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RDOG vs. FREL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RDOG vs. FREL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS REIT Dividend Dogs ETF (RDOG) and Fidelity MSCI Real Estate Index ETF (FREL). The values are adjusted to include any dividend payments, if applicable.

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RDOG vs. FREL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RDOG
ALPS REIT Dividend Dogs ETF
0.69%0.95%4.57%10.38%-25.53%34.42%-10.01%21.54%-5.70%11.84%
FREL
Fidelity MSCI Real Estate Index ETF
0.98%3.09%5.05%11.74%-26.21%40.46%-4.99%28.78%-4.52%8.86%

Returns By Period

In the year-to-date period, RDOG achieves a 0.69% return, which is significantly lower than FREL's 0.98% return. Over the past 10 years, RDOG has underperformed FREL with an annualized return of 2.91%, while FREL has yielded a comparatively higher 5.16% annualized return.


RDOG

1D
1.11%
1M
-7.08%
YTD
0.69%
6M
0.88%
1Y
1.77%
3Y*
6.38%
5Y*
1.17%
10Y*
2.91%

FREL

1D
1.43%
1M
-6.56%
YTD
0.98%
6M
-1.57%
1Y
1.45%
3Y*
6.30%
5Y*
2.68%
10Y*
5.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RDOG vs. FREL - Expense Ratio Comparison

RDOG has a 0.35% expense ratio, which is higher than FREL's 0.08% expense ratio.


Return for Risk

RDOG vs. FREL — Risk / Return Rank

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

RDOG
RDOG Risk / Return Rank: 1515
Overall Rank
RDOG Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
RDOG Sortino Ratio Rank: 1414
Sortino Ratio Rank
RDOG Omega Ratio Rank: 1414
Omega Ratio Rank
RDOG Calmar Ratio Rank: 1515
Calmar Ratio Rank
RDOG Martin Ratio Rank: 1616
Martin Ratio Rank

FREL
FREL Risk / Return Rank: 1616
Overall Rank
FREL Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
FREL Sortino Ratio Rank: 1414
Sortino Ratio Rank
FREL Omega Ratio Rank: 1414
Omega Ratio Rank
FREL Calmar Ratio Rank: 1717
Calmar Ratio Rank
FREL Martin Ratio Rank: 1818
Martin Ratio Rank
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.

RDOG vs. FREL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS REIT Dividend Dogs ETF (RDOG) and Fidelity MSCI Real Estate Index ETF (FREL). 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.


RDOGFRELDifference

Sharpe ratio

Return per unit of total volatility

0.10

0.09

+0.01

Sortino ratio

Return per unit of downside risk

0.26

0.24

+0.03

Omega ratio

Gain probability vs. loss probability

1.03

1.03

0.00

Calmar ratio

Return relative to maximum drawdown

0.17

0.20

-0.03

Martin ratio

Return relative to average drawdown

0.55

0.77

-0.22

RDOG vs. FREL - Sharpe Ratio Comparison

The current RDOG Sharpe Ratio is 0.10, which is comparable to the FREL Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of RDOG and FREL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RDOGFRELDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.10

0.09

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.14

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.13

0.25

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

0.23

-0.09

Correlation

The correlation between RDOG and FREL is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

RDOG vs. FREL - Dividend Comparison

RDOG's dividend yield for the trailing twelve months is around 6.93%, more than FREL's 3.56% yield.


TTM20252024202320222021202020192018201720162015
RDOG
ALPS REIT Dividend Dogs ETF
6.93%6.91%6.11%7.07%5.25%3.11%5.12%3.10%3.13%3.64%3.66%3.43%
FREL
Fidelity MSCI Real Estate Index ETF
3.56%3.59%3.48%3.73%3.57%2.34%3.77%3.32%5.54%3.27%4.01%3.80%

Drawdowns

RDOG vs. FREL - Drawdown Comparison

The maximum RDOG drawdown since its inception was -67.59%, which is greater than FREL's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for RDOG and FREL.


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Drawdown Indicators


RDOGFRELDifference

Max Drawdown

Largest peak-to-trough decline

-67.59%

-42.61%

-24.98%

Max Drawdown (1Y)

Largest decline over 1 year

-13.61%

-12.42%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-35.52%

-34.40%

-1.12%

Max Drawdown (10Y)

Largest decline over 10 years

-49.35%

-42.61%

-6.74%

Current Drawdown

Current decline from peak

-13.29%

-9.83%

-3.46%

Average Drawdown

Average peak-to-trough decline

-12.33%

-10.05%

-2.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.13%

3.19%

+0.94%

Volatility

RDOG vs. FREL - Volatility Comparison

ALPS REIT Dividend Dogs ETF (RDOG) has a higher volatility of 5.46% compared to Fidelity MSCI Real Estate Index ETF (FREL) at 4.55%. This indicates that RDOG's price experiences larger fluctuations and is considered to be riskier than FREL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RDOGFRELDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

4.55%

+0.91%

Volatility (6M)

Calculated over the trailing 6-month period

10.21%

9.29%

+0.92%

Volatility (1Y)

Calculated over the trailing 1-year period

17.72%

16.41%

+1.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.86%

18.85%

+1.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.02%

20.67%

+2.35%