Screener
REIT vs TAFM
Alps Active Reit Etf vs AB Tax-Aware Intermediate Municipal ETF
Key differences
- TAFM costs 0.40% less per year.
- TAFM is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.
- REIT is classified as equity, while TAFM is fixed income — different risk/return profiles.
Side-by-side comparison
| REIT | TAFM | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.28% |
| Fund size (AUM) | $50M | $528M |
| Since | 2021 | 2023 |
| Dividend yield | 2.78% | 3.60% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +6.1% |
| CAGR 3Y | +11.7% | N/A |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.54 | N/A |
| Volatility 1Y | 12.72% | 3.27% |
| Max drawdown | -29.30% | -4.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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