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PPI vs REIT

Astoria Real Asset ETF vs Alps Active Reit Etf

PPI

Astoria Real Asset ETF

AXS

Annual cost

0.58%

Fund size

$159M

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

Key differences

  • PPI costs 0.10% less per year.
  • PPI is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.
  • PPI is classified as alternative, while REIT is equity — different risk/return profiles.
  • Over the last 3 years, PPI has delivered higher annualized returns.

Side-by-side comparison

PPIREIT
Annual cost (TER)0.58%0.68%
Fund size (AUM)$159M$50M
Since20212021
Dividend yield1.00%2.78%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+42.7%+19.3%
CAGR 3Y+22.7%+12.1%
CAGR 5YN/A+6.0%
Sharpe 3Y1.110.56
Volatility 1Y15.78%12.73%
Max drawdown-24.54%-29.30%

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

Similar to PPI and REIT