Screener
REIT vs AMUN
Alps Active Reit Etf vs abrdn Ultra Short Municipal Income Active ETF
Key differences
- AMUN costs 0.43% less per year.
- REIT is classified as equity, while AMUN is fixed income — different risk/return profiles.
- REIT follows a active selection strategy; AMUN uses index tracking.
- AMUN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| REIT | AMUN | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.25% |
| Fund size (AUM) | $50M | $54M |
| Since | 2021 | 1986 |
| Dividend yield | 2.78% | 3.36% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | N/A |
| CAGR 3Y | +11.7% | N/A |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.54 | N/A |
| Volatility 1Y | 12.72% | — |
| Max drawdown | -29.30% | -0.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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