PPTY vs NOM

Comparison between U.S. DIVERSIFIED REAL ESTATE ETF (PPTY, ETF) and Nuveen Missouri Quality Municipal Income Fund (NOM, ETF).

5-Year PerformancePPTY has outperformed NOM, delivering a return of +2.8% compared to -0.8%

PPTY vs NOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PPTY(ETF)	NOM(ETF)
Net Assets	$24M	$25M
Expense Ratio	0.53%	N/A
Max Drawdown	41.69%	55.11%
Sharpe Ratio	0.70	0.72
5Y Beta	0.59	0.05
P/E Ratio	29.20	N/A
Forward P/E	35.90	N/A
5Y Dividends CAGR	3.24%	10.46%
5Y EPS CAGR	8.99%	N/A
Debt to Equity	78.32%	N/A
P/S Ratio	6.69	N/A
P/B Ratio	1.99	N/A

Net Assets

PPTY

$24M

Winner

NOM

$25M

Expense Ratio

PPTY

0.53%

NOM

N/A

Max Drawdown

Winner

PPTY

41.69%

NOM

55.11%

Sharpe Ratio

PPTY

0.70

Winner

NOM

0.72

5Y Beta

PPTY

0.59

Winner

NOM

0.05

P/E Ratio

PPTY

29.20

NOM

N/A

Forward P/E

PPTY

35.90

NOM

N/A

5Y Dividends CAGR

PPTY

3.24%

Winner

NOM

10.46%

5Y EPS CAGR

PPTY

8.99%

NOM

N/A

Debt to Equity

PPTY

78.32%

NOM

N/A

P/S Ratio

PPTY

6.69

NOM

N/A

P/B Ratio

PPTY

1.99

NOM

N/A

PPTY vs NOM - Historical Returns

Returns include dividend reinvestment.

Period	PPTY	NOM
1 month	+3.12%	+4.14%
3 months	+6.61%	-1.38%
6 months	+12.82%	+2.32%
1 year	+13.49%	+18.90%
5 years(CAGR)	+2.77%	-0.85%
10 years(CAGR)	+7.03%	+0.18%
Max(CAGR)	+7.03%	+4.31%

PPTY

+3.12%

Winner

NOM

+4.14%

Winner

PPTY

+6.61%

NOM

-1.38%

Winner

PPTY

+12.82%

NOM

+2.32%

PPTY

+13.49%

Winner

NOM

+18.90%

5Y(CAGR)

Winner

PPTY

+2.77%

NOM

-0.85%

10Y(CAGR)

Winner

PPTY

+7.03%

NOM

+0.18%

Max(CAGR)

Winner

PPTY

+7.03%

NOM

+4.31%

PPTY vs NOM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PPTY	NOM
2026	+11.95%	-5.27%
2025	-2.80%	+8.10%
2024	+8.67%	+26.93%
2023	+12.69%	-1.80%
2022	-25.82%	-25.49%
2021	+45.22%	+8.77%
2020	-5.74%	+1.20%
2019	+33.39%	+28.92%
2018	+4.09%	-15.69%
2017	N/A	-4.00%
2016	N/A	+1.64%
2015	N/A	+6.93%
2014	N/A	+23.67%
2013	N/A	-20.34%
2012	N/A	+3.99%
2011	N/A	+22.27%
2010	N/A	+0.72%
2009	N/A	+34.00%
2008	N/A	-9.09%
2007	N/A	-13.11%
2006	N/A	+1.27%
2005	N/A	-1.61%
2004	N/A	+16.93%
2003	N/A	+11.43%
2002	N/A	+14.28%
2001	N/A	+16.07%
2000	N/A	+4.42%
1999	N/A	+8.29%

PPTY vs NOM Drawdown Comparison

The maximum drawdown for PPTY was -41.69%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The maximum drawdown for NOM was -44.22%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current PPTY drawdown is -1.30%. The current NOM drawdown is -15.39%.

Rank	PPTY	NOM
#1	-41.69% Feb 21, 2020 - Apr 20, 2021	-44.22% Aug 24, 2021 - Oct 27, 2023
#2	-32.41% Jan 4, 2022 - Oct 27, 2023	-40.34% May 9, 2007 - Dec 2, 2009
#3	-12.86% Dec 6, 2018 - Jan 30, 2019	-32.42% Oct 31, 2017 - Mar 24, 2021
#4	-8.50% Aug 29, 2018 - Dec 6, 2018	-28.00% Jan 7, 2013 - Nov 23, 2015
#5	-5.92% Nov 24, 2021 - Dec 8, 2021	-18.99% Mar 19, 2004 - Nov 26, 2004
#6	-5.29% Sep 2, 2021 - Oct 18, 2021	-17.76% Jan 10, 2006 - May 9, 2007
#7	-4.85% Jun 20, 2019 - Jul 10, 2019	-16.49% Jul 21, 2010 - Nov 8, 2011
#8	-4.69% Oct 30, 2019 - Jan 16, 2020	-14.41% Aug 5, 2016 - Oct 31, 2017
#9	-4.38% Jul 10, 2019 - Aug 19, 2019	-12.02% Dec 31, 2004 - Dec 13, 2005
#10	-4.37% Apr 30, 2021 - May 24, 2021	-10.96% Aug 17, 2012 - Jan 7, 2013
#11	-4.03% Jun 14, 2021 - Jul 12, 2021	-10.95% Dec 15, 2009 - Mar 8, 2010
#12	-3.87% May 10, 2018 - May 30, 2018	-10.88% Oct 8, 2002 - May 22, 2003
#13	-3.82% Apr 12, 2019 - May 3, 2019	-8.23% Mar 15, 2010 - Apr 23, 2010
#14	-2.81% Apr 17, 2018 - Apr 27, 2018	-7.94% Jan 12, 2000 - Aug 15, 2000
#15	-2.68% Jul 6, 2018 - Aug 3, 2018	-7.55% Dec 2, 2009 - Dec 10, 2009

Correlation

Correlation between PPTY and NOM is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (1999 - 2026)

PPTY vs NOM dividend yield comparison.

Year	PPTY	NOM
2026	0.76%	2.22%
2025	3.04%	6.58%
2024	3.29%	5.45%
2023	4.08%	3.17%
2022	4.29%	4.45%
2021	2.87%	3.60%
2020	3.43%	3.43%
2019	3.30%	3.60%
2018	1.97%	4.82%
2017	0.00%	4.74%
2016	0.00%	4.51%
2015	0.00%	4.76%
2014	0.00%	4.88%
2013	0.00%	5.80%
2012	0.00%	4.70%
2011	0.00%	4.75%
2010	0.00%	5.14%
2009	0.00%	4.26%
2008	0.00%	5.41%
2007	0.00%	5.71%
2006	0.00%	4.55%
2005	0.00%	5.53%
2004	0.00%	4.64%
2003	0.00%	5.10%
2002	0.00%	5.16%
2001	0.00%	4.70%
2000	0.00%	5.60%
1999	0.00%	0.93%