AVRE vs. EPR

Last updated Apr 2, 2026

Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and EPR Properties (EPR).

AVRE is an actively managed fund by Avantis. It was launched on Sep 29, 2021.

Performance

AVRE vs. EPR - Performance Comparison

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

AVRE vs. EPR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AVRE Avantis Real Estate ETF	1.92%	8.34%	0.54%	9.10%	-23.70%	13.16%
EPR EPR Properties	2.50%	20.52%	-1.25%	38.83%	-14.61%	-2.34%

Returns By Period

In the year-to-date period, AVRE achieves a 1.92% return, which is significantly lower than EPR's 2.50% return.

AVRE

• 1D: 0.70%
• 1M: -6.58%
• YTD: 1.92%
• 6M: 0.77%
• 1Y: 6.57%
• 3Y*: 6.07%
• 5Y*: —
• 10Y*: —

EPR

• 1D: 0.68%
• 1M: -15.55%
• YTD: 2.50%
• 6M: -10.75%
• 1Y: 2.71%
• 3Y*: 17.98%
• 5Y*: 8.01%
• 10Y*: 3.32%

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

Return for Risk

AVRE vs. EPR — 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: 25
AVRE Sortino Ratio Rank: 24
AVRE Omega Ratio Rank: 23
AVRE Calmar Ratio Rank: 27
AVRE Martin Ratio Rank: 29

EPR

EPR Risk / Return Rank: 41
EPR Sharpe Ratio Rank: 44
EPR Sortino Ratio Rank: 37
EPR Omega Ratio Rank: 37
EPR Calmar Ratio Rank: 43
EPR Martin Ratio Rank: 44

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. EPR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and EPR Properties (EPR). 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	EPR	Difference
Sharpe ratio Return per unit of total volatility	0.46	0.11	+0.35
Sortino ratio Return per unit of downside risk	0.72	0.33	+0.40
Omega ratio Gain probability vs. loss probability	1.10	1.04	+0.05
Calmar ratio Return relative to maximum drawdown	0.65	0.11	+0.54
Martin ratio Return relative to average drawdown	2.51	0.23	+2.29
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. EPR - Sharpe Ratio Comparison

The current AVRE Sharpe Ratio is 0.46, which is higher than the EPR Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of AVRE and EPR, 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	EPR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.46	0.11	+0.35
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.30	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.08	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.06	0.29	-0.23

Correlation

The correlation between AVRE and EPR is 0.65, 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. EPR - Dividend Comparison

AVRE's dividend yield for the trailing twelve months is around 3.69%, less than EPR's 7.07% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVRE Avantis Real Estate ETF	3.69%	4.30%	3.99%	3.33%	3.78%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
EPR EPR Properties	7.07%	7.05%	7.68%	6.81%	8.62%	3.16%	4.66%	6.37%	5.62%	6.23%	5.35%	6.21%

Drawdowns

AVRE vs. EPR - Drawdown Comparison

The maximum AVRE drawdown since its inception was -32.52%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for AVRE and EPR.

Drawdown Indicators

	AVRE	EPR	Difference
Max Drawdown Largest peak-to-trough decline	-32.52%	-82.02%	+49.50%
Max Drawdown (1Y) Largest decline over 1 year	-10.63%	-19.51%	+8.88%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.63%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-82.02%	—
Current Drawdown Current decline from peak	-7.58%	-16.35%	+8.77%
Average Drawdown Average peak-to-trough decline	-15.25%	-16.66%	+1.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.76%	9.68%	-6.92%

Volatility

AVRE vs. EPR - Volatility Comparison

The current volatility for Avantis Real Estate ETF (AVRE) is 4.75%, while EPR Properties (EPR) has a volatility of 8.54%. This indicates that AVRE experiences smaller price fluctuations and is considered to be less risky than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVRE	EPR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.75%	8.54%	-3.79%
Volatility (6M) Calculated over the trailing 6-month period	8.46%	17.56%	-9.10%
Volatility (1Y) Calculated over the trailing 1-year period	14.39%	25.32%	-10.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.71%	26.87%	-10.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.71%	42.42%	-25.71%