FEBU vs REIT

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF (FEBU, ETF) and ALPS ACTIVE REIT ETF (REIT, ETF).

FEBU vs REIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FEBU(ETF)	REIT(ETF)
Net Assets	$50M	$50M
Expense Ratio	0.74%	0.68%
Max Drawdown	11.73%	32.68%
Sharpe Ratio	1.38	0.94
5Y Beta	0.62	0.51
P/E Ratio	N/A	34.26
Forward P/E	N/A	32.81
PEG Ratio	N/A	0.69
5Y Dividends CAGR	N/A	56.74%
5Y EPS CAGR	N/A	10.07%
Debt to Equity	N/A	97.17%
P/S Ratio	N/A	7.95
P/B Ratio	N/A	2.41

Net Assets

FEBU

$50M

REIT

$50M

Expense Ratio

FEBU

0.74%

Winner

REIT

0.68%

Max Drawdown

Winner

FEBU

11.73%

REIT

32.68%

Sharpe Ratio

Winner

FEBU

1.38

REIT

0.94

5Y Beta

FEBU

0.62

Winner

REIT

0.51

P/E Ratio

FEBU

N/A

REIT

34.26

Forward P/E

FEBU

N/A

REIT

32.81

PEG Ratio

FEBU

N/A

REIT

0.69

5Y Dividends CAGR

FEBU

N/A

REIT

56.74%

5Y EPS CAGR

FEBU

N/A

REIT

10.07%

Debt to Equity

FEBU

N/A

REIT

97.17%

P/S Ratio

FEBU

N/A

REIT

7.95

P/B Ratio

FEBU

N/A

REIT

2.41

FEBU vs REIT - Historical Returns

Returns include dividend reinvestment.

Period	FEBU	REIT
1 month	+1.57%	+2.17%
3 months	+6.26%	+5.34%
6 months	+5.96%	+15.17%
1 year	+18.24%	+16.61%
5 years(CAGR)	N/A	+4.84%
Max(CAGR)	+12.81%	+7.59%

FEBU

+1.57%

Winner

REIT

+2.17%

Winner

FEBU

+6.26%

REIT

+5.34%

FEBU

+5.96%

Winner

REIT

+15.17%

Winner

FEBU

+18.24%

REIT

+16.61%

5Y(CAGR)

FEBU

N/A

REIT

+4.84%

Max(CAGR)

Winner

FEBU

+12.81%

REIT

+7.59%

FEBU vs REIT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	FEBU	REIT
2026	+6.37%	+15.27%
2025	+10.43%	-0.11%
2024	N/A	+5.86%
2023	N/A	+14.17%
2022	N/A	-20.43%
2021	N/A	+33.50%

FEBU vs REIT Drawdown Comparison

The maximum drawdown for FEBU was -11.73%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for REIT was -29.27%, occurring on Oct 27, 2023. Recovery took 603 trading sessions.

The current FEBU drawdown is -2.27%. The current REIT drawdown is -0.42%.

Rank	FEBU	REIT
#1	-11.73% Feb 19, 2025 - Jun 27, 2025	-29.27% Apr 20, 2022 - Sep 13, 2024
#2	-5.99% Jan 12, 2026 - Apr 15, 2026	-18.18% Nov 27, 2024 - Feb 13, 2026
#3	-4.75% Oct 27, 2025 - Jan 6, 2026	-11.24% Dec 31, 2021 - Apr 20, 2022
#4	-2.44% Oct 8, 2025 - Oct 24, 2025	-7.35% Mar 2, 2026 - Apr 14, 2026
#5	-2.27% Jun 2, 2026 - Jun 5, 2026	-6.96% Sep 3, 2021 - Oct 28, 2021
#6	-1.81% Jul 25, 2025 - Aug 8, 2025	-5.00% Nov 24, 2021 - Dec 8, 2021
#7	-1.76% May 14, 2026 - May 26, 2026	-4.60% Sep 23, 2024 - Nov 25, 2024
#8	-1.25% Aug 14, 2025 - Aug 27, 2025	-3.97% May 10, 2021 - May 24, 2021
#9	-1.17% Sep 22, 2025 - Oct 1, 2025	-3.43% Apr 9, 2021 - Apr 21, 2021
#10	-1.11% Aug 28, 2025 - Sep 9, 2025	-3.22% May 26, 2026 - Jun 1, 2026
#11	-0.70% Jul 3, 2025 - Jul 10, 2025	-2.92% Feb 26, 2021 - Mar 8, 2021
#12	-0.67% Feb 6, 2025 - Feb 13, 2025	-2.91% Mar 15, 2021 - Apr 1, 2021
#13	-0.59% Apr 17, 2026 - Apr 22, 2026	-2.83% Jun 14, 2021 - Jul 9, 2021
#14	-0.58% Jul 10, 2025 - Jul 17, 2025	-2.62% Apr 20, 2026 - May 6, 2026
#15	-0.57% May 6, 2026 - May 8, 2026	-2.42% Jul 30, 2021 - Aug 31, 2021