SMRF vs. REIT
SMRF (ALPS Nautilus SMR, Nuclear & Technology ETF) and REIT (ALPS Active REIT ETF) are both exchange-traded funds - SMRF is a Actively Managed fund actively managed by ALPS, while REIT is a REIT fund actively managed by ALPS. Both are actively managed. Their 0.02 correlation means their historical movements had little consistent relationship. SMRF charges 0.65%/yr vs 0.68%/yr for REIT.
Performance
SMRF vs. REIT - Performance Comparison
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Returns By Period
SMRF
- 1D
- 7.39%
- 1M
- -12.81%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
REIT
- 1D
- -1.28%
- 1M
- 2.88%
- 6M
- 18.04%
- YTD
- 20.60%
- 1Y
- 22.24%
- 3Y*
- 10.70%
- 5Y*
- 4.65%
- 10Y*
- —
- ALL TIME*
- 8.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $393.20K | $327.09K | $309.78K | |
| $228.97K | $268.55K | $364.72K |
SMRF vs. REIT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SMRF ALPS Nautilus SMR, Nuclear & Technology ETF | -7.66% |
REIT ALPS Active REIT ETF | 10.78% |
Correlation
The correlation between SMRF and REIT 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 (All Time) Calculated using the full available price history since Feb 19, 2026 | 0.02 |
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Return for Risk
SMRF vs. REIT — Risk / Return Rank
SMRF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
REIT
SMRF vs. REIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) and ALPS Active REIT ETF (REIT). 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.
| SMRF | REIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.04 | — |
| Martin ratioReturn relative to average drawdown | — | 9.54 | — |
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Drawdowns
SMRF vs. REIT - Drawdown Comparison
The maximum SMRF drawdown since its inception was -26.22%, smaller than the maximum REIT drawdown of -29.30%. Use the drawdown chart below to compare losses from any high point for SMRF and REIT.
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Drawdown Indicators
| SMRF | REIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.22% | -29.30% | +3.08% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.35% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.19% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.30% | — |
Current DrawdownCurrent decline from peak | -20.77% | -2.01% | -18.76% |
Average DrawdownAverage peak-to-trough decline | -8.48% | -10.10% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.35% | — |
Volatility
SMRF vs. REIT - Volatility Comparison
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Volatility by Period
| SMRF | REIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.57% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.53% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 46.33% | 13.52% | +32.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.33% | 18.52% | +27.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.33% | 18.33% | +28.00% |
SMRF vs. REIT - Expense Ratio Comparison
SMRF has a 0.65% expense ratio, which is lower than REIT's 0.68% expense ratio.
Dividends
SMRF vs. REIT - Dividend Comparison
SMRF's dividend yield for the trailing twelve months is around 0.61%, less than REIT's 2.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 2.64% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% |
SMRF ALPS Nautilus SMR, Nuclear & Technology ETF | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SMRF and REIT 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.
On fees, SMRF is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SMRF is cheaper with a 0.65% expense ratio, compared with 0.68% for REIT.
REIT has the higher dividend yield at 2.64%, compared with 0.61% for SMRF.
SMRF is categorized as Actively Managed, while REIT is REIT. Their fees differ too: 0.65% for SMRF and 0.68% for REIT.
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