IVV vs PPTY
iShares Core S&P 500 ETF vs US Diversified Real Estate ETF
Which is better, IVV or PPTY?
Large Cap Blend against Mid Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. PPTY is less concentrated, with 36.4% of the fund in its ten largest positions against 38.9%.
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 | IVV | PPTY |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.53% |
| AUM | $896.5B | $24M |
| Dividend Yield | 1.10% | 2.71% |
| Holdings | 508 | 170 |
| YTD Return | +13.59%Best | +5.47% |
| 1Y Return | +17.54%Best | +5.69% |
| 3Y Return (annualized) | +22.46%Best | +8.69% |
| 5Y Return (annualized) | +13.28%Best | +0.19% |
| Volatility (annualized) | 16.3%Best | 18.6% |
| Max Drawdown | -33.9%Best | -41.7% |
| $10,000 over 5 years | $18,654Best | $10,095 |
| Top 10 Weight | 38.9% | 36.4%Best |
| Fund Family | iShares by BlackRock (US) | Vident Financial |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Blend |
| Inception | May 15, 2000 | Mar 26, 2018 |
Volatility and max drawdown are measured over the window both funds cover: Mar 27, 2018 to Oct 14, 2026 (8.6 years).
IVV vs PPTY 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 8.6 years both funds cover.
IVV vs PPTY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and US Diversified Real Estate ETF (PPTY) is an ETF from Vident Financial. Over the past year IVV returned +17.54% while PPTY returned +5.69%. Year to date, IVV is up 13.59% versus a gain of 5.47% for PPTY.
Over three years, IVV compounded at +22.46% per year against +8.69% for PPTY; over five years the annualized figures are +13.28% and +0.19% respectively. Across the full 9-year window we track, IVV has the edge at +14.54% annualized vs +4.97%.
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 16.3% for IVV. 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 -33.9% for IVV and -41.7% for PPTY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
IVV charges 0.03% per year while PPTY charges 0.53%. On a $10,000 position that is $3 vs $53 annually, a gap of $50 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.71% for PPTY.
Holdings Overlap
1.5% of IVV's money is in holdings PPTY also owns. 49.8% of PPTY's money is in holdings IVV also owns.
The two portfolios partly overlap.
23 positions in common, counted across the 506 positions we hold weights for in IVV and 83 in PPTY, against full books of 508 and 170.
What only one of them owns
Our book lists 60 positions for PPTY that do not appear in our book for IVV (49.3% of the fund), and 477 for IVV that do not appear in PPTY (98.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in PPTY | Difference |
|---|---|---|---|
| EQRVivmark Residential | 0.07% | 6.84% | 6.77% |
| EQIXEquinix, Inc. | 0.15% | 4.43% | 4.28% |
| PLDPrologis Inc | 0.18% | 3.95% | 3.77% |
| DLRDigital Realty Trust Inc. | 0.09% | 3.62% | 3.53% |
| WELLWelltower, Inc. | 0.25% | 3.22% | 2.97% |
| SPGSimon Property Group Inc | 0.10% | 2.60% | 2.50% |
| MARMarriott International, Inc. | 0.11% | 2.27% | 2.16% |
| BXPBoston Properties Inc | 0.01% | 2.17% | 2.16% |
| ESSEssex Property Trust Inc. | 0.03% | 2.10% | 2.07% |
| AREAlexandria Real Estate Equities Inc. | 0.01% | 2.10% | 2.09% |
49.8% of PPTY is already inside IVV.
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, IVV or PPTY?
IVV has an expense ratio of 0.03% while PPTY charges 0.53%. IVV is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, IVV or PPTY?
Over the past year IVV returned +17.54% vs +5.69% for PPTY, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +14.54% vs +4.97% for PPTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PPTY?
PPTY has been the more volatile fund at 18.6% annualized versus 16.3% for IVV. Worst drawdown: IVV -33.9% vs PPTY -41.7%.
Should I hold both IVV and PPTY?
IVV and PPTY have a monthly-return correlation of 0.81, 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 IVV and PPTY?
49.8% of PPTY's money is in holdings IVV also owns. 49.8% of PPTY's is in holdings IVV also owns. They hold 23 positions in common, counted across the 506 positions we hold weights for in IVV and 83 in PPTY.
Which pays a higher dividend, IVV or PPTY?
IVV yields 1.10% while PPTY yields 2.71%, so PPTY currently pays the higher dividend yield.
Is PPTY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. PPTY is less concentrated, with 36.4% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.