MMSC vs REIT
Comparison between FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF (MMSC, ETF) and ALPS ACTIVE REIT ETF (REIT, ETF).
5-Year PerformanceMMSC has outperformed REIT, delivering a return of +6.9% compared to +4.7%
MMSC vs REIT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MMSC
$52M
Winner
REIT
$52M
Expense Ratio
MMSC
0.95%
Winner
REIT
0.68%
Max Drawdown
MMSC
40.82%
Winner
REIT
32.68%
Sharpe Ratio
Winner
MMSC
1.41
REIT
1.01
5Y Beta
MMSC
1.28
Winner
REIT
0.50
P/E Ratio
MMSC
280.79
Winner
REIT
34.77
Forward P/E
Winner
MMSC
28.25
REIT
33.24
PEG Ratio
MMSC
N/A
REIT
0.73
5Y Dividends CAGR
MMSC
N/A
REIT
56.74%
5Y EPS CAGR
Winner
MMSC
11.01%
REIT
10.19%
Debt to Equity
Winner
MMSC
6.48%
REIT
99.00%
P/S Ratio
Winner
MMSC
2.70
REIT
7.92
P/B Ratio
MMSC
4.25
Winner
REIT
2.45
MMSC vs REIT - Holdings Comparison
MMSC and REIT have 0 common holdings. Overlap is 0.00%
MMSC's top 25 holdings weight is 29.27%. REIT's top 25 holdings weight is 91.69%.
| Rank | MMSC | REIT |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 2.38% | EQUINIX INC (EQIX) - 9.68% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.13% | PROLOGIS INC (PLD) - 9.26% |
| #3 | PLANET LABS PBC CLASS A (PL) - 1.56% | WELLTOWER INC (WELL) - 8.75% |
| #4 | NLIGHT INC (LASR) - 1.47% | SIMON PROPERTY GROUP INC (SPG) - 4.88% |
| #5 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.44% | ESSEX PROPERTY TRUST INC (ESS) - 4.36% |
| #6 | FABRINET (FN) - 1.36% | HOST HOTELS & RESORTS INC (HST) - 3.78% |
| #7 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 1.35% | PUBLIC STORAGE (PSA) - 3.61% |
| #8 | XOMETRY INC ORDINARY SHARES CLASS A (XMTR) - 1.27% | MACERICH CO (MAC) - 3.59% |
| #9 | RAMBUS INC (RMBS) - 1.26% | CARETRUST REIT INC (CTRE) - 3.11% |
| #10 | FIRSTCASH HOLDINGS INC (FCFS) - 1.20% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 3.07% |
| #11 | LUMENTUM HOLDINGS INC (LITE) - 1.17% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.05% |
| #12 | SITIME CORP ORDINARY SHARES (SITM) - 0.98% | AVALONBAY COMMUNITIES INC (AVB) - 2.99% |
| #13 | GUARDANT HEALTH INC (GH) - 0.97% | INVITATION HOMES INC (INVH) - 2.99% |
| #14 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 0.96% | DIGITAL REALTY TRUST INC (DLR) - 2.98% |
| #15 | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 0.94% | SABRA HEALTH CARE REIT INC (SBRA) - 2.98% |
| #16 | COHERENT CORP (COHR) - 0.93% | INVENTRUST PROPERTIES CORP (IVT) - 2.70% |
| #17 | POWELL INDUSTRIES INC (POWL) - 0.93% | W.P. CAREY INC (WPC) - 2.48% |
| #18 | NEXTPOWER INC CLASS A (NXT) - 0.92% | TERRENO REALTY CORP (TRNO) - 2.43% |
| #19 | n/a (SEI) - 0.92% | CUBESMART (CUBE) - 2.37% |
| #20 | VSE CORP (VSEC) - 0.91% | CURBLINE PROPERTIES CORP (CURB) - 2.25% |
| #21 | RBC BEARINGS INC (RBC) - 0.89% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 2.17% |
| #22 | STERLING INFRASTRUCTURE INC (STRL) - 0.86% | AMERICAN TOWER CORP (AMT) - 2.11% |
| #23 | TWIST BIOSCIENCE CORP (TWST) - 0.83% | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC (BXDC) - 2.04% |
| #24 | MODINE MANUFACTURING CO (MOD) - 0.82% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 2.03% |
| #25 | LIGAND PHARMACEUTICALS INC (LGND) - 0.82% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.03% |
| Total Holdings | 202 | 30 |
MMSC vs REIT - Historical Returns
Returns include dividend reinvestment.
1M
MMSC
+3.36%
Winner
REIT
+4.18%
3M
Winner
MMSC
+17.05%
REIT
+7.90%
6M
MMSC
+16.67%
Winner
REIT
+17.12%
1Y
Winner
MMSC
+40.36%
REIT
+17.86%
5Y(CAGR)
Winner
MMSC
+6.87%
REIT
+4.74%
Max(CAGR)
MMSC
+6.87%
Winner
REIT
+7.78%
MMSC vs REIT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MMSC | REIT |
|---|---|---|
| 2026 | +14.65% | +16.59% |
| 2025 | +14.83% | -0.11% |
| 2024 | +24.23% | +5.86% |
| 2023 | +19.91% | +14.17% |
| 2022 | -31.07% | -20.43% |
| 2021 | +1.01% | +33.50% |
MMSC vs REIT Drawdown Comparison
The maximum drawdown for MMSC was -40.82%, occurring on Jun 16, 2022. Recovery took 756 trading sessions.
The maximum drawdown for REIT was -29.27%, occurring on Oct 27, 2023. Recovery took 603 trading sessions.
The current MMSC drawdown is -1.81%. The current REIT drawdown is -0.62%.
| Rank | MMSC | REIT |
|---|---|---|
| #1 | -40.82% Nov 8, 2021 - Nov 11, 2024 | -29.27% Apr 20, 2022 - Sep 13, 2024 |
| #2 | -29.76% Dec 4, 2024 - Sep 17, 2025 | -18.18% Nov 27, 2024 - Feb 13, 2026 |
| #3 | -14.10% Jan 22, 2026 - Apr 17, 2026 | -11.24% Dec 31, 2021 - Apr 20, 2022 |
| #4 | -10.04% Oct 28, 2025 - Dec 10, 2025 | -7.35% Mar 2, 2026 - Apr 14, 2026 |
| #5 | -6.14% Dec 11, 2025 - Jan 6, 2026 | -6.96% Sep 3, 2021 - Oct 28, 2021 |
| #6 | -6.13% Jun 4, 2026 - Jun 10, 2026 | -5.00% Nov 24, 2021 - Dec 8, 2021 |
| #7 | -6.13% Nov 11, 2024 - Nov 25, 2024 | -4.60% Sep 23, 2024 - Nov 25, 2024 |
| #8 | -5.50% May 11, 2026 - May 26, 2026 | -3.97% May 10, 2021 - May 24, 2021 |
| #9 | -3.75% Apr 20, 2026 - May 5, 2026 | -3.43% Apr 9, 2021 - Apr 21, 2021 |
| #10 | -3.47% Oct 8, 2025 - Oct 14, 2025 | -3.22% May 26, 2026 - Jun 9, 2026 |
| #11 | -3.26% Oct 15, 2025 - Oct 24, 2025 | -2.92% Feb 26, 2021 - Mar 8, 2021 |
| #12 | -2.94% Sep 22, 2025 - Oct 2, 2025 | -2.91% Mar 15, 2021 - Apr 1, 2021 |
| #13 | -1.81% May 6, 2026 - May 11, 2026 | -2.83% Jun 14, 2021 - Jul 9, 2021 |
| #14 | -1.38% Oct 25, 2021 - Oct 28, 2021 | -2.62% Apr 20, 2026 - May 6, 2026 |
| #15 | -1.13% May 28, 2026 - Jun 4, 2026 | -2.42% Jul 30, 2021 - Aug 31, 2021 |
Correlation
Correlation between MMSC and REIT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2021 - 2026)
MMSC vs REIT dividend yield comparison.
| Year | MMSC | REIT |
|---|---|---|
| 2026 | 0.00% | 0.60% |
| 2025 | 0.00% | 3.20% |
| 2024 | 0.41% | 3.06% |
| 2023 | 0.00% | 3.13% |
| 2022 | 0.00% | 2.81% |
| 2021 | 0.00% | 4.71% |
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