REIT vs. INDS
Compare and contrast key facts about ALPS Active REIT ETF (REIT) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS).
REIT and INDS 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. INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REIT or INDS.
Key characteristics
| REIT | INDS | |
|---|---|---|
| YTD Return | 13.16% | -3.74% |
| 1Y Return | 35.19% | 19.05% |
| 3Y Return (Ann) | 2.53% | -5.43% |
| Sharpe Ratio | 1.94 | 0.93 |
| Sortino Ratio | 2.78 | 1.46 |
| Omega Ratio | 1.35 | 1.17 |
| Calmar Ratio | 1.25 | 0.48 |
| Martin Ratio | 8.62 | 2.41 |
| Ulcer Index | 3.80% | 7.26% |
| Daily Std Dev | 16.87% | 18.76% |
| Max Drawdown | -29.30% | -40.44% |
| Current Drawdown | -1.16% | -24.06% |
Correlation
The correlation between REIT and INDS is 0.87, 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.
Performance
REIT vs. INDS - Performance Comparison
In the year-to-date period, REIT achieves a 13.16% return, which is significantly higher than INDS's -3.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
Dividends
REIT vs. INDS - Dividend Comparison
REIT's dividend yield for the trailing twelve months is around 3.09%, more than INDS's 2.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 3.09% | 3.13% | 2.81% | 4.70% | 0.00% | 0.00% | 0.00% |
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.26% | 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 -40.44%. Use the drawdown chart below to compare losses from any high point for REIT and INDS. For additional features, visit the drawdowns tool.
Volatility
REIT vs. INDS - Volatility Comparison
The current volatility for ALPS Active REIT ETF (REIT) is 4.93%, while Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) has a volatility of 6.07%. 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.