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PPTY
+0.28 · +0.92%
$30.80 · NYSE ARCA

U.S. Diversified Real Estate (PPTY) ETF Analysis | Real Estate

Vident Financial · USA
AUM:$25.5M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

PPTY returned -0.7% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.53% — moderate cost. Consider how fees compound over long holding periods.

What is PPTY?

Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in real estate companies principally traded on a U. The index uses a rules-based methodology to provide diversified exposure to the liquid U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
PPTY returned -0.7% over the past year, reflecting recent market conditions.
Moderate Cost
Expense ratio of 0.53%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 34.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$25.5M
Expense Ratio0.53%
Dividend Yield2.98%
Holdings50
Inception DateMar 2018
Domicile–
Distribution–
Index–
ProviderVident Financial
Beta1.04
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.5%
1Y
+9.5%
3Y
+25.6%
5Y
+9.5%
OpenBook InsightIf you had invested £10,000 in PPTY 5 years ago, it would have grown to £10,949 — a gain of £949.

Annual Returns

Calendar year performance

PPTY delivered positive returns in 3 of the last 5 calendar years.
YearPPTY
2026 YTD+11.4%
2025-2.8%
2024+8.7%
2023+12.7%
2022-25.8%
CAGR 4yr-3.0%
3/5 positive yearsAvg return: +0.8%Worst year: -25.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.0%
Low
Momentum
-4.1%
30-day change
Support Level
33.35
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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