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REIT vs REET

Alps Active Reit Etf vs iShares Global REIT ETF

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

REET

iShares Global REIT ETF

iShares

Annual cost

0.14%

Fund size

$4.8B

Key differences

  • REET costs 0.54% less per year.
  • REET is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.
  • REIT covers north america markets; REET covers global.
  • REIT follows a active selection strategy; REET uses index tracking.
  • Over the last 3 years, REIT has delivered higher annualized returns.
  • REET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REITREET
Annual cost (TER)0.68%0.14%
Fund size (AUM)$50M$4.8B
Since20212014
Dividend yield2.78%3.36%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+18.5%+17.6%
CAGR 3Y+11.7%+10.3%
CAGR 5Y+5.9%+3.6%
Sharpe 3Y0.540.48
Volatility 1Y12.72%12.04%
Max drawdown-29.30%-44.59%

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

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