AVRE vs. AVUV

Last updated Jun 24, 2026

AVRE (Avantis Real Estate ETF) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - AVRE is a REIT fund actively managed by Avantis, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Both are actively managed. Over the past 3 years, AVRE returned 10.51%/yr vs 20.03%/yr for AVUV. A 0.61 correlation means they provide meaningful diversification when combined. AVRE charges 0.17%/yr vs 0.25%/yr for AVUV.

Performance

AVRE vs. AVUV - 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 Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVRE achieves a 10.29% return, which is significantly lower than AVUV's 20.76% return.

AVRE

• 1D: 0.70%
• 1M: 0.44%
• YTD: 10.29%
• 6M: 10.48%
• 1Y: 10.80%
• 3Y*: 10.51%
• 5Y*: —
• 10Y*: —

AVUV

• 1D: 0.00%
• 1M: 2.33%
• YTD: 20.76%
• 6M: 18.72%
• 1Y: 38.38%
• 3Y*: 20.03%
• 5Y*: 11.59%
• 10Y*: —

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

AVRE vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AVRE Avantis Real Estate ETF	10.29%	8.34%	0.54%	9.10%	-23.70%	11.45%
AVUV Avantis US Small Cap Value ETF	20.76%	7.44%	9.28%	22.82%	-4.91%	4.23%

Correlation

The correlation between AVRE and AVUV is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.52
Correlation (3Y) Calculated over the trailing 3-year period	0.57
Correlation (All Time) Calculated using the full available price history since Sep 30, 2021	0.61

The correlation between AVRE and AVUV has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.

Return for Risk

AVRE vs. AVUV — Risk / Return Rank

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

AVRE

AVRE Risk / Return Rank: 26
AVRE Sharpe Ratio Rank: 26
AVRE Sortino Ratio Rank: 24
AVRE Omega Ratio Rank: 24
AVRE Calmar Ratio Rank: 25
AVRE Martin Ratio Rank: 31

AVUV

AVUV Risk / Return Rank: 75
AVUV Sharpe Ratio Rank: 70
AVUV Sortino Ratio Rank: 73
AVUV Omega Ratio Rank: 65
AVUV Calmar Ratio Rank: 87
AVUV Martin Ratio Rank: 77

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. AVUV - 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 Value ETF (AVUV). 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.

	AVRE	AVUV	Difference
Sharpe ratio: Return per unit of total volatility	0.89	2.19	-1.30
Sortino ratio: Return per unit of downside risk	1.27	3.13	-1.85
Omega ratio: Gain probability vs. loss probability	1.16	1.38	-0.22
Calmar ratio: Return relative to maximum drawdown	1.16	4.85	-3.69
Martin ratio: Return relative to average drawdown	4.18	14.37	-10.19

AVRE vs. AVUV - Sharpe Ratio Comparison

The current AVRE Sharpe Ratio is 0.89, which is lower than the AVUV Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of AVRE and AVUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AVRE vs. AVUV - Drawdown Comparison

The maximum AVRE drawdown since its inception was -32.52%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVRE and AVUV.

Drawdown Indicators

	AVRE	AVUV	Difference
Max Drawdown Largest peak-to-trough decline	-32.52%	-49.42%	+16.90%
Max Drawdown (1Y) Largest decline over 1 year	-9.38%	-7.95%	-1.43%
Max Drawdown (3Y) Largest decline over 3 years	-17.34%	-28.79%	+11.45%
Max Drawdown (5Y) Largest decline over 5 years	—	-28.79%	—
Current Drawdown Current decline from peak	-0.83%	-1.61%	+0.78%
Average Drawdown Average peak-to-trough decline	-14.61%	-7.89%	-6.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	2.68%	-0.09%

Volatility

AVRE vs. AVUV - Volatility Comparison

Avantis Real Estate ETF (AVRE) and Avantis US Small Cap Value ETF (AVUV) have volatilities of 4.15% and 4.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVRE	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.15%	4.28%	-0.13%
Volatility (6M) Calculated over the trailing 6-month period	9.56%	11.39%	-1.83%
Volatility (1Y) Calculated over the trailing 1-year period	12.31%	17.63%	-5.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.60%	22.65%	-6.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.60%	28.22%	-11.62%

AVRE vs. AVUV - Expense Ratio Comparison

AVRE has a 0.17% expense ratio, which is lower than AVUV'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%.

Dividends

AVRE vs. AVUV - Dividend Comparison

AVRE's dividend yield for the trailing twelve months is around 4.26%, more than AVUV's 1.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVRE Avantis Real Estate ETF	4.26%	4.30%	3.99%	3.33%	3.78%	0.61%	0.00%	0.00%
AVUV Avantis US Small Cap Value ETF	1.63%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%

Frequently Asked Questions

Can I hold both AVRE and AVUV in my portfolio?

AVRE and AVUV have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVRE or AVUV?

AVUV has higher volatility (4.28%) compared to AVRE (4.15%). In terms of maximum drawdown, AVRE dropped -32.52% vs AVUV's -49.42%.

Which ETF is better, AVRE or AVUV?

On 3-year performance, AVUV leads with 20.03% vs 10.51% for AVRE. On fees, AVRE is cheaper at 0.17% per year. On volatility, AVRE has been the lower-risk option at 4.15%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVRE or AVUV?

Over the 3-year period, AVUV has performed better with a 20.03% return vs 10.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVRE or AVUV?

AVRE is cheaper with a 0.17% expense ratio, compared with 0.25% for AVUV.

Which ETF pays a higher dividend yield, AVRE or AVUV?

AVRE has the higher dividend yield at 4.26%, compared with 1.63% for AVUV.

What is the main difference between AVRE and AVUV?

AVRE is categorized as REIT, while AVUV is Small Cap Value Equities. Their fees differ too: 0.17% for AVRE and 0.25% for AVUV.

Which has better risk-adjusted returns?

AVUV currently has the higher Sharpe Ratio (2.19 vs 0.89), 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.