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REIT vs RFFC

Alps Active Reit Etf vs ALPS Active Equity Opportunity ETF

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

RFFC

ALPS Active Equity Opportunity ETF

ALPS

Annual cost

0.48%

Fund size

$29M

Key differences

  • RFFC costs 0.20% less per year.
  • Over the last 3 years, RFFC has delivered higher annualized returns.
  • RFFC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REITRFFC
Annual cost (TER)0.68%0.48%
Fund size (AUM)$50M$29M
Since20212016
Dividend yield2.78%0.74%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.5%+29.1%
CAGR 3Y+11.7%+21.9%
CAGR 5Y+5.9%+12.6%
Sharpe 3Y0.541.24
Volatility 1Y12.72%12.11%
Max drawdown-29.30%-36.26%

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

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