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REIT vs HYFI

Alps Active Reit Etf vs AB High Yield ETF

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

HYFI

AB High Yield ETF

AllianceBernstein

Annual cost

0.40%

Fund size

$334M

Key differences

  • HYFI costs 0.28% less per year.
  • HYFI is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.
  • REIT is classified as equity, while HYFI is fixed income — different risk/return profiles.
  • Over the last 3 years, REIT has delivered higher annualized returns.
  • HYFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REITHYFI
Annual cost (TER)0.68%0.40%
Fund size (AUM)$50M$334M
Since20212016
Dividend yield2.78%6.79%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.5%+8.7%
CAGR 3Y+11.7%+9.3%
CAGR 5Y+5.9%N/A
Sharpe 3Y0.541.02
Volatility 1Y12.72%3.98%
Max drawdown-29.30%-6.34%

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

Similar to REIT and HYFI