REIT vs. VGT
REIT (ALPS Active REIT ETF) and VGT (Vanguard Information Technology ETF) are both exchange-traded funds - REIT is a REIT fund actively managed by ALPS, while VGT is a Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. REIT is actively managed, while VGT is passively managed. Over the past 5 years, REIT returned 4.59%/yr vs 17.81%/yr for VGT. Their 0.36 correlation means their historical movements had little consistent relationship. REIT charges 0.68%/yr vs 0.09%/yr for VGT.
Performance
REIT vs. VGT - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with REIT having a 20.23% return and VGT slightly higher at 20.36%.
REIT
- 1D
- -0.31%
- 1M
- 1.11%
- 6M
- 17.22%
- YTD
- 20.23%
- 1Y
- 24.03%
- 3Y*
- 10.70%
- 5Y*
- 4.59%
- 10Y*
- —
- ALL TIME*
- 8.11%
VGT
- 1D
- -0.38%
- 1M
- -1.30%
- 6M
- 21.30%
- YTD
- 20.36%
- 1Y
- 34.81%
- 3Y*
- 26.48%
- 5Y*
- 17.81%
- 10Y*
- 24.06%
- ALL TIME*
- 14.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $394.47K | $325.27K | $309.55K | |
| $440.89M | $515.41M | $573.34M |
REIT vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 20.23% | -0.55% | 7.11% | 13.74% | -21.23% | 33.02% |
VGT Vanguard Information Technology ETF | 20.36% | 21.77% | 29.30% | 52.66% | -29.70% | 30.38% |
Correlation
The correlation between REIT and VGT is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2021 | 0.36 |
The correlation between REIT and VGT shifts across timeframes, from -0.02 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
REIT vs. VGT — Risk / Return Rank
REIT
VGT
REIT vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and Vanguard Information Technology ETF (VGT). 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 | VGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | 1.94 | +1.29 |
| Martin ratioReturn relative to average drawdown | 10.12 | 5.23 | +4.89 |
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Drawdowns
REIT vs. VGT - Drawdown Comparison
The maximum REIT drawdown since its inception was -29.30%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for REIT and VGT.
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Drawdown Indicators
| REIT | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.30% | -54.63% | +25.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.35% | -16.40% | +9.05% |
Max Drawdown (3Y)Largest decline over 3 years | -18.19% | -27.23% | +9.04% |
Max Drawdown (5Y)Largest decline over 5 years | -29.30% | -35.07% | +5.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.07% | — |
Current DrawdownCurrent decline from peak | -2.31% | -9.93% | +7.62% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -7.95% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 6.07% | -3.73% |
Volatility
REIT vs. VGT - Volatility Comparison
The current volatility for ALPS Active REIT ETF (REIT) is 4.58%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.42%. This indicates that REIT experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REIT | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 8.42% | -3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 20.14% | -9.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 24.28% | -10.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 25.83% | -7.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 24.89% | -6.57% |
REIT vs. VGT - Expense Ratio Comparison
REIT has a 0.68% expense ratio, which is higher than VGT's 0.09% expense ratio.
Dividends
REIT vs. VGT - Dividend Comparison
REIT's dividend yield for the trailing twelve months is around 2.65%, more than VGT's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 2.65% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.38% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Frequently Asked Questions
REIT and VGT have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGT has higher volatility (8.42%) compared to REIT (4.58%). In terms of maximum drawdown, REIT dropped -29.30% vs VGT's -54.63%.
On 5-year performance, VGT leads with 17.81% vs 4.59% for REIT. On fees, VGT is cheaper at 0.09% per year. On volatility, REIT has been the lower-risk option at 4.58%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, VGT has performed better with a 17.81% return vs 4.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VGT is cheaper with a 0.09% expense ratio, compared with 0.68% for REIT.
REIT has the higher dividend yield at 2.65%, compared with 0.38% for VGT.
REIT is categorized as REIT, while VGT is Technology Equities. They also come from different issuers: ALPS and Vanguard. Their fees differ too: 0.68% for REIT and 0.09% for VGT.
REIT currently has the higher Sharpe Ratio (1.78 vs 1.31), 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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