REIT vs. ELFY

Last updated Apr 1, 2026

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

REIT and ELFY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REIT is an actively managed fund by ALPS. It was launched on Feb 24, 2021. 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.

Performance

REIT vs. ELFY - Performance Comparison

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

REIT vs. ELFY - Yearly Performance Comparison

	2026 (YTD)	2025
REIT ALPS Active REIT ETF	4.77%	8.17%
ELFY ALPS Electrification Infrastructure ETF	12.06%	35.82%

Returns By Period

In the year-to-date period, REIT achieves a 4.77% return, which is significantly lower than ELFY's 12.06% return.

REIT

• 1D: 1.34%
• 1M: -5.61%
• YTD: 4.77%
• 6M: 3.50%
• 1Y: 3.28%
• 3Y*: 7.32%
• 5Y*: 4.96%
• 10Y*: —

ELFY

• 1D: 2.62%
• 1M: -5.24%
• YTD: 12.06%
• 6M: 10.55%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

REIT vs. ELFY - Expense Ratio Comparison

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

REIT

ALPS Active REIT ETF

ELFY

ALPS Electrification Infrastructure ETF

Return for Risk

REIT vs. ELFY — Risk / Return Rank

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

REIT

REIT Risk / Return Rank: 19
REIT Sharpe Ratio Rank: 18
REIT Sortino Ratio Rank: 17
REIT Omega Ratio Rank: 17
REIT Calmar Ratio Rank: 20
REIT Martin Ratio Rank: 22

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.

REIT vs. ELFY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and ALPS Electrification Infrastructure ETF (ELFY). 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.

	REIT	ELFY	Difference
Sharpe ratio Return per unit of total volatility	0.21	—	—
Sortino ratio Return per unit of downside risk	0.39	—	—
Omega ratio Gain probability vs. loss probability	1.05	—	—
Calmar ratio Return relative to maximum drawdown	0.35	—	—
Martin ratio Return relative to average drawdown	1.26	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	REIT	ELFY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.21	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	2.98	-2.66

Correlation

The correlation between REIT and ELFY 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

REIT vs. ELFY - Dividend Comparison

REIT's dividend yield for the trailing twelve months is around 3.01%, more than ELFY's 0.94% yield.

	TTM	2025	2024	2023	2022	2021
REIT ALPS Active REIT ETF	3.01%	3.20%	3.06%	3.13%	2.81%	4.71%
ELFY ALPS Electrification Infrastructure ETF	0.94%	0.76%	0.00%	0.00%	0.00%	0.00%

Drawdowns

REIT vs. ELFY - Drawdown Comparison

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

Drawdown Indicators

	REIT	ELFY	Difference
Max Drawdown Largest peak-to-trough decline	-29.30%	-8.37%	-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	-5.86%	-5.94%	+0.08%
Average Drawdown Average peak-to-trough decline	-10.69%	-1.63%	-9.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.42%	—	—

Volatility

Volatility by Period

	REIT	ELFY	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.99%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.86%	18.35%	-2.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.59%	18.35%	+0.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.52%	18.35%	+0.17%