PPTY vs. RSPR
PPTY (US Diversified Real Estate ETF) and RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) are both REIT funds - PPTY tracks the USREX - U.S. Diversified Real Estate Index while RSPR tracks the S&P 500 Equal Weighted / Real Estate - SEC. Both are passively managed. Over the past 5 years, PPTY returned 2.74%/yr vs 2.56%/yr for RSPR. Their correlation of 0.95 suggests significant overlap in exposure. PPTY charges 0.49%/yr vs 0.40%/yr for RSPR.
Performance
PPTY vs. RSPR - Performance Comparison
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Returns By Period
In the year-to-date period, PPTY achieves a 12.29% return, which is significantly higher than RSPR's 9.30% return.
PPTY
- 1D
- 0.66%
- 1M
- 1.48%
- YTD
- 12.29%
- 6M
- 12.58%
- 1Y
- 12.90%
- 3Y*
- 10.79%
- 5Y*
- 2.74%
- 10Y*
- —
RSPR
- 1D
- 0.79%
- 1M
- 0.30%
- YTD
- 9.30%
- 6M
- 10.15%
- 1Y
- 6.48%
- 3Y*
- 9.90%
- 5Y*
- 2.56%
- 10Y*
- 6.16%
PPTY vs. RSPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 12.29% | -3.47% | 9.85% | 12.66% | -26.10% | 40.36% | -7.25% | 30.19% | 4.86% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 9.30% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | 5.40% |
Correlation
The correlation between PPTY and RSPR is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.95 |
The correlation between PPTY and RSPR has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
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Return for Risk
PPTY vs. RSPR — Risk / Return Rank
PPTY
RSPR
PPTY vs. RSPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for US Diversified Real Estate ETF (PPTY) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PPTY | RSPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.09 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.75 | +0.85 |
| Martin ratioReturn relative to average drawdown | 4.63 | 1.64 | +2.99 |
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Drawdowns
PPTY vs. RSPR - Drawdown Comparison
The maximum PPTY drawdown since its inception was -41.69%, roughly equal to the maximum RSPR drawdown of -41.96%. Use the drawdown chart below to compare losses from any high point for PPTY and RSPR.
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Drawdown Indicators
| PPTY | RSPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.69% | -41.96% | +0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -8.71% | +0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -21.06% | -17.78% | -3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -32.37% | -33.03% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.96% | — |
Current DrawdownCurrent decline from peak | -2.05% | -2.93% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -9.36% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.95% | -1.16% |
Volatility
PPTY vs. RSPR - Volatility Comparison
US Diversified Real Estate ETF (PPTY) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) have volatilities of 4.76% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PPTY | RSPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.77% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 10.52% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.13% | 14.57% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 19.12% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 21.42% | +0.48% |
PPTY vs. RSPR - Expense Ratio Comparison
PPTY has a 0.49% expense ratio, which is higher than RSPR's 0.40% expense ratio.
Dividends
PPTY vs. RSPR - Dividend Comparison
PPTY's dividend yield for the trailing twelve months is around 2.59%, less than RSPR's 3.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 2.59% | 3.04% | 3.29% | 4.08% | 4.29% | 2.87% | 3.43% | 3.30% | 1.97% | 0.00% | 0.00% | 0.00% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 3.45% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
Frequently Asked Questions
With a correlation of 0.92, PPTY and RSPR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RSPR has higher volatility (4.77%) compared to PPTY (4.76%). In terms of maximum drawdown, PPTY dropped -41.69% vs RSPR's -41.96%.
On 5-year performance, PPTY leads with 2.74% vs 2.56% for RSPR. On fees, RSPR is cheaper at 0.40% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, PPTY has performed better with a 2.74% return vs 2.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RSPR is cheaper with a 0.40% expense ratio, compared with 0.49% for PPTY.
RSPR has the higher dividend yield at 3.45%, compared with 2.59% for PPTY.
PPTY tracks USREX - U.S. Diversified Real Estate Index, while RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC. They also come from different issuers: Vident and Invesco. Their fees differ too: 0.49% for PPTY and 0.40% for RSPR.
PPTY currently has the higher Sharpe Ratio (0.92 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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