PPTY vs VTI
US Diversified Real Estate ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | PPTY | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.53% | 0.03% | |
| AUM | $25M | $666.9B | |
| Dividend Yield | 2.47% | 1.07% | |
| Holdings | 88 | 3,543 | |
| YTD Return | +14.55% | +14.82% | |
| 1Y Return | +17.13% | +22.43% | |
| 3Y Return (annualized) | +9.39% | +21.93% | |
| 5Y Return (annualized) | +2.48% | +12.34% | |
| Volatility (annualized) | 18.6% | 15.4% | |
| Max Drawdown | -41.7% | -56.6% | |
| Fund Family | Vident Financial | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 26, 2018 | May 24, 2001 |
PPTY vs VTI Performance
US Diversified Real Estate ETF (PPTY) is a ETF from Vident Financial and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PPTY returned +17.13% while VTI returned +22.43%. Year to date, PPTY is up 14.55% versus a gain of 14.82% for VTI.
Over three years, PPTY compounded at +9.39% per year against +21.93% for VTI; over five years the annualized figures are +2.48% and +12.34% respectively. Across the full 8-year window we track, VTI has the edge at +8.16% 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 15.4% 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 -56.6% for VTI. 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 0.82. 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
PPTY and VTI share 60 holdings out of 2812 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $50 per year of difference.
Which performed better, PPTY or VTI?
Over the past year PPTY returned +17.13% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), PPTY annualized +6.11% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, PPTY or VTI?
PPTY has been the more volatile fund at 18.6% annualized versus 15.4% for VTI. Worst drawdown: PPTY -41.7% vs VTI -56.6%.
Should I hold both PPTY and VTI?
PPTY and VTI have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PPTY and VTI?
PPTY and VTI share 60 common holdings with a 1.5% weight overlap. Combined, they hold 2812 unique securities.
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.
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