ELFY vs. REIT

Last updated Apr 2, 2026

Compare and contrast key facts about ALPS Electrification Infrastructure ETF (ELFY) and ALPS Active REIT ETF (REIT).

ELFY and REIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ELFY is a passively managed fund by ALPS that tracks the performance of the Ladenburg Thalmann Electrification Infrastructure Index. It was launched on Apr 9, 2025. REIT is an actively managed fund by ALPS. It was launched on Feb 24, 2021.

Performance

ELFY vs. REIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Electrification Infrastructure ETF (ELFY) and ALPS Active REIT ETF (REIT). The values are adjusted to include any dividend payments, if applicable.

ELFY vs. REIT - Yearly Performance Comparison

	2026 (YTD)	2025
ELFY ALPS Electrification Infrastructure ETF	13.34%	35.82%
REIT ALPS Active REIT ETF	5.55%	8.17%

Returns By Period

In the year-to-date period, ELFY achieves a 13.34% return, which is significantly higher than REIT's 5.55% return.

ELFY

• 1D: 1.15%
• 1M: -4.36%
• YTD: 13.34%
• 6M: 11.08%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

REIT

• 1D: 0.74%
• 1M: -5.16%
• YTD: 5.55%
• 6M: 3.85%
• 1Y: 4.13%
• 3Y*: 7.59%
• 5Y*: 5.11%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ELFY vs. REIT - Expense Ratio Comparison

ELFY has a 0.50% expense ratio, which is lower than REIT's 0.68% expense ratio.

REIT

ALPS Active REIT ETF

ELFY

ALPS Electrification Infrastructure ETF

Return for Risk

ELFY vs. REIT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

REIT

REIT Risk / Return Rank: 18
REIT Sharpe Ratio Rank: 18
REIT Sortino Ratio Rank: 17
REIT Omega Ratio Rank: 17
REIT Calmar Ratio Rank: 18
REIT Martin Ratio Rank: 20

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ELFY vs. REIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Electrification Infrastructure ETF (ELFY) and ALPS Active REIT ETF (REIT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ELFY	REIT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.26	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.28	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.07	0.33	+2.74

Correlation

The correlation between ELFY and REIT is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ELFY vs. REIT - Dividend Comparison

ELFY's dividend yield for the trailing twelve months is around 0.93%, less than REIT's 2.99% yield.

	TTM	2025	2024	2023	2022	2021
ELFY ALPS Electrification Infrastructure ETF	0.93%	0.76%	0.00%	0.00%	0.00%	0.00%
REIT ALPS Active REIT ETF	2.99%	3.20%	3.06%	3.13%	2.81%	4.71%

Drawdowns

ELFY vs. REIT - Drawdown Comparison

The maximum ELFY drawdown since its inception was -8.37%, smaller than the maximum REIT drawdown of -29.30%. Use the drawdown chart below to compare losses from any high point for ELFY and REIT.

Drawdown Indicators

	ELFY	REIT	Difference
Max Drawdown Largest peak-to-trough decline	-8.37%	-29.30%	+20.93%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.50%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.30%	—
Current Drawdown Current decline from peak	-4.86%	-5.16%	+0.30%
Average Drawdown Average peak-to-trough decline	-1.64%	-10.69%	+9.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.44%	—

Volatility

Volatility by Period

	ELFY	REIT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.60%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.98%	—
Volatility (1Y) Calculated over the trailing 1-year period	18.34%	15.85%	+2.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.34%	18.59%	-0.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.34%	18.52%	-0.18%