PPTY vs VYM
US Diversified Real Estate ETF vs Vanguard High Dividend Yield ETF
Which is better, PPTY or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.5%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.53% | 0.04%Best |
| AUM | $25M | $81.6B |
| Dividend Yield | 2.56% | 2.22% |
| Holdings | 88 | 613 |
| YTD Return | +7.41% | +10.24%Best |
| 1Y Return | +6.91% | +14.89%Best |
| 3Y Return (annualized) | +9.67% | +18.00%Best |
| 5Y Return (annualized) | +1.45% | +11.42%Best |
| Volatility (annualized) | 18.6% | 15.2%Best |
| Max Drawdown | -41.7% | -35.7%Best |
| $10,000 over 5 years | $10,746 | $17,172Best |
| Top 10 Weight | 36.5% | 26.1%Best |
| Fund Family | Vident Financial | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Mar 26, 2018 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Mar 27, 2018 to Sep 25, 2026 (8.5 years).
PPTY vs VYM 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 8.5 years both funds cover.
PPTY vs VYM Performance
US Diversified Real Estate ETF (PPTY) is an ETF from Vident Financial and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PPTY returned +6.91% while VYM returned +14.89%. Year to date, PPTY is up 7.41% versus a gain of 10.24% for VYM.
Over three years, PPTY compounded at +9.67% per year against +18.00% for VYM; over five years the annualized figures are +1.45% and +11.42% respectively. Across the full 9-year window we track, VYM has the edge at +10.13% annualized vs +5.23%.
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 15.2% 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 -35.7% for VYM. 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 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 2.56% against 2.22% for VYM.
Holdings Overlap
0.4% of PPTY's money is in holdings VYM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 84 positions we hold weights for in PPTY and 557 in VYM, against full books of 88 and 613.
What only one of them owns
Measured across the 84 and 557 positions we hold weights for.
VYM holds 527 positions PPTY does not, 97.0% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%
Top Shared Holdings
| Stock | Weight in PPTY | Weight in VYM | Difference |
|---|---|---|---|
| WHWyndham Hotels & Resorts Inc | 0.40% | 0.02% | 0.38% |
You are not choosing between two funds in isolation.
Whichever of PPTY and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $49 a year on a $10,000 investment.
Which performed better, PPTY or VYM?
Over the past year PPTY returned +6.91% vs +14.89% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), PPTY annualized +5.23% vs +10.13% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PPTY or VYM?
PPTY has been the more volatile fund at 18.6% annualized versus 15.2% for VYM. Worst drawdown: PPTY -41.7% vs VYM -35.7%.
Should I hold both PPTY and VYM?
PPTY and VYM 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.
Which pays a higher dividend, PPTY or VYM?
PPTY yields 2.56% while VYM yields 2.22%, so PPTY currently pays the higher dividend yield.
Is VYM better than PPTY?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.