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REIT vs OEFA

Alps Active Reit Etf vs ALPS O'Shares International Developed Quality Dividend ETF

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

ALPS

Annual cost

0.48%

Fund size

$37M

Key differences

  • OEFA costs 0.20% less per year.
  • REIT follows a active selection strategy; OEFA uses index tracking.
  • Over the last 3 years, REIT has delivered higher annualized returns.
  • OEFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REITOEFA
Annual cost (TER)0.68%0.48%
Fund size (AUM)$50M$37M
Since20212015
Dividend yield2.78%2.01%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.5%+5.4%
CAGR 3Y+11.7%+10.3%
CAGR 5Y+5.9%+7.1%
Sharpe 3Y0.540.49
Volatility 1Y12.72%16.03%
Max drawdown-29.30%-33.01%

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

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