VTI is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, PPTY or VTI?
Over the past year PPTY returned +9.74% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), PPTY annualized +5.78% vs +14.14% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PPTY or VTI?
PPTY has been the more volatile fund at 18.6% annualized versus 16.9% for VTI. Worst drawdown: PPTY -41.7% vs VTI -35.0%.
Should I hold both PPTY and VTI?
PPTY and VTI have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between PPTY and VTI?
At least 75.1% of PPTY's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 59 positions in common, counted across the 84 positions we hold weights for in PPTY and 2,787 in VTI.
Which pays a higher dividend, PPTY or VTI?
PPTY yields 2.47% while VTI yields 1.07%, so PPTY currently pays the higher dividend yield.
Is VTI better than PPTY?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.