AVRY vs REIT
Comparison between AVORY FOUNDATIONAL ETF (AVRY, ETF) and ALPS ACTIVE REIT ETF (REIT, ETF).
AVRY vs REIT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVRY
$51M
REIT
$50M
Expense Ratio
AVRY
0.89%
Winner
REIT
0.68%
Max Drawdown
Winner
AVRY
21.58%
REIT
32.68%
Sharpe Ratio
AVRY
-0.86
Winner
REIT
0.94
5Y Beta
AVRY
1.30
Winner
REIT
0.51
P/E Ratio
AVRY
207.52
Winner
REIT
34.26
Forward P/E
Winner
AVRY
22.21
REIT
32.81
PEG Ratio
AVRY
N/A
REIT
0.69
5Y Dividends CAGR
AVRY
N/A
REIT
56.74%
5Y EPS CAGR
Winner
AVRY
35.79%
REIT
10.07%
Debt to Equity
Winner
AVRY
26.42%
REIT
97.17%
P/S Ratio
Winner
AVRY
2.80
REIT
7.95
P/B Ratio
AVRY
3.63
Winner
REIT
2.41
AVRY vs REIT - Holdings Comparison
AVRY and REIT have 0 common holdings. Overlap is 0.00%
AVRY's top 25 holdings weight is 98.39%. REIT's top 25 holdings weight is 91.00%.
| Rank | AVRY | REIT |
|---|---|---|
| #1 | ZOOM COMMUNICATIONS INC (ZM) - 7.63% | EQUINIX INC (EQIX) - 9.88% |
| #2 | BLOCK INC CLASS A (XYZ) - 7.07% | WELLTOWER INC (WELL) - 9.39% |
| #3 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 7.03% | PROLOGIS INC (PLD) - 9.26% |
| #4 | OMNICELL INC (OMCL) - 6.10% | SIMON PROPERTY GROUP INC (SPG) - 4.50% |
| #5 | AMAZON.COM INC (AMZN) - 6.00% | ESSEX PROPERTY TRUST INC (ESS) - 4.23% |
| #6 | META PLATFORMS INC CLASS A (META) - 5.25% | PUBLIC STORAGE (PSA) - 3.55% |
| #7 | XOMETRY INC ORDINARY SHARES CLASS A (XMTR) - 5.10% | AVALONBAY COMMUNITIES INC (AVB) - 3.48% |
| #8 | BLACKSTONE INC (BX) - 4.97% | HOST HOTELS & RESORTS INC (HST) - 3.46% |
| #9 | OKTA INC CLASS A (OKTA) - 4.85% | SABRA HEALTH CARE REIT INC (SBRA) - 3.40% |
| #10 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 4.47% | CARETRUST REIT INC (CTRE) - 3.32% |
| #11 | ZILLOW GROUP INC CLASS C (Z) - 4.47% | INVITATION HOMES INC (INVH) - 3.15% |
| #12 | FIRST WATCH RESTAURANT GROUP INC (FWRG) - 3.98% | DIGITAL REALTY TRUST INC (DLR) - 3.13% |
| #13 | PAYCOM SOFTWARE INC (PAYC) - 3.81% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.11% |
| #14 | STARBUCKS CORP (SBUX) - 2.98% | MACERICH CO (MAC) - 2.84% |
| #15 | SITEONE LANDSCAPE SUPPLY INC (SITE) - 2.83% | INVENTRUST PROPERTIES CORP (IVT) - 2.64% |
| #16 | DUTCH BROS INC CLASS A (BROS) - 2.82% | W.P. CAREY INC (WPC) - 2.48% |
| #17 | CISCO SYSTEMS INC (CSCO) - 2.80% | CUBESMART (CUBE) - 2.36% |
| #18 | LEGALZOOM.COM INC (LZ) - 2.60% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.29% |
| #19 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 2.27% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 2.24% |
| #20 | SALESFORCE INC (CRM) - 2.13% | CURBLINE PROPERTIES CORP (CURB) - 2.16% |
| #21 | MONDAY.COM LTD ORDINARY SHARES (MNDY) - 2.00% | AMERICAN TOWER CORP (AMT) - 2.09% |
| #22 | UIPATH INC CLASS A (PATH) - 1.88% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.04% |
| #23 | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 1.82% | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC (BXDC) - 2.04% |
| #24 | NEXTERA ENERGY INC (NEE) - 1.80% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 2.01% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 1.73% | TERRENO REALTY CORP (TRNO) - 1.95% |
| Total Holdings | 28 | 31 |
AVRY vs REIT - Historical Returns
Returns include dividend reinvestment.
1M
AVRY
-2.60%
Winner
REIT
+2.17%
3M
AVRY
+1.34%
Winner
REIT
+5.34%
6M
AVRY
N/A
REIT
+15.17%
1Y
AVRY
N/A
REIT
+16.61%
5Y(CAGR)
AVRY
N/A
REIT
+4.84%
Max(CAGR)
AVRY
-22.42%
Winner
REIT
+7.59%
AVRY vs REIT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AVRY | REIT |
|---|---|---|
| 2026 | -8.89% | +15.27% |
| 2025 | N/A | -0.11% |
| 2024 | N/A | +5.86% |
| 2023 | N/A | +14.17% |
| 2022 | N/A | -20.43% |
| 2021 | N/A | +33.50% |
AVRY vs REIT Drawdown Comparison
The maximum drawdown for AVRY was -21.58%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for REIT was -29.27%, occurring on Oct 27, 2023. Recovery took 603 trading sessions.
The current AVRY drawdown is -10.27%. The current REIT drawdown is -0.42%.
| Rank | AVRY | REIT |
|---|---|---|
| #1 | -21.58% Jan 26, 2026 - Mar 27, 2026 | -29.27% Apr 20, 2022 - Sep 13, 2024 |
| #2 | N/A | -18.18% Nov 27, 2024 - Feb 13, 2026 |
| #3 | N/A | -11.24% Dec 31, 2021 - Apr 20, 2022 |
| #4 | N/A | -7.35% Mar 2, 2026 - Apr 14, 2026 |
| #5 | N/A | -6.96% Sep 3, 2021 - Oct 28, 2021 |
| #6 | N/A | -5.00% Nov 24, 2021 - Dec 8, 2021 |
| #7 | N/A | -4.60% Sep 23, 2024 - Nov 25, 2024 |
| #8 | N/A | -3.97% May 10, 2021 - May 24, 2021 |
| #9 | N/A | -3.43% Apr 9, 2021 - Apr 21, 2021 |
| #10 | N/A | -3.22% May 26, 2026 - Jun 1, 2026 |
| #11 | N/A | -2.92% Feb 26, 2021 - Mar 8, 2021 |
| #12 | N/A | -2.91% Mar 15, 2021 - Apr 1, 2021 |
| #13 | N/A | -2.83% Jun 14, 2021 - Jul 9, 2021 |
| #14 | N/A | -2.62% Apr 20, 2026 - May 6, 2026 |
| #15 | N/A | -2.42% Jul 30, 2021 - Aug 31, 2021 |
Correlation
Correlation between AVRY and REIT is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
0.20
-101
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