PPTY vs VYM
US Diversified Real Estate ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | PPTY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.53% | 0.04% | |
| AUM | $25M | $81.6B | |
| Dividend Yield | 2.47% | 2.24% | |
| Holdings | 88 | 616 | |
| YTD Return | +14.55% | +16.42% | |
| 1Y Return | +17.13% | +24.22% | |
| 3Y Return (annualized) | +9.39% | +19.03% | |
| 5Y Return (annualized) | +2.48% | +12.21% | |
| Volatility (annualized) | 18.6% | 14.6% | |
| Max Drawdown | -41.7% | -58.8% | |
| Fund Family | Vident Financial | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 26, 2018 | Nov 10, 2006 |
PPTY vs VYM Performance
US Diversified Real Estate ETF (PPTY) is a ETF from Vident Financial and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PPTY returned +17.13% while VYM returned +24.22%. Year to date, PPTY is up 14.55% versus a gain of 16.42% for VYM.
Over three years, PPTY compounded at +9.39% per year against +19.03% for VYM; over five years the annualized figures are +2.48% and +12.21% respectively. Across the full 8-year window we track, VYM has the edge at +7.10% 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 14.6% for VYM. 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 -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $53 vs $4 annually, a gap of $49 per year that compounds over a long holding period. On income, PPTY currently yields 2.47% against 2.24% for VYM.
Holdings Overlap
PPTY and VYM share 1 holdings out of 687 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in PPTY | Weight in VYM | Difference |
|---|---|---|---|
| WH | 0.36% | 0.03% | 0.33% |
Frequently Asked Questions
Which is cheaper, PPTY or VYM?
PPTY has an expense ratio of 0.53% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, PPTY or VYM?
Over the past year PPTY returned +17.13% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), PPTY annualized +6.11% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, PPTY or VYM?
PPTY has been the more volatile fund at 18.6% annualized versus 14.6% for VYM. Worst drawdown: PPTY -41.7% vs VYM -58.8%.
Should I hold both PPTY and VYM?
PPTY and VYM 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 VYM?
PPTY and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 687 unique securities.
Which pays a higher dividend, PPTY or VYM?
PPTY yields 2.47% while VYM yields 2.24%, so PPTY currently pays the higher dividend yield.
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