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REIT vs. INDS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between REIT and INDS is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

Performance

REIT vs. INDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Active REIT ETF (REIT) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril
23.77%
6.51%
REIT
INDS

Key characteristics

Sharpe Ratio

REIT:

0.62

INDS:

0.02

Sortino Ratio

REIT:

0.94

INDS:

0.16

Omega Ratio

REIT:

1.12

INDS:

1.02

Calmar Ratio

REIT:

0.58

INDS:

0.01

Martin Ratio

REIT:

2.11

INDS:

0.03

Ulcer Index

REIT:

5.23%

INDS:

11.11%

Daily Std Dev

REIT:

17.82%

INDS:

20.02%

Max Drawdown

REIT:

-29.30%

INDS:

-40.45%

Current Drawdown

REIT:

-10.97%

INDS:

-31.15%

Returns By Period

In the year-to-date period, REIT achieves a -3.44% return, which is significantly lower than INDS's -0.02% return.


REIT

YTD

-3.44%

1M

-3.79%

6M

-7.87%

1Y

11.86%

5Y*

N/A

10Y*

N/A

INDS

YTD

-0.02%

1M

-3.23%

6M

-10.29%

1Y

2.08%

5Y*

6.39%

10Y*

N/A

*Annualized

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REIT vs. INDS - Expense Ratio Comparison

REIT has a 0.68% expense ratio, which is higher than INDS's 0.60% expense ratio.


Expense ratio chart for REIT: current value is 0.68%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
REIT: 0.68%
Expense ratio chart for INDS: current value is 0.60%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
INDS: 0.60%

Risk-Adjusted Performance

REIT vs. INDS — Risk-Adjusted Performance Rank

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

REIT
The Risk-Adjusted Performance Rank of REIT is 6363
Overall Rank
The Sharpe Ratio Rank of REIT is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of REIT is 6363
Sortino Ratio Rank
The Omega Ratio Rank of REIT is 6060
Omega Ratio Rank
The Calmar Ratio Rank of REIT is 6767
Calmar Ratio Rank
The Martin Ratio Rank of REIT is 6161
Martin Ratio Rank

INDS
The Risk-Adjusted Performance Rank of INDS is 2020
Overall Rank
The Sharpe Ratio Rank of INDS is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of INDS is 2020
Sortino Ratio Rank
The Omega Ratio Rank of INDS is 1919
Omega Ratio Rank
The Calmar Ratio Rank of INDS is 2020
Calmar Ratio Rank
The Martin Ratio Rank of INDS is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

REIT vs. INDS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). 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.


The chart of Sharpe ratio for REIT, currently valued at 0.62, compared to the broader market-1.000.001.002.003.004.00
REIT: 0.62
INDS: 0.02
The chart of Sortino ratio for REIT, currently valued at 0.94, compared to the broader market-2.000.002.004.006.008.00
REIT: 0.94
INDS: 0.16
The chart of Omega ratio for REIT, currently valued at 1.12, compared to the broader market0.501.001.502.002.50
REIT: 1.12
INDS: 1.02
The chart of Calmar ratio for REIT, currently valued at 0.58, compared to the broader market0.002.004.006.008.0010.0012.00
REIT: 0.58
INDS: 0.01
The chart of Martin ratio for REIT, currently valued at 2.11, compared to the broader market0.0020.0040.0060.00
REIT: 2.11
INDS: 0.03

The current REIT Sharpe Ratio is 0.62, which is higher than the INDS Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of REIT and INDS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.62
0.02
REIT
INDS

Dividends

REIT vs. INDS - Dividend Comparison

REIT's dividend yield for the trailing twelve months is around 3.14%, more than INDS's 2.77% yield.


TTM2024202320222021202020192018
REIT
ALPS Active REIT ETF
3.14%3.06%3.13%2.81%4.70%0.00%0.00%0.00%
INDS
Pacer Benchmark Industrial Real Estate SCTR ETF
2.77%3.75%3.11%2.14%1.24%1.68%2.26%1.81%

Drawdowns

REIT vs. INDS - Drawdown Comparison

The maximum REIT drawdown since its inception was -29.30%, smaller than the maximum INDS drawdown of -40.45%. Use the drawdown chart below to compare losses from any high point for REIT and INDS. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.97%
-31.15%
REIT
INDS

Volatility

REIT vs. INDS - Volatility Comparison

The current volatility for ALPS Active REIT ETF (REIT) is 10.14%, while Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) has a volatility of 11.42%. This indicates that REIT experiences smaller price fluctuations and is considered to be less risky than INDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
10.14%
11.42%
REIT
INDS