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ACES vs REIT

ALPS Clean Energy ETF vs Alps Active Reit Etf

ACES

ALPS Clean Energy ETF

ALPS

Annual cost

0.55%

Fund size

$127M

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

Key differences

  • ACES costs 0.13% less per year.
  • ACES follows a index tracking strategy; REIT uses active selection.
  • Over the last 3 years, REIT has delivered higher annualized returns.

Side-by-side comparison

ACESREIT
Annual cost (TER)0.55%0.68%
Fund size (AUM)$127M$50M
Since20182021
Dividend yield0.64%2.78%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+55.8%+18.5%
CAGR 3Y-2.1%+11.7%
CAGR 5Y-8.4%+5.9%
Sharpe 3Y0.000.54
Volatility 1Y32.30%12.72%
Max drawdown-79.05%-29.30%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ACES and REIT