PPTY vs VDIG
Comparison between U.S. DIVERSIFIED REAL ESTATE ETF (PPTY, ETF) and VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF).
PPTY vs VDIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PPTY
$24M
VDIG
$24M
Expense Ratio
PPTY
0.53%
Winner
VDIG
0.40%
Max Drawdown
PPTY
41.69%
Winner
VDIG
11.20%
Sharpe Ratio
Winner
PPTY
0.70
VDIG
0.29
5Y Beta
Winner
PPTY
0.59
VDIG
0.70
P/E Ratio
PPTY
29.20
Winner
VDIG
26.38
Forward P/E
PPTY
35.90
Winner
VDIG
22.26
PEG Ratio
PPTY
N/A
VDIG
0.85
5Y Dividends CAGR
PPTY
3.24%
VDIG
N/A
5Y EPS CAGR
PPTY
8.99%
Winner
VDIG
19.76%
Debt to Equity
PPTY
78.32%
Winner
VDIG
-22.51%
P/S Ratio
PPTY
6.69
Winner
VDIG
3.53
P/B Ratio
Winner
PPTY
1.99
VDIG
6.06
PPTY vs VDIG - Holdings Comparison
PPTY and VDIG have 2 common holdings. Overlap is 1.18%
PPTY's top 25 holdings weight is 63.23%. VDIG's top 25 holdings weight is 85.71%.
| Rank | PPTY | VDIG |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 4.89% | BROADCOM INC (AVGO) - 5.67% |
| #2 | PROLOGIS INC (PLD) - 4.20% | MICROSOFT CORP (MSFT) - 5.12% |
| #3 | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 3.83% | ELI LILLY AND CO (LLY) - 4.78% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 3.82% | MASTERCARD INC CLASS A (MA) - 4.36% |
| #5 | AVALONBAY COMMUNITIES INC (AVB) - 3.66% | LINDE PLC (LIN) - 4.32% |
| #6 | WELLTOWER INC (WELL) - 2.99% | NORTHROP GRUMMAN CORP (NOC) - 4.10% |
| #7 | EQUITY RESIDENTIAL (EQR) - 2.89% | HONEYWELL INTERNATIONAL INC (HON) - 4.06% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 2.77% | TEXAS INSTRUMENTS INC (TXN) - 3.66% |
| #9 | KILROY REALTY CORP (KRC) - 2.73% | TJX COMPANIES INC (TJX) - 3.60% |
| #10 | TERRENO REALTY CORP (TRNO) - 2.65% | THE HOME DEPOT INC (HD) - 3.30% |
| #11 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.33% | VISA INC CLASS A (V) - 3.26% |
| #12 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.21% | WELLS FARGO & CO (WFC) - 3.26% |
| #13 | W.P. CAREY INC (WPC) - 2.12% | CHUBB LTD (CB) - 3.24% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 2.06% | PROCTER & GAMBLE CO (PG) - 3.19% |
| #15 | HIGHWOODS PROPERTIES INC (HIW) - 2.02% | S&P GLOBAL INC (SPGI) - 3.16% |
| #16 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 2.02% | STRYKER CORP (SYK) - 3.12% |
| #17 | UDR INC (UDR) - 1.94% | APPLE INC (AAPL) - 3.08% |
| #18 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 1.93% | DANAHER CORP (DHR) - 3.05% |
| #19 | STAG INDUSTRIAL INC (STAG) - 1.90% | COCA-COLA CO (KO) - 2.80% |
| #20 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.76% | MARSH (MRSH) - 2.68% |
| #21 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.76% | BLACKROCK INC (BLK) - 2.58% |
| #22 | COPT DEFENSE PROPERTIES (CDP) - 1.69% | NIKE INC CLASS B (NKE) - 2.45% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.69% | AMERICAN EXPRESS CO (AXP) - 2.39% |
| #24 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.69% | MCDONALD'S CORP (MCD) - 2.27% |
| #25 | EASTGROUP PROPERTIES INC (EGP) - 1.68% | ALPHABET INC CLASS A (GOOGL) - 2.21% |
| Total Holdings | 90 | 36 |
PPTY vs VDIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PPTY
+3.12%
VDIG
+1.68%
3M
Winner
PPTY
+6.61%
VDIG
+2.12%
6M
Winner
PPTY
+12.82%
VDIG
+0.30%
1Y
PPTY
+13.49%
VDIG
N/A
5Y(CAGR)
PPTY
+2.77%
VDIG
N/A
10Y(CAGR)
PPTY
+7.03%
VDIG
N/A
Max(CAGR)
Winner
PPTY
+7.03%
VDIG
+6.42%
PPTY vs VDIG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | PPTY | VDIG |
|---|---|---|
| 2026 | +11.95% | +0.12% |
| 2025 | -2.80% | +3.68% |
| 2024 | +8.67% | N/A |
| 2023 | +12.69% | N/A |
| 2022 | -25.82% | N/A |
| 2021 | +45.22% | N/A |
| 2020 | -5.74% | N/A |
| 2019 | +33.39% | N/A |
| 2018 | +4.09% | N/A |
PPTY vs VDIG Drawdown Comparison
The maximum drawdown for PPTY was -41.69%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current PPTY drawdown is -1.30%. The current VDIG drawdown is -2.27%.
| Rank | PPTY | VDIG |
|---|---|---|
| #1 | -41.69% Feb 21, 2020 - Apr 20, 2021 | -11.20% Jan 9, 2026 - Mar 27, 2026 |
| #2 | -32.41% Jan 4, 2022 - Oct 27, 2023 | -1.36% Dec 24, 2025 - Jan 6, 2026 |
| #3 | -12.86% Dec 6, 2018 - Jan 30, 2019 | -1.35% Nov 28, 2025 - Dec 11, 2025 |
| #4 | -8.50% Aug 29, 2018 - Dec 6, 2018 | -1.16% Dec 11, 2025 - Dec 24, 2025 |
| #5 | -5.92% Nov 24, 2021 - Dec 8, 2021 | -0.62% Nov 19, 2025 - Nov 21, 2025 |
| #6 | -5.29% Sep 2, 2021 - Oct 18, 2021 | -0.49% Jan 6, 2026 - Jan 8, 2026 |
| #7 | -4.85% Jun 20, 2019 - Jul 10, 2019 | N/A |
| #8 | -4.69% Oct 30, 2019 - Jan 16, 2020 | N/A |
| #9 | -4.38% Jul 10, 2019 - Aug 19, 2019 | N/A |
| #10 | -4.37% Apr 30, 2021 - May 24, 2021 | N/A |
| #11 | -4.03% Jun 14, 2021 - Jul 12, 2021 | N/A |
| #12 | -3.87% May 10, 2018 - May 30, 2018 | N/A |
| #13 | -3.82% Apr 12, 2019 - May 3, 2019 | N/A |
| #14 | -2.81% Apr 17, 2018 - Apr 27, 2018 | N/A |
| #15 | -2.68% Jul 6, 2018 - Aug 3, 2018 | N/A |
Correlation
Correlation between PPTY and VDIG is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2018 - 2026)
PPTY vs VDIG dividend yield comparison.
| Year | PPTY | VDIG |
|---|---|---|
| 2026 | 0.76% | 0.00% |
| 2025 | 3.04% | 0.13% |
| 2024 | 3.29% | 0.00% |
| 2023 | 4.08% | 0.00% |
| 2022 | 4.29% | 0.00% |
| 2021 | 2.87% | 0.00% |
| 2020 | 3.43% | 0.00% |
| 2019 | 3.30% | 0.00% |
| 2018 | 1.97% | 0.00% |
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