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REIT vs RDOG

Alps Active Reit Etf vs ALPS REIT Dividend Dogs ETF

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

RDOG

ALPS REIT Dividend Dogs ETF

ALPS

Annual cost

0.35%

Fund size

$11M

Key differences

  • RDOG costs 0.33% less per year.
  • REIT is significantly larger than RDOG — larger funds tend to be more liquid and less likely to close.
  • REIT follows a active selection strategy; RDOG uses index tracking.
  • Over the last 3 years, RDOG has delivered higher annualized returns.
  • RDOG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REITRDOG
Annual cost (TER)0.68%0.35%
Fund size (AUM)$50M$11M
Since20212008
Dividend yield2.78%6.31%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.5%+24.3%
CAGR 3Y+11.7%+13.3%
CAGR 5Y+5.9%+3.5%
Sharpe 3Y0.540.57
Volatility 1Y12.72%14.70%
Max drawdown-29.30%-49.35%

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

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