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REIT vs TCAF

Alps Active Reit Etf vs T. Rowe Price Capital Appreciation Equity ETF

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

TCAF

T. Rowe Price Capital Appreciation Equity ETF

T. Rowe Price

Annual cost

0.31%

Fund size

$6.9B

Key differences

  • TCAF costs 0.37% less per year.
  • TCAF is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

REITTCAF
Annual cost (TER)0.68%0.31%
Fund size (AUM)$50M$6.9B
Since20212023
Dividend yield2.78%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+19.3%+24.1%
CAGR 3Y+12.1%N/A
CAGR 5Y+6.0%N/A
Sharpe 3Y0.56N/A
Volatility 1Y12.73%11.63%
Max drawdown-29.30%-16.37%

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

Similar to REIT and TCAF