Screener
REIT vs TAFI
Alps Active Reit Etf vs AB Tax-Aware Short Duration Municipal ETF
Key differences
- TAFI costs 0.41% less per year.
- TAFI is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.
- REIT is classified as equity, while TAFI is alternative — different risk/return profiles.
- Over the last 3 years, REIT has delivered higher annualized returns.
Side-by-side comparison
| REIT | TAFI | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.27% |
| Fund size (AUM) | $50M | $1.2B |
| Since | 2021 | 2022 |
| Dividend yield | 2.78% | 3.17% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +3.8% |
| CAGR 3Y | +11.7% | +3.4% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.54 | -0.08 |
| Volatility 1Y | 12.72% | 1.46% |
| Max drawdown | -29.30% | -2.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to REIT and TAFI
Explore further