AVRE vs. BEMB

In the year-to-date period, AVRE achieves a 5.08% return, which is significantly higher than BEMB's 2.90% return.

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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%.

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.

The current AVRE Sharpe Ratio is 0.69, which is lower than the BEMB Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of AVRE and BEMB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVRE's dividend yield for the trailing twelve months is around 3.85%, while BEMB has not paid dividends to shareholders.

The maximum AVRE drawdown since its inception was -33.29%, which is greater than BEMB's maximum drawdown of -6.05%. Use the drawdown chart below to compare losses from any high point for AVRE and BEMB. For additional features, visit the drawdowns tool.

Avantis Real Estate ETF (AVRE) has a higher volatility of 3.98% compared to Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) at 1.84%. 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.