IRTR vs REIT

Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and ALPS ACTIVE REIT ETF (REIT, ETF).

IRTR vs REIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IRTR(ETF)	REIT(ETF)
Net Assets	$53M	$52M
Expense Ratio	0.08%	0.68%
Max Drawdown	7.47%	32.68%
Sharpe Ratio	1.38	1.01
5Y Beta	0.36	0.50
P/E Ratio	N/A	34.77
Forward P/E	N/A	33.24
PEG Ratio	N/A	0.73
5Y Dividends CAGR	N/A	56.74%
5Y EPS CAGR	N/A	10.19%
Debt to Equity	N/A	99.00%
P/S Ratio	N/A	7.92
P/B Ratio	N/A	2.45

Net Assets

Winner

IRTR

$53M

REIT

$52M

Expense Ratio

Winner

IRTR

0.08%

REIT

0.68%

Max Drawdown

Winner

IRTR

7.47%

REIT

32.68%

Sharpe Ratio

Winner

IRTR

1.38

REIT

1.01

5Y Beta

Winner

IRTR

0.36

REIT

0.50

P/E Ratio

IRTR

N/A

REIT

34.77

Forward P/E

IRTR

N/A

REIT

33.24

PEG Ratio

IRTR

N/A

REIT

0.73

5Y Dividends CAGR

IRTR

N/A

REIT

56.74%

5Y EPS CAGR

IRTR

N/A

REIT

10.19%

Debt to Equity

IRTR

N/A

REIT

99.00%

P/S Ratio

IRTR

N/A

REIT

7.92

P/B Ratio

IRTR

N/A

REIT

2.45

IRTR vs REIT - Historical Returns

Returns include dividend reinvestment.

Period	IRTR	REIT
1 month	+1.93%	+4.10%
3 months	+4.97%	+7.83%
6 months	+6.03%	+15.96%
1 year	+13.71%	+17.78%
5 years(CAGR)	N/A	+4.58%
Max(CAGR)	+13.98%	+7.77%

IRTR

+1.93%

Winner

REIT

+4.10%

IRTR

+4.97%

Winner

REIT

+7.83%

IRTR

+6.03%

Winner

REIT

+15.96%

IRTR

+13.71%

Winner

REIT

+17.78%

5Y(CAGR)

IRTR

N/A

REIT

+4.58%

Max(CAGR)

Winner

IRTR

+13.98%

REIT

+7.77%

IRTR vs REIT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	IRTR	REIT
2026	+5.30%	+16.51%
2025	+12.80%	-0.11%
2024	+8.21%	+5.86%
2023	+10.63%	+14.17%
2022	N/A	-20.43%
2021	N/A	+33.50%

IRTR vs REIT Drawdown Comparison

The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.

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

The current IRTR drawdown is -0.05%. The current REIT drawdown is -0.69%.

Rank	IRTR	REIT
#1	-6.29% Feb 26, 2025 - May 13, 2025	-29.27% Apr 20, 2022 - Sep 13, 2024
#2	-4.82% Feb 25, 2026 - Apr 17, 2026	-18.18% Nov 27, 2024 - Feb 13, 2026
#3	-3.76% Dec 6, 2024 - Feb 26, 2025	-11.24% Dec 31, 2021 - Apr 20, 2022
#4	-3.38% Mar 28, 2024 - May 15, 2024	-7.35% Mar 2, 2026 - Apr 14, 2026
#5	-2.41% Sep 27, 2024 - Nov 29, 2024	-6.96% Sep 3, 2021 - Oct 28, 2021
#6	-2.39% Oct 28, 2025 - Dec 23, 2025	-5.00% Nov 24, 2021 - Dec 8, 2021
#7	-2.25% Jul 16, 2024 - Aug 15, 2024	-4.60% Sep 23, 2024 - Nov 25, 2024
#8	-1.91% Jun 2, 2026 - Jun 10, 2026	-3.97% May 10, 2021 - May 24, 2021
#9	-1.82% Dec 27, 2023 - Feb 1, 2024	-3.43% Apr 9, 2021 - Apr 21, 2021
#10	-1.53% May 15, 2024 - Jun 5, 2024	-3.22% May 26, 2026 - Jun 9, 2026
#11	-1.50% Feb 1, 2024 - Feb 23, 2024	-2.92% Feb 26, 2021 - Mar 8, 2021
#12	-1.44% May 6, 2026 - May 26, 2026	-2.91% Mar 15, 2021 - Apr 1, 2021
#13	-1.09% Oct 24, 2023 - Nov 1, 2023	-2.83% Jun 14, 2021 - Jul 9, 2021
#14	-1.02% Jan 15, 2026 - Jan 26, 2026	-2.62% Apr 20, 2026 - May 6, 2026
#15	-1.01% Oct 8, 2025 - Oct 17, 2025	-2.42% Jul 30, 2021 - Aug 31, 2021