AVRE vs. BEMB
Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB).
AVRE and BEMB 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. BEMB is an actively managed fund by iShares. It was launched on Feb 22, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVRE or BEMB.
Correlation
The correlation between AVRE and BEMB is 0.47, 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.
Performance
AVRE vs. BEMB - Performance Comparison
Key characteristics
AVRE:
0.39
BEMB:
1.51
AVRE:
0.61
BEMB:
2.15
AVRE:
1.08
BEMB:
1.27
AVRE:
0.22
BEMB:
2.72
AVRE:
1.11
BEMB:
6.64
AVRE:
5.00%
BEMB:
1.25%
AVRE:
14.22%
BEMB:
5.49%
AVRE:
-33.29%
BEMB:
-6.17%
AVRE:
-16.80%
BEMB:
-1.36%
Returns By Period
In the year-to-date period, AVRE achieves a 0.55% return, which is significantly lower than BEMB's 1.51% return.
AVRE
0.55%
1.18%
-1.45%
5.48%
N/A
N/A
BEMB
1.51%
1.14%
2.56%
7.78%
N/A
N/A
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AVRE vs. BEMB - Expense Ratio Comparison
AVRE has a 0.17% expense ratio, which is lower than BEMB's 0.18% 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%.
Risk-Adjusted Performance
AVRE vs. BEMB — Risk-Adjusted Performance Rank
AVRE
BEMB
AVRE vs. BEMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB). 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.
Dividends
AVRE vs. BEMB - Dividend Comparison
AVRE's dividend yield for the trailing twelve months is around 3.97%, less than BEMB's 6.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 3.97% | 3.99% | 3.33% | 2.57% | 0.61% |
BEMB Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF | 6.22% | 6.31% | 5.46% | 0.00% | 0.00% |
Drawdowns
AVRE vs. BEMB - Drawdown Comparison
The maximum AVRE drawdown since its inception was -33.29%, which is greater than BEMB's maximum drawdown of -6.17%. Use the drawdown chart below to compare losses from any high point for AVRE and BEMB. For additional features, visit the drawdowns tool.
Volatility
AVRE vs. BEMB - Volatility Comparison
Avantis Real Estate ETF (AVRE) has a higher volatility of 4.81% compared to Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) at 1.30%. This indicates that AVRE's price experiences larger fluctuations and is considered to be riskier than BEMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.