REIT vs DIVP

Comparison between ALPS ACTIVE REIT ETF (REIT, ETF) and CULLEN ENHANCED EQUITY INCOME ETF (DIVP, ETF).

REIT vs DIVP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REIT(ETF)	DIVP(ETF)
Net Assets	$55M	$54M
Expense Ratio	0.68%	0.55%
Max Drawdown	32.68%	14.87%
Sharpe Ratio	1.23	0.94
5Y Beta	0.48	0.45
P/E Ratio	36.07	15.57
Forward P/E	34.35	13.66
PEG Ratio	0.87	0.14
5Y Dividends CAGR	33.66%	N/A
5Y EPS CAGR	7.54%	6.75%
Debt to Equity	99.85%	62.86%
P/S Ratio	8.39	1.85
P/B Ratio	2.50	2.23

Net Assets

Winner

REIT

$55M

DIVP

$54M

Expense Ratio

REIT

0.68%

Winner

DIVP

0.55%

Max Drawdown

REIT

32.68%

Winner

DIVP

14.87%

Sharpe Ratio

Winner

REIT

1.23

DIVP

0.94

5Y Beta

REIT

0.48

Winner

DIVP

0.45

P/E Ratio

REIT

36.07

Winner

DIVP

15.57

Forward P/E

REIT

34.35

Winner

DIVP

13.66

PEG Ratio

REIT

0.87

Winner

DIVP

0.14

5Y Dividends CAGR

REIT

33.66%

DIVP

N/A

5Y EPS CAGR

Winner

REIT

7.54%

DIVP

6.75%

Debt to Equity

REIT

99.85%

Winner

DIVP

62.86%

P/S Ratio

REIT

8.39

Winner

DIVP

1.85

P/B Ratio

REIT

2.50

Winner

DIVP

2.23

REIT vs DIVP - Holdings Comparison

REIT and DIVP have 2 common holdings. Overlap is 4.81%

REIT's top 25 holdings weight is 92.59%. DIVP's top 25 holdings weight is 80.24%.

Rank	REIT	DIVP
#1	WELLTOWER INC (WELL) - 9.93%	UNITEDHEALTH GROUP INC (UNH) - 4.13%
#2	PROLOGIS INC (PLD) - 8.74%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 4.10%
#3	EQUINIX INC (EQIX) - 7.83%	MERCK & CO INC (MRK) - 4.10%
#4	SIMON PROPERTY GROUP INC (SPG) - 5.20%	SYSCO CORP (SYY) - 3.67%
#5	MACERICH CO (MAC) - 4.80%	EOG RESOURCES INC (EOG) - 3.64%
#6	ESSEX PROPERTY TRUST INC (ESS) - 4.50%	BRISTOL-MYERS SQUIBB CO (BMY) - 3.45%
#7	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 4.04%	CONOCOPHILLIPS (COP) - 3.40%
#8	PUBLIC STORAGE (PSA) - 3.79%	TRUIST FINANCIAL CORP (TFC) - 3.36%
#9	CARETRUST REIT INC (CTRE) - 3.27%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.35%
#10	HOST HOTELS & RESORTS INC (HST) - 3.24%	CASH (n/a) - 3.34%
#11	SABRA HEALTH CARE REIT INC (SBRA) - 3.19%	KEURIG DR PEPPER INC (KDP) - 3.21%
#12	TERRENO REALTY CORP (TRNO) - 3.16%	HEALTHPEAK PROPERTIES INC (DOC) - 3.14%
#13	INVITATION HOMES INC (INVH) - 3.02%	CITIGROUP INC (C) - 3.14%
#14	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.92%	DUKE ENERGY CORP (DUK) - 3.09%
#15	AVALONBAY COMMUNITIES INC (AVB) - 2.52%	BECTON DICKINSON & CO (BDX) - 3.07%
#16	AMERICAN TOWER CORP (AMT) - 2.47%	MEDTRONIC PLC (MDT) - 3.02%
#17	DIGITAL REALTY TRUST INC (DLR) - 2.44%	RESTAURANT BRANDS INTERNATIONAL INC (QSR) - 2.99%
#18	CUBESMART (CUBE) - 2.39%	PPL CORP (PPL) - 2.92%
#19	W.P. CAREY INC (WPC) - 2.31%	ALTRIA GROUP INC (MO) - 2.86%
#20	CURBLINE PROPERTIES CORP (CURB) - 2.26%	UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.83%
#21	COUSINS PROPERTIES INC (CUZ) - 2.23%	EXXON MOBIL CORP (XOM) - 2.83%
#22	ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 2.18%	QUALCOMM INC (QCOM) - 2.69%
#23	BXP INC (BXP) - 2.11%	BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.68%
#24	BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 2.05%	FIRST HORIZON CORP (FHN) - 2.64%
#25	INVENTRUST PROPERTIES CORP (IVT) - 2.00%	VERIZON COMMUNICATIONS INC (VZ) - 2.59%
Total Holdings	30	46

REIT vs DIVP - Historical Returns

Returns include dividend reinvestment.

Period	REIT	DIVP
1 month	+2.97%	+2.53%
3 months	+6.94%	+4.87%
6 months	+18.65%	+8.46%
1 year	+19.62%	+11.12%
5 years(CAGR)	+4.82%	N/A
Max(CAGR)	+8.29%	+10.55%

Winner

REIT

+2.97%

DIVP

+2.53%

Winner

REIT

+6.94%

DIVP

+4.87%

Winner

REIT

+18.65%

DIVP

+8.46%

Winner

REIT

+19.62%

DIVP

+11.12%

5Y(CAGR)

REIT

+4.82%

DIVP

N/A

Max(CAGR)

REIT

+8.29%

Winner

DIVP

+10.55%

REIT vs DIVP - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	REIT	DIVP
2026	+20.51%	+10.56%
2025	-0.11%	+7.86%
2024	+5.86%	+5.74%
2023	+14.17%	N/A
2022	-20.43%	N/A
2021	+33.50%	N/A

REIT vs DIVP Drawdown Comparison

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

The maximum drawdown for DIVP was -12.25%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.

The current REIT drawdown is -0.72%. The current DIVP drawdown is -0.30%.

Rank	REIT	DIVP
#1	-29.27% Apr 20, 2022 - Sep 13, 2024	-12.25% Nov 29, 2024 - Jul 22, 2025
#2	-18.18% Nov 27, 2024 - Feb 13, 2026	-6.28% Feb 11, 2026 - May 22, 2026
#3	-11.24% Dec 31, 2021 - Apr 20, 2022	-5.49% Jul 23, 2025 - Dec 12, 2025
#4	-7.35% Mar 2, 2026 - Apr 14, 2026	-4.43% May 17, 2024 - Jul 17, 2024
#5	-6.96% Sep 3, 2021 - Oct 28, 2021	-3.96% Mar 28, 2024 - May 10, 2024
#6	-5.00% Nov 24, 2021 - Dec 8, 2021	-3.66% Jul 31, 2024 - Aug 19, 2024
#7	-4.60% Sep 23, 2024 - Nov 25, 2024	-2.80% Oct 18, 2024 - Nov 22, 2024
#8	-3.97% May 10, 2021 - May 24, 2021	-2.45% Jun 12, 2026 - Jun 26, 2026
#9	-3.43% Apr 9, 2021 - Apr 21, 2021	-2.34% Jul 7, 2026 - Jul 14, 2026
#10	-3.22% May 26, 2026 - Jun 9, 2026	-2.13% Jul 17, 2024 - Jul 30, 2024
#11	-2.99% Jun 12, 2026 - Jun 25, 2026	-1.53% Aug 30, 2024 - Sep 16, 2024
#12	-2.92% Feb 26, 2021 - Mar 8, 2021	-1.37% Sep 30, 2024 - Oct 14, 2024
#13	-2.91% Mar 15, 2021 - Apr 1, 2021	-1.24% Jan 6, 2026 - Jan 8, 2026
#14	-2.83% Jun 14, 2021 - Jul 9, 2021	-1.19% May 22, 2026 - Jun 5, 2026
#15	-2.62% Apr 20, 2026 - May 6, 2026	-1.15% Dec 15, 2025 - Jan 5, 2026