REIT vs. MKC
REIT (ALPS Active REIT ETF) is REIT fund actively managed by ALPS, while MKC (McCormick & Company, Incorporated) is a stock. Over the past 5 years, REIT returned 4.64%/yr vs -9.29%/yr for MKC. At a 0.40 correlation, their price movements are largely independent.
Performance
REIT vs. MKC - Performance Comparison
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Returns By Period
In the year-to-date period, REIT achieves a 17.44% return, which is significantly higher than MKC's -27.49% return.
REIT
- 1D
- 0.97%
- 1M
- 4.83%
- YTD
- 17.44%
- 6M
- 17.70%
- 1Y
- 18.15%
- 3Y*
- 11.38%
- 5Y*
- 4.64%
- 10Y*
- —
MKC
- 1D
- -0.57%
- 1M
- 5.61%
- YTD
- -27.49%
- 6M
- -25.55%
- 1Y
- -31.93%
- 3Y*
- -16.44%
- 5Y*
- -9.29%
- 10Y*
- 1.82%
REIT vs. MKC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 17.44% | -0.55% | 7.11% | 13.74% | -21.23% | 33.02% |
MKC McCormick & Company, Incorporated | -27.49% | -8.33% | 13.97% | -15.68% | -12.65% | 16.28% |
Correlation
The correlation between REIT and MKC is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2021 | 0.40 |
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Return for Risk
REIT vs. MKC — Risk / Return Rank
REIT
MKC
REIT vs. MKC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and McCormick & Company, Incorporated (MKC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REIT | MKC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.52 | ||
| Sortino ratioReturn per unit of downside risk | +3.50 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.80 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | -0.85 | +3.20 |
| Martin ratioReturn relative to average drawdown | 6.81 | -1.69 | +8.49 |
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Drawdowns
REIT vs. MKC - Drawdown Comparison
The maximum REIT drawdown since its inception was -29.30%, smaller than the maximum MKC drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for REIT and MKC.
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Drawdown Indicators
| REIT | MKC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.30% | -52.02% | +22.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.35% | -39.50% | +32.15% |
Max Drawdown (3Y)Largest decline over 3 years | -18.19% | -47.65% | +29.46% |
Max Drawdown (5Y)Largest decline over 5 years | -29.30% | -52.02% | +22.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.02% | — |
Current DrawdownCurrent decline from peak | 0.00% | -48.49% | +48.49% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -11.03% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 19.92% | -17.39% |
Volatility
REIT vs. MKC - Volatility Comparison
The current volatility for ALPS Active REIT ETF (REIT) is 4.60%, while McCormick & Company, Incorporated (MKC) has a volatility of 6.12%. This indicates that REIT experiences smaller price fluctuations and is considered to be less risky than MKC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REIT | MKC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 6.12% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 23.28% | -13.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 28.06% | -14.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 24.34% | -5.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 24.17% | -5.80% |
Dividends
REIT vs. MKC - Dividend Comparison
REIT's dividend yield for the trailing twelve months is around 2.69%, less than MKC's 3.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | 3.80% | 2.69% | 2.24% | 2.32% | 1.81% | 1.44% | 1.68% | 1.37% | 1.53% | 1.89% | 1.89% | 1.91% |
REIT ALPS Active REIT ETF | 2.69% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
REIT and MKC have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MKC has higher volatility (6.12%) compared to REIT (4.60%). In terms of maximum drawdown, REIT dropped -29.30% vs MKC's -52.02%.
REIT currently has the higher Sharpe Ratio (1.32 vs -1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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