ALPS Active REIT ETF
$28.55−0.03 (−0.11%)
- 0.68%
- $54M
- +13.8%
- 3.05%
- 0M sh
- $28.58
- low $26.04high $32.16
The ETF.net REIT Grade
C
Score 52 out of 100
- 12 of 35
Score 52 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.C44 out of 100Rank 20 of 35Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C53 out of 100Rank 18 of 35Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B55 out of 100Rank 17 of 35Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B66 out of 100Rank 12 of 35Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B63 out of 100Rank 12 of 35
Our read on REIT
CReal estate, hand-picked. About 30 US REITs chosen name by name instead of a whole-sector scoop, aiming for total return from dividends plus price appreciation. Concentrated on purpose, and it pays quarterly.
The fund seeks total return from dividends and capital appreciation by investing at least 80% of net assets in publicly traded REIT equity securities, primarily US REITs.
Why people hold it
- Stock picking, not a sector scoop: roughly 30 REITs, each one a deliberate call that carries real weight in the portfolio.
- The mandate is narrow by design: at least 80% of net assets in publicly traded REIT equity, primarily US names. Real estate, not a fund that dabbles in it.alpsfunds.com
- Two ways to get paid are written into the objective: dividend income and capital appreciation. Distributions arrive on a quarterly schedule.
- Holds its own in the upper half of a crowded active US equity peer group, which is not nothing for a niche sector fund.
Worth knowing
- Active management costs money: 0.68% a year, a shade above the typical active US equity ETF and multiples of broad low-cost peers like DFAU (0.12%) and AVLC (0.15%).
- Small fund, thin trading. Spreads can widen, especially in fast markets, and limit orders are the usual workaround.
- One sector, about 30 names, launched in 2021: no cushion from the rest of the market, and a short history to judge the manager by.
REIT Holdings
- Stocks
- 31
- 57%
- WELL
Sectors
- Real Estate100.0%
Geography
- United States100.00%
REIT Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
REIT$11,378
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | REIT |
|---|---|
| Year to date | +11.3% |
| 1 month | −2.7% |
| 3 months | −5.6% |
| 1 year | +13.8% |
| 3 years | +11.3% |
| 5 years | +3.4% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | REIT |
|---|---|---|
| 2026 YTD | +11.3% | |
| 2025 | −0.6% | |
| 2024 | +7.1% | |
| 2023 | +13.8% | |
| 2022 | −21.2% | |
| 2021 | +33.5% |
REIT in the news
REIT Dividends
- 3.05%
- $0.87
- $0.27 per share
- Quarterly
Distribution history
REIT Risk
- 16.3%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.45
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −29.3%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.93
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
REIT Cost
0.68%
REIT0.68%
- The middle half of US Active Sector funds
- Median 0.65%
19 of the 35 US Active Sector funds charge less.
Other funds in US Active Sector
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- CEIPIFT Energy Income Partners Enhanced Income ETFExpense ratio 1.11%1 year return +22.3%
- CXPNDFirst Trust Expanded Technology ETFExpense ratio 0.65%1 year return +14.2%
- CEIPXFT Energy Income Partners Strategy ETFExpense ratio 0.95%1 year return +31.9%
- CGTOPGoldman Sachs Technology Opportunities ETFExpense ratio 0.65%1 year return —