PPTY vs PSCF
Comparison between U.S. DIVERSIFIED REAL ESTATE ETF (PPTY, ETF) and INVESCO S&P SMALLCAP FINANCIALS ETF (PSCF, ETF).
5-Year PerformancePSCF has outperformed PPTY, delivering a return of +4.0% compared to +2.6%
PPTY vs PSCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PPTY
$25M
PSCF
$25M
Expense Ratio
PPTY
0.53%
Winner
PSCF
0.29%
Max Drawdown
Winner
PPTY
41.69%
PSCF
49.85%
Sharpe Ratio
PPTY
0.76
Winner
PSCF
1.03
5Y Beta
Winner
PPTY
0.59
PSCF
0.86
P/E Ratio
PPTY
29.75
Winner
PSCF
17.32
Forward P/E
PPTY
35.33
Winner
PSCF
12.50
5Y Dividends CAGR
Winner
PPTY
3.24%
PSCF
-5.21%
5Y EPS CAGR
Winner
PPTY
8.99%
PSCF
8.43%
Debt to Equity
PPTY
78.32%
Winner
PSCF
55.35%
P/S Ratio
PPTY
6.93
Winner
PSCF
1.41
P/B Ratio
PPTY
2.05
Winner
PSCF
1.42
PPTY vs PSCF - Holdings Comparison
PPTY and PSCF have 26 common holdings. Overlap is 10.31%
PPTY's top 25 holdings weight is 63.23%. PSCF's top 25 holdings weight is 32.68%.
| Rank | PPTY | PSCF |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 4.89% | STONEX GROUP INC (SNEX) - 1.85% |
| #2 | PROLOGIS INC (PLD) - 4.20% | JACKSON FINANCIAL INC (JXN) - 1.85% |
| #3 | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 3.83% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.78% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 3.82% | TERRENO REALTY CORP (TRNO) - 1.63% |
| #5 | AVALONBAY COMMUNITIES INC (AVB) - 3.66% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 1.55% |
| #6 | WELLTOWER INC (WELL) - 2.99% | FIRST BANCORP (FBP) - 1.52% |
| #7 | EQUITY RESIDENTIAL (EQR) - 2.89% | MACERICH CO (MAC) - 1.50% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 2.77% | LINCOLN NATIONAL CORP (LNC) - 1.45% |
| #9 | KILROY REALTY CORP (KRC) - 2.73% | AMERIS BANCORP (ABCB) - 1.33% |
| #10 | TERRENO REALTY CORP (TRNO) - 2.65% | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.31% |
| #11 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.33% | PIPER SANDLER COS (PIPR) - 1.28% |
| #12 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.21% | n/a (HASI) - 1.27% |
| #13 | W.P. CAREY INC (WPC) - 2.12% | RITHM CAPITAL CORP (RITM) - 1.26% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 2.06% | MOELIS & CO CLASS A (MC) - 1.26% |
| #15 | HIGHWOODS PROPERTIES INC (HIW) - 2.02% | AXOS FINANCIAL INC (AX) - 1.22% |
| #16 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 2.02% | n/a (PECO) - 1.21% |
| #17 | UDR INC (UDR) - 1.94% | MARKETAXESS HOLDINGS INC (MKTX) - 1.12% |
| #18 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 1.93% | OUTFRONT MEDIA INC (OUT) - 1.12% |
| #19 | STAG INDUSTRIAL INC (STAG) - 1.90% | RADIAN GROUP INC (RDN) - 1.12% |
| #20 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.76% | MILLROSE PROPERTIES INC CLASS A (MRP) - 1.05% |
| #21 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.76% | FULTON FINANCIAL CORP (FULT) - 1.02% |
| #22 | COPT DEFENSE PROPERTIES (CDP) - 1.69% | TANGER INC (SKT) - 1.01% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.69% | ENOVA INTERNATIONAL INC (ENVA) - 0.99% |
| #24 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.69% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.99% |
| #25 | EASTGROUP PROPERTIES INC (EGP) - 1.68% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.99% |
| Total Holdings | 90 | 164 |
PPTY vs PSCF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PPTY
+4.58%
PSCF
+4.44%
3M
PPTY
+12.13%
Winner
PSCF
+13.90%
6M
Winner
PPTY
+15.04%
PSCF
+9.94%
1Y
PPTY
+13.84%
Winner
PSCF
+22.46%
5Y(CAGR)
PPTY
+2.62%
Winner
PSCF
+4.00%
10Y(CAGR)
PPTY
+7.31%
Winner
PSCF
+7.63%
Max(CAGR)
PPTY
+7.31%
Winner
PSCF
+8.88%
PPTY vs PSCF - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PPTY | PSCF |
|---|---|---|
| 2026 | +14.47% | +11.59% |
| 2025 | -2.80% | +7.13% |
| 2024 | +8.67% | +15.71% |
| 2023 | +12.69% | +6.09% |
| 2022 | -25.82% | -19.98% |
| 2021 | +45.22% | +30.10% |
| 2020 | -5.74% | -8.32% |
| 2019 | +33.39% | +22.86% |
| 2018 | +4.09% | -8.04% |
| 2017 | N/A | +6.37% |
| 2016 | N/A | +36.01% |
| 2015 | N/A | +0.27% |
| 2014 | N/A | +9.62% |
| 2013 | N/A | +28.98% |
| 2012 | N/A | +15.33% |
| 2011 | N/A | -0.09% |
| 2010 | N/A | +7.50% |
PPTY vs PSCF Drawdown Comparison
The maximum drawdown for PPTY was -41.69%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for PSCF was -45.39%, occurring on Mar 23, 2020. Recovery took 257 trading sessions.
| Rank | PPTY | PSCF |
|---|---|---|
| #1 | -41.69% Feb 21, 2020 - Apr 20, 2021 | -45.39% Feb 13, 2020 - Feb 22, 2021 |
| #2 | -32.41% Jan 4, 2022 - Jun 9, 2026 | -36.79% Nov 5, 2021 - Nov 6, 2024 |
| #3 | -12.86% Dec 6, 2018 - Jan 30, 2019 | -24.35% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -8.50% Aug 29, 2018 - Dec 6, 2018 | -23.97% Apr 29, 2011 - Jan 24, 2012 |
| #5 | -5.92% Nov 24, 2021 - Dec 8, 2021 | -21.45% Aug 21, 2018 - Dec 16, 2019 |
| #6 | -5.29% Sep 2, 2021 - Oct 18, 2021 | -18.25% Apr 23, 2010 - Dec 22, 2010 |
| #7 | -4.85% Jun 20, 2019 - Jul 10, 2019 | -18.01% Dec 1, 2015 - Jun 1, 2016 |
| #8 | -4.69% Oct 30, 2019 - Jan 16, 2020 | -11.90% Jul 16, 2015 - Nov 6, 2015 |
| #9 | -4.38% Jul 10, 2019 - Aug 19, 2019 | -11.06% Jun 8, 2021 - Oct 14, 2021 |
| #10 | -4.37% Apr 30, 2021 - May 24, 2021 | -10.16% Sep 14, 2012 - Jan 2, 2013 |
| #11 | -4.03% Jun 14, 2021 - Jul 12, 2021 | -9.91% Feb 6, 2026 - Apr 17, 2026 |
| #12 | -3.87% May 10, 2018 - May 30, 2018 | -9.42% Mar 1, 2017 - Oct 2, 2017 |
| #13 | -3.82% Apr 12, 2019 - May 3, 2019 | -9.00% Apr 2, 2012 - Jul 3, 2012 |
| #14 | -2.81% Apr 17, 2018 - Apr 27, 2018 | -8.14% Mar 12, 2021 - Jun 7, 2021 |
| #15 | -2.68% Jul 6, 2018 - Aug 3, 2018 | -8.09% Jan 22, 2014 - Mar 4, 2014 |
Correlation
Correlation between PPTY and PSCF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2010 - 2026)
PPTY vs PSCF dividend yield comparison.
| Year | PPTY | PSCF |
|---|---|---|
| 2026 | 0.74% | 0.63% |
| 2025 | 3.04% | 2.09% |
| 2024 | 3.29% | 2.48% |
| 2023 | 4.08% | 3.32% |
| 2022 | 4.29% | 2.93% |
| 2021 | 2.87% | 1.83% |
| 2020 | 3.43% | 3.57% |
| 2019 | 3.30% | 4.27% |
| 2018 | 1.97% | 4.21% |
| 2017 | 0.00% | 2.26% |
| 2016 | 0.00% | 3.01% |
| 2015 | 0.00% | 2.37% |
| 2014 | 0.00% | 2.43% |
| 2013 | 0.00% | 2.31% |
| 2012 | 0.00% | 2.36% |
| 2011 | 0.00% | 1.98% |
| 2010 | 0.00% | 1.65% |
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