CBSE vs REIT
Comparison between CLOUGH SELECT EQUITY ETF (CBSE, ETF) and ALPS ACTIVE REIT ETF (REIT, ETF).
5-Year PerformanceCBSE has outperformed REIT, delivering a return of +11.6% compared to +4.7%
CBSE vs REIT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CBSE
$52M
Winner
REIT
$52M
Expense Ratio
CBSE
0.85%
Winner
REIT
0.68%
Max Drawdown
CBSE
36.30%
Winner
REIT
32.68%
Sharpe Ratio
Winner
CBSE
1.39
REIT
1.01
5Y Beta
CBSE
1.22
Winner
REIT
0.50
P/E Ratio
Winner
CBSE
4.38
REIT
34.77
Forward P/E
Winner
CBSE
22.18
REIT
33.24
PEG Ratio
CBSE
0.73
Winner
REIT
0.73
5Y Dividends CAGR
CBSE
N/A
REIT
56.74%
5Y EPS CAGR
CBSE
N/A
REIT
10.19%
Debt to Equity
CBSE
N/A
REIT
99.00%
P/S Ratio
Winner
CBSE
3.18
REIT
7.92
P/B Ratio
CBSE
4.96
Winner
REIT
2.45
CBSE vs REIT - Holdings Comparison
CBSE and REIT have 0 common holdings. Overlap is 0.00%
CBSE's top 25 holdings weight is 60.79%. REIT's top 25 holdings weight is 91.69%.
| Rank | CBSE | REIT |
|---|---|---|
| #1 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 3.23% | EQUINIX INC (EQIX) - 9.68% |
| #2 | SABLE OFFSHORE CORP (SOC) - 2.90% | PROLOGIS INC (PLD) - 9.26% |
| #3 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 2.70% | WELLTOWER INC (WELL) - 8.75% |
| #4 | OSCAR HEALTH INC CLASS A (OSCR) - 2.66% | SIMON PROPERTY GROUP INC (SPG) - 4.88% |
| #5 | TRANSOCEAN LTD (RIG) - 2.65% | ESSEX PROPERTY TRUST INC (ESS) - 4.36% |
| #6 | SLB LTD (SLB) - 2.58% | HOST HOTELS & RESORTS INC (HST) - 3.78% |
| #7 | HALLIBURTON CO (HAL) - 2.57% | PUBLIC STORAGE (PSA) - 3.61% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 2.52% | MACERICH CO (MAC) - 3.59% |
| #9 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 2.46% | CARETRUST REIT INC (CTRE) - 3.11% |
| #10 | KRYSTAL BIOTECH INC (KRYS) - 2.46% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 3.07% |
| #11 | PLANET LABS PBC CLASS A (PL) - 2.46% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.05% |
| #12 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.42% | AVALONBAY COMMUNITIES INC (AVB) - 2.99% |
| #13 | KINROSS GOLD CORP (n/a) - 2.34% | INVITATION HOMES INC (INVH) - 2.99% |
| #14 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.31% | DIGITAL REALTY TRUST INC (DLR) - 2.98% |
| #15 | TRANSMEDICS GROUP INC (TMDX) - 2.29% | SABRA HEALTH CARE REIT INC (SBRA) - 2.98% |
| #16 | NEWMONT CORP (NEM) - 2.29% | INVENTRUST PROPERTIES CORP (IVT) - 2.70% |
| #17 | NVENT ELECTRIC PLC (NVT) - 2.26% | W.P. CAREY INC (WPC) - 2.48% |
| #18 | TENABLE HOLDINGS INC (TENB) - 2.26% | TERRENO REALTY CORP (TRNO) - 2.43% |
| #19 | SERVICE CORP INTERNATIONAL (SCI) - 2.25% | CUBESMART (CUBE) - 2.37% |
| #20 | ROLLINS INC (ROL) - 2.24% | CURBLINE PROPERTIES CORP (CURB) - 2.25% |
| #21 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.23% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 2.17% |
| #22 | GE VERNOVA INC (GEV) - 2.21% | AMERICAN TOWER CORP (AMT) - 2.11% |
| #23 | AKAMAI TECHNOLOGIES INC (AKAM) - 2.19% | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC (BXDC) - 2.04% |
| #24 | SENSIENT TECHNOLOGIES CORP (SXT) - 2.17% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 2.03% |
| #25 | INDIE SEMICONDUCTOR INC ORDINARY SHARES CLASS A (INDI) - 2.14% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.03% |
| Total Holdings | 43 | 30 |
CBSE vs REIT - Historical Returns
Returns include dividend reinvestment.
1M
CBSE
+0.91%
Winner
REIT
+4.18%
3M
Winner
CBSE
+21.61%
REIT
+7.90%
6M
Winner
CBSE
+25.95%
REIT
+17.12%
1Y
Winner
CBSE
+39.72%
REIT
+17.86%
5Y(CAGR)
Winner
CBSE
+11.58%
REIT
+4.74%
Max(CAGR)
Winner
CBSE
+17.81%
REIT
+7.78%
CBSE vs REIT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CBSE | REIT |
|---|---|---|
| 2026 | +21.97% | +16.59% |
| 2025 | +17.90% | -0.11% |
| 2024 | +34.00% | +5.86% |
| 2023 | +18.89% | +14.17% |
| 2022 | -20.85% | -20.43% |
| 2021 | +16.05% | +33.50% |
| 2020 | +16.87% | N/A |
CBSE vs REIT Drawdown Comparison
The maximum drawdown for CBSE was -36.30%, occurring on Jun 16, 2022. Recovery took 631 trading sessions.
The maximum drawdown for REIT was -29.27%, occurring on Oct 27, 2023. Recovery took 603 trading sessions.
The current CBSE drawdown is -5.70%. The current REIT drawdown is -0.62%.
| Rank | CBSE | REIT |
|---|---|---|
| #1 | -36.30% Nov 9, 2021 - May 15, 2024 | -29.27% Apr 20, 2022 - Sep 13, 2024 |
| #2 | -29.40% Jan 24, 2025 - Jun 26, 2025 | -18.18% Nov 27, 2024 - Feb 13, 2026 |
| #3 | -13.57% Oct 15, 2025 - Jan 14, 2026 | -11.24% Dec 31, 2021 - Apr 20, 2022 |
| #4 | -13.28% Jul 16, 2024 - Nov 7, 2024 | -7.35% Mar 2, 2026 - Apr 14, 2026 |
| #5 | -11.54% Jan 22, 2026 - Apr 13, 2026 | -6.96% Sep 3, 2021 - Oct 28, 2021 |
| #6 | -10.09% Apr 29, 2021 - Nov 3, 2021 | -5.00% Nov 24, 2021 - Dec 8, 2021 |
| #7 | -9.31% Jun 2, 2026 - Jun 10, 2026 | -4.60% Sep 23, 2024 - Nov 25, 2024 |
| #8 | -6.81% Feb 24, 2021 - Mar 15, 2021 | -3.97% May 10, 2021 - May 24, 2021 |
| #9 | -6.52% Dec 6, 2024 - Jan 3, 2025 | -3.43% Apr 9, 2021 - Apr 21, 2021 |
| #10 | -6.11% Mar 15, 2021 - Apr 26, 2021 | -3.22% May 26, 2026 - Jun 9, 2026 |
| #11 | -5.41% Oct 6, 2025 - Oct 15, 2025 | -2.92% Feb 26, 2021 - Mar 8, 2021 |
| #12 | -5.11% Jan 22, 2021 - Feb 3, 2021 | -2.91% Mar 15, 2021 - Apr 1, 2021 |
| #13 | -4.62% Apr 24, 2026 - May 4, 2026 | -2.83% Jun 14, 2021 - Jul 9, 2021 |
| #14 | -4.54% May 14, 2026 - May 26, 2026 | -2.62% Apr 20, 2026 - May 6, 2026 |
| #15 | -4.13% Jan 6, 2025 - Jan 16, 2025 | -2.42% Jul 30, 2021 - Aug 31, 2021 |
Correlation
Correlation between CBSE and REIT is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2021 - 2026)
CBSE vs REIT dividend yield comparison.
| Year | CBSE | REIT |
|---|---|---|
| 2026 | 0.00% | 0.60% |
| 2025 | 0.35% | 3.20% |
| 2024 | 0.37% | 3.06% |
| 2023 | 1.50% | 3.13% |
| 2022 | 0.52% | 2.81% |
| 2021 | 0.00% | 4.71% |
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