Screener
REIT vs ACES
Alps Active Reit Etf vs ALPS Clean Energy ETF
Key differences
- ACES costs 0.13% less per year.
- REIT follows a active selection strategy; ACES uses index tracking.
- Over the last 3 years, REIT has delivered higher annualized returns.
Side-by-side comparison
| REIT | ACES | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.55% |
| Fund size (AUM) | $50M | $127M |
| Since | 2021 | 2018 |
| Dividend yield | 2.78% | 0.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | +55.8% |
| CAGR 3Y | +11.7% | -2.1% |
| CAGR 5Y | +5.9% | -8.4% |
| Sharpe 3Y | 0.54 | 0.00 |
| Volatility 1Y | 12.72% | 32.30% |
| Max drawdown | -29.30% | -79.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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