AVRE vs. AVSC

Last updated Apr 1, 2026

Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and Avantis US Small Cap Equity ETF (AVSC).

AVRE and AVSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVRE is an actively managed fund by Avantis. It was launched on Sep 29, 2021. AVSC is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Index. It was launched on Jan 11, 2022.

Performance

AVRE vs. AVSC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Real Estate ETF (AVRE) and Avantis US Small Cap Equity ETF (AVSC). The values are adjusted to include any dividend payments, if applicable.

AVRE vs. AVSC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVRE Avantis Real Estate ETF	1.21%	8.34%	0.54%	9.10%	-20.03%
AVSC Avantis US Small Cap Equity ETF	6.21%	9.42%	7.75%	19.68%	-11.72%

Returns By Period

In the year-to-date period, AVRE achieves a 1.21% return, which is significantly lower than AVSC's 6.21% return.

AVRE

• 1D: 1.87%
• 1M: -7.36%
• YTD: 1.21%
• 6M: 0.30%
• 1Y: 6.20%
• 3Y*: 5.83%
• 5Y*: —
• 10Y*: —

AVSC

• 1D: 2.60%
• 1M: -2.78%
• YTD: 6.21%
• 6M: 9.31%
• 1Y: 30.16%
• 3Y*: 13.66%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVRE vs. AVSC - Expense Ratio Comparison

AVRE has a 0.17% expense ratio, which is lower than AVSC's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

AVSC

Avantis US Small Cap Equity ETF

AVRE

Avantis Real Estate ETF

Return for Risk

AVRE vs. AVSC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVRE

AVRE Risk / Return Rank: 27
AVRE Sharpe Ratio Rank: 26
AVRE Sortino Ratio Rank: 25
AVRE Omega Ratio Rank: 25
AVRE Calmar Ratio Rank: 28
AVRE Martin Ratio Rank: 30

AVSC

AVSC Risk / Return Rank: 77
AVSC Sharpe Ratio Rank: 75
AVSC Sortino Ratio Rank: 78
AVSC Omega Ratio Rank: 71
AVSC Calmar Ratio Rank: 82
AVSC Martin Ratio Rank: 81

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVRE vs. AVSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and Avantis US Small Cap Equity ETF (AVSC). 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.

	AVRE	AVSC	Difference
Sharpe ratio Return per unit of total volatility	0.43	1.31	-0.88
Sortino ratio Return per unit of downside risk	0.69	1.92	-1.24
Omega ratio Gain probability vs. loss probability	1.09	1.25	-0.16
Calmar ratio Return relative to maximum drawdown	0.63	2.21	-1.59
Martin ratio Return relative to average drawdown	2.44	8.53	-6.09
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVRE vs. AVSC - Sharpe Ratio Comparison

The current AVRE Sharpe Ratio is 0.43, which is lower than the AVSC Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of AVRE and AVSC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AVRE	AVSC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.43	1.31	-0.88
Sharpe Ratio (All Time) Calculated using the full available price history	0.05	0.31	-0.26

Correlation

The correlation between AVRE and AVSC is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

AVRE vs. AVSC - Dividend Comparison

AVRE's dividend yield for the trailing twelve months is around 3.72%, more than AVSC's 1.02% yield.

	TTM	2025	2024	2023	2022	2021
AVRE Avantis Real Estate ETF	3.72%	4.30%	3.99%	3.33%	3.78%	0.61%
AVSC Avantis US Small Cap Equity ETF	1.02%	1.16%	1.17%	1.42%	1.10%	0.00%

Drawdowns

AVRE vs. AVSC - Drawdown Comparison

The maximum AVRE drawdown since its inception was -32.52%, which is greater than AVSC's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for AVRE and AVSC.

Drawdown Indicators

	AVRE	AVSC	Difference
Max Drawdown Largest peak-to-trough decline	-32.52%	-28.40%	-4.12%
Max Drawdown (1Y) Largest decline over 1 year	-10.63%	-13.45%	+2.82%
Current Drawdown Current decline from peak	-8.22%	-4.50%	-3.72%
Average Drawdown Average peak-to-trough decline	-15.26%	-7.63%	-7.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.73%	3.50%	-0.77%

Volatility

AVRE vs. AVSC - Volatility Comparison

The current volatility for Avantis Real Estate ETF (AVRE) is 4.76%, while Avantis US Small Cap Equity ETF (AVSC) has a volatility of 6.08%. This indicates that AVRE experiences smaller price fluctuations and is considered to be less risky than AVSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVRE	AVSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.76%	6.08%	-1.32%
Volatility (6M) Calculated over the trailing 6-month period	8.45%	13.18%	-4.73%
Volatility (1Y) Calculated over the trailing 1-year period	14.38%	23.15%	-8.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.71%	22.60%	-5.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.71%	22.60%	-5.89%