REIT vs. SPYD

In the year-to-date period, REIT achieves a -1.15% return, which is significantly lower than SPYD's -0.86% return.

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REIT has a 0.68% expense ratio, which is higher than SPYD's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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 current REIT Sharpe Ratio is 0.78, which is comparable to the SPYD Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of REIT and SPYD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

REIT's dividend yield for the trailing twelve months is around 3.07%, less than SPYD's 4.50% yield.

The maximum REIT drawdown since its inception was -29.30%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for REIT and SPYD.

ALPS Active REIT ETF (REIT) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD) have volatilities of 4.57% and 4.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.