REITALPS Active REIT ETF

Grow my money Get income#1105 of 1640 for Get income

Seeks total return through dividends and capital appreciation.

ALPS · Since 2021 (5 years)

Annual Cost

0.68%

#3230 out of 5,332 ETFs

Fund Size

$46M

#3416 out of 5,332 ETFs

Dividend Yield

3.01%

Track Record

5 years

#2366 out of 5,332 ETFs

Performance

1 Year

+15.3%

3 Years

+11.2%

5 Years

+5.5%

What's inside

Asset class

equity

Region

north america

Strategy

active selection

Cap

multi cap

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

97.8%

Cash

2.2%

Sector breakdown

Real Estate

100.0%

Top holdings

Equinix IncEQIX11.1%

Welltower IncWELL10.4%

Prologis IncPLD9.3%

Digital Realty Trust IncDLR4.8%

Simon Property Group IncSPG4.3%

Public StoragePSA3.5%

Sabra Health Care REIT IncSBRA3.4%

Essex Property Trust IncESS3.4%

VICI Properties Inc Ordinary SharesVICI3.3%

CareTrust REIT IncCTRE3.2%

Risk profile

Volatility (1Y)

13.0%

Moderate

Max drawdown

-29.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.51

Decent risk-adjusted returns

Sortino (3Y)

0.72

Moderate downside risk

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