REIT vs. VTI

In the year-to-date period, REIT achieves a -1.04% return, which is significantly lower than VTI's 0.38% return.

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REIT has a 0.68% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and Vanguard Total Stock Market ETF (VTI). 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 0.71, which is comparable to the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of REIT and VTI, 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 3.06%, more than VTI's 1.29% yield.

The maximum REIT drawdown since its inception was -29.30%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for REIT and VTI.

The current volatility for ALPS Active REIT ETF (REIT) is 4.54%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.90%. This indicates that REIT experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.