PPTY vs SPY
Comparison between U.S. DIVERSIFIED REAL ESTATE ETF (PPTY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PPTY, delivering a return of +13.3% compared to +2.8%
PPTY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PPTY
$24M
Winner
SPY
$735B
Expense Ratio
PPTY
0.53%
Winner
SPY
0.09%
Max Drawdown
Winner
PPTY
41.69%
SPY
56.47%
Sharpe Ratio
PPTY
0.70
Winner
SPY
1.62
5Y Beta
Winner
PPTY
0.59
SPY
1.00
P/E Ratio
PPTY
29.20
Winner
SPY
28.99
Forward P/E
PPTY
35.90
Winner
SPY
22.37
5Y Dividends CAGR
PPTY
3.24%
Winner
SPY
5.43%
5Y EPS CAGR
PPTY
8.99%
Winner
SPY
26.05%
Debt to Equity
PPTY
78.32%
Winner
SPY
32.40%
P/S Ratio
PPTY
6.69
Winner
SPY
3.74
P/B Ratio
Winner
PPTY
1.99
SPY
5.61
PPTY vs SPY - Holdings Comparison
PPTY and SPY have 26 common holdings. Overlap is 1.65%
PPTY's top 25 holdings weight is 63.23%. SPY's top 25 holdings weight is 52.37%.
| Rank | PPTY | SPY |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 4.89% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | PROLOGIS INC (PLD) - 4.20% | APPLE INC (AAPL) - 7.02% |
| #3 | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 3.83% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 3.82% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | AVALONBAY COMMUNITIES INC (AVB) - 3.66% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | WELLTOWER INC (WELL) - 2.99% | BROADCOM INC (AVGO) - 3.10% |
| #7 | EQUITY RESIDENTIAL (EQR) - 2.89% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 2.77% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | KILROY REALTY CORP (KRC) - 2.73% | TESLA INC (TSLA) - 1.89% |
| #10 | TERRENO REALTY CORP (TRNO) - 2.65% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.33% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.21% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | W.P. CAREY INC (WPC) - 2.12% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 2.06% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | HIGHWOODS PROPERTIES INC (HIW) - 2.02% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 2.02% | INTEL CORP (INTC) - 0.90% |
| #17 | UDR INC (UDR) - 1.94% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 1.93% | VISA INC CLASS A (V) - 0.85% |
| #19 | STAG INDUSTRIAL INC (STAG) - 1.90% | WALMART INC (WMT) - 0.81% |
| #20 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.76% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.76% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | COPT DEFENSE PROPERTIES (CDP) - 1.69% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.69% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.69% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | EASTGROUP PROPERTIES INC (EGP) - 1.68% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 90 | 505 |
PPTY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PPTY
+3.12%
SPY
+1.90%
3M
PPTY
+6.61%
Winner
SPY
+8.55%
6M
Winner
PPTY
+12.82%
SPY
+8.18%
1Y
PPTY
+13.49%
Winner
SPY
+25.79%
5Y(CAGR)
PPTY
+2.77%
Winner
SPY
+13.32%
10Y(CAGR)
PPTY
+7.03%
Winner
SPY
+15.19%
Max(CAGR)
PPTY
+7.03%
Winner
SPY
+8.47%
PPTY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PPTY | SPY |
|---|---|---|
| 2026 | +11.95% | +8.26% |
| 2025 | -2.80% | +18.00% |
| 2024 | +8.67% | +25.59% |
| 2023 | +12.69% | +26.72% |
| 2022 | -25.82% | -18.64% |
| 2021 | +45.22% | +30.52% |
| 2020 | -5.74% | +17.28% |
| 2019 | +33.39% | +31.09% |
| 2018 | +4.09% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PPTY vs SPY Drawdown Comparison
The maximum drawdown for PPTY was -41.69%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PPTY drawdown is -1.30%. The current SPY drawdown is -2.90%.
| Rank | PPTY | SPY |
|---|---|---|
| #1 | -41.69% Feb 21, 2020 - Apr 20, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.41% Jan 4, 2022 - Oct 27, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -12.86% Dec 6, 2018 - Jan 30, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.50% Aug 29, 2018 - Dec 6, 2018 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.92% Nov 24, 2021 - Dec 8, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.29% Sep 2, 2021 - Oct 18, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.85% Jun 20, 2019 - Jul 10, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.69% Oct 30, 2019 - Jan 16, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.38% Jul 10, 2019 - Aug 19, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.37% Apr 30, 2021 - May 24, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.03% Jun 14, 2021 - Jul 12, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.87% May 10, 2018 - May 30, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.82% Apr 12, 2019 - May 3, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.81% Apr 17, 2018 - Apr 27, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.68% Jul 6, 2018 - Aug 3, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PPTY and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
PPTY vs SPY dividend yield comparison.
| Year | PPTY | SPY |
|---|---|---|
| 2026 | 0.76% | 0.24% |
| 2025 | 3.04% | 1.07% |
| 2024 | 3.29% | 1.21% |
| 2023 | 4.08% | 1.40% |
| 2022 | 4.29% | 1.65% |
| 2021 | 2.87% | 1.20% |
| 2020 | 3.43% | 1.52% |
| 2019 | 3.30% | 1.75% |
| 2018 | 1.97% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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