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ELFY vs REIT

ALPS Electrification Infrastructure ETF vs Alps Active Reit Etf

ELFY

ALPS Electrification Infrastructure ETF

ALPS

Annual cost

0.50%

Fund size

$181M

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

Key differences

  • ELFY costs 0.18% less per year.
  • ELFY is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.
  • ELFY is classified as alternative, while REIT is equity — different risk/return profiles.
  • ELFY follows a option income strategy; REIT uses active selection.

Side-by-side comparison

ELFYREIT
Annual cost (TER)0.50%0.68%
Fund size (AUM)$181M$50M
Since20252021
Dividend yield0.85%2.78%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+48.0%+18.5%
CAGR 3YN/A+11.7%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.54
Volatility 1Y18.70%12.72%
Max drawdown-8.37%-29.30%

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

Similar to ELFY and REIT