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REIT vs SPY

Comparison between ALPS ACTIVE REIT ETF (REIT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed REIT, delivering a return of +13.3% compared to +4.8%

REIT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REIT
$50M
Winner
SPY
$735B
Expense Ratio
REIT
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
REIT
32.68%
SPY
56.47%
Sharpe Ratio
REIT
0.94
Winner
SPY
1.62
5Y Beta
Winner
REIT
0.51
SPY
1.00
P/E Ratio
REIT
34.26
Winner
SPY
28.99
Forward P/E
REIT
32.81
Winner
SPY
22.37
PEG Ratio
REIT
0.69
SPY
N/A
5Y Dividends CAGR
Winner
REIT
56.74%
SPY
5.43%
5Y EPS CAGR
REIT
10.07%
Winner
SPY
26.05%
Debt to Equity
REIT
97.17%
Winner
SPY
32.40%
P/S Ratio
REIT
7.95
Winner
SPY
3.74
P/B Ratio
Winner
REIT
2.41
SPY
5.61

REIT vs SPY - Holdings Comparison

REIT and SPY have 14 common holdings. Overlap is 1.20%

REIT's top 25 holdings weight is 91.00%. SPY's top 25 holdings weight is 52.37%.

RankREITSPY
#1
EQUINIX INC (EQIX) - 9.88%
NVIDIA CORP (NVDA) - 8.10%
#2
WELLTOWER INC (WELL) - 9.39%
APPLE INC (AAPL) - 7.02%
#3
PROLOGIS INC (PLD) - 9.26%
MICROSOFT CORP (MSFT) - 4.79%
#4
SIMON PROPERTY GROUP INC (SPG) - 4.50%
AMAZON.COM INC (AMZN) - 4.02%
#5
ESSEX PROPERTY TRUST INC (ESS) - 4.23%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PUBLIC STORAGE (PSA) - 3.55%
BROADCOM INC (AVGO) - 3.10%
#7
AVALONBAY COMMUNITIES INC (AVB) - 3.48%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
HOST HOTELS & RESORTS INC (HST) - 3.46%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SABRA HEALTH CARE REIT INC (SBRA) - 3.40%
TESLA INC (TSLA) - 1.89%
#10
CARETRUST REIT INC (CTRE) - 3.32%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
INVITATION HOMES INC (INVH) - 3.15%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
DIGITAL REALTY TRUST INC (DLR) - 3.13%
ELI LILLY AND CO (LLY) - 1.31%
#13
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.11%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MACERICH CO (MAC) - 2.84%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
INVENTRUST PROPERTIES CORP (IVT) - 2.64%
EXXON MOBIL CORP (XOM) - 0.97%
#16
W.P. CAREY INC (WPC) - 2.48%
INTEL CORP (INTC) - 0.90%
#17
CUBESMART (CUBE) - 2.36%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.29%
VISA INC CLASS A (V) - 0.85%
#19
ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 2.24%
WALMART INC (WMT) - 0.81%
#20
CURBLINE PROPERTIES CORP (CURB) - 2.16%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AMERICAN TOWER CORP (AMT) - 2.09%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.04%
CATERPILLAR INC (CAT) - 0.66%
#23
BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC (BXDC) - 2.04%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 2.01%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TERRENO REALTY CORP (TRNO) - 1.95%
ABBVIE INC (ABBV) - 0.58%
Total Holdings31505

REIT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
REIT
+2.17%
SPY
+1.90%
3M
REIT
+5.34%
Winner
SPY
+8.55%
6M
Winner
REIT
+15.17%
SPY
+8.18%
1Y
REIT
+16.61%
Winner
SPY
+25.79%
5Y(CAGR)
REIT
+4.84%
Winner
SPY
+13.32%
10Y(CAGR)
REIT
N/A
SPY
+15.19%
Max(CAGR)
REIT
+7.59%
Winner
SPY
+8.47%

REIT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearREITSPY
2026+15.27%+8.26%
2025-0.11%+18.00%
2024+5.86%+25.59%
2023+14.17%+26.72%
2022-20.43%-18.64%
2021+33.50%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

REIT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current REIT drawdown is -0.42%. The current SPY drawdown is -2.90%.

RankREITSPY
#1-29.27%
Apr 20, 2022 - Sep 13, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.18%
Nov 27, 2024 - Feb 13, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.24%
Dec 31, 2021 - Apr 20, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.35%
Mar 2, 2026 - Apr 14, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.96%
Sep 3, 2021 - Oct 28, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.00%
Nov 24, 2021 - Dec 8, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.60%
Sep 23, 2024 - Nov 25, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.97%
May 10, 2021 - May 24, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.43%
Apr 9, 2021 - Apr 21, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.22%
May 26, 2026 - Jun 1, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.92%
Feb 26, 2021 - Mar 8, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.91%
Mar 15, 2021 - Apr 1, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.83%
Jun 14, 2021 - Jul 9, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.62%
Apr 20, 2026 - May 6, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.42%
Jul 30, 2021 - Aug 31, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between REIT and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

REIT vs SPY dividend yield comparison.

YearREITSPY
20260.60%0.24%
20253.20%1.07%
20243.06%1.21%
20233.13%1.40%
20222.81%1.65%
20214.71%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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