AVB vs. VTI
AVB (AvalonBay Communities, Inc.) is a stock, while VTI (Vanguard Total Stock Market ETF) is Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Over the past 10 years, AVB returned 4.09%/yr vs 15.14%/yr for VTI. At a 0.50 correlation, their price movements are largely independent.
Performance
AVB vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, AVB achieves a 2.39% return, which is significantly lower than VTI's 8.80% return. Over the past 10 years, AVB has underperformed VTI with an annualized return of 4.09%, while VTI has yielded a comparatively higher 15.14% annualized return.
AVB
- 1D
- 0.75%
- 1M
- -1.10%
- YTD
- 2.39%
- 6M
- 2.38%
- 1Y
- -7.46%
- 3Y*
- 4.05%
- 5Y*
- 0.36%
- 10Y*
- 4.09%
VTI
- 1D
- -0.01%
- 1M
- -0.86%
- YTD
- 8.80%
- 6M
- 7.33%
- 1Y
- 22.77%
- 3Y*
- 20.62%
- 5Y*
- 11.81%
- 10Y*
- 15.14%
AVB vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 2.39% | -14.60% | 21.44% | 20.34% | -33.92% | 62.17% | -20.27% | 24.10% | 1.00% | 3.89% |
VTI Vanguard Total Stock Market ETF | 8.80% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Correlation
The correlation between AVB and VTI is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since May 31, 2001 | 0.50 |
Over the past year, the correlation between AVB and VTI has dropped to 0.18 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
AVB vs. VTI — Risk / Return Rank
AVB
VTI
AVB vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVB | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.16 | ||
| Sortino ratioReturn per unit of downside risk | -2.83 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.32 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 2.56 | -2.94 |
| Martin ratioReturn relative to average drawdown | -0.74 | 11.37 | -12.11 |
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Drawdowns
AVB vs. VTI - Drawdown Comparison
The maximum AVB drawdown since its inception was -70.04%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AVB and VTI.
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Drawdown Indicators
| AVB | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.04% | -55.45% | -14.59% |
Max Drawdown (1Y)Largest decline over 1 year | -19.89% | -8.92% | -10.97% |
Max Drawdown (3Y)Largest decline over 3 years | -29.40% | -19.30% | -10.10% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -25.36% | -13.00% |
Max Drawdown (10Y)Largest decline over 10 years | -46.91% | -35.00% | -11.91% |
Current DrawdownCurrent decline from peak | -18.49% | -2.86% | -15.63% |
Average DrawdownAverage peak-to-trough decline | -11.75% | -8.01% | -3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.11% | 2.01% | +8.10% |
Volatility
AVB vs. VTI - Volatility Comparison
AvalonBay Communities, Inc. (AVB) has a higher volatility of 5.96% compared to Vanguard Total Stock Market ETF (VTI) at 4.93%. This indicates that AVB's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVB | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 4.93% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 15.47% | 10.02% | +5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.47% | 12.80% | +7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.22% | 17.50% | +4.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 18.31% | +6.41% |
Dividends
AVB vs. VTI - Dividend Comparison
AVB's dividend yield for the trailing twelve months is around 3.83%, more than VTI's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 3.83% | 3.86% | 3.09% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% |
VTI Vanguard Total Stock Market ETF | 1.04% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
AVB and VTI have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVB has higher volatility (5.96%) compared to VTI (4.93%). In terms of maximum drawdown, AVB dropped -70.04% vs VTI's -55.45%.
VTI currently has the higher Sharpe Ratio (1.79 vs -0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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