REIT vs FEBU

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

REIT vs FEBU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

REIT

$50M

FEBU

$50M

Expense Ratio

Winner

REIT

0.68%

FEBU

0.74%

Max Drawdown

REIT

32.68%

Winner

FEBU

11.73%

Sharpe Ratio

REIT

0.94

Winner

FEBU

1.38

5Y Beta

Winner

REIT

0.51

FEBU

0.62

P/E Ratio

REIT

34.26

FEBU

N/A

Forward P/E

REIT

32.81

FEBU

N/A

PEG Ratio

REIT

0.69

FEBU

N/A

5Y Dividends CAGR

REIT

56.74%

FEBU

N/A

5Y EPS CAGR

REIT

10.07%

FEBU

N/A

Debt to Equity

REIT

97.17%

FEBU

N/A

P/S Ratio

REIT

7.95

FEBU

N/A

P/B Ratio

REIT

2.41

FEBU

N/A

REIT vs FEBU - Historical Returns

Returns include dividend reinvestment.

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

Winner

REIT

+2.17%

FEBU

+1.57%

REIT

+5.34%

Winner

FEBU

+6.26%

Winner

REIT

+15.17%

FEBU

+5.96%

REIT

+16.61%

Winner

FEBU

+18.24%

5Y(CAGR)

REIT

+4.84%

FEBU

N/A

Max(CAGR)

REIT

+7.59%

Winner

FEBU

+12.81%

REIT vs FEBU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

REIT vs FEBU Drawdown Comparison

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

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

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

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