AVRE vs. IYR
Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and iShares U.S. Real Estate ETF (IYR).
AVRE and IYR 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. IYR is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Real Estate Index. It was launched on Jun 12, 2000.
Performance
AVRE vs. IYR - Performance Comparison
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AVRE vs. IYR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 1.21% | 8.34% | 0.54% | 9.10% | -23.70% | 13.16% |
IYR iShares U.S. Real Estate ETF | 1.00% | 3.38% | 4.41% | 11.89% | -25.51% | 14.60% |
Returns By Period
In the year-to-date period, AVRE achieves a 1.21% return, which is significantly higher than IYR's 1.00% return.
AVRE
- 1D
- 1.87%
- 1M
- -7.36%
- YTD
- 1.21%
- 6M
- 0.30%
- 1Y
- 6.20%
- 3Y*
- 5.83%
- 5Y*
- —
- 10Y*
- —
IYR
- 1D
- 1.61%
- 1M
- -6.37%
- YTD
- 1.00%
- 6M
- -1.43%
- 1Y
- 1.10%
- 3Y*
- 6.35%
- 5Y*
- 2.80%
- 10Y*
- 5.02%
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AVRE vs. IYR - Expense Ratio Comparison
AVRE has a 0.17% expense ratio, which is lower than IYR's 0.42% expense ratio.
Return for Risk
AVRE vs. IYR — Risk / Return Rank
AVRE
IYR
AVRE vs. IYR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and iShares U.S. Real Estate ETF (IYR). 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 | IYR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.07 | +0.36 |
Sortino ratioReturn per unit of downside risk | 0.69 | 0.20 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.03 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 0.18 | +0.45 |
Martin ratioReturn relative to average drawdown | 2.44 | 0.68 | +1.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVRE | IYR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.07 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.25 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.32 | -0.26 |
Correlation
The correlation between AVRE and IYR is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AVRE vs. IYR - Dividend Comparison
AVRE's dividend yield for the trailing twelve months is around 3.72%, more than IYR's 2.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 3.72% | 4.30% | 3.99% | 3.33% | 3.78% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYR iShares U.S. Real Estate ETF | 2.38% | 2.48% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% |
Drawdowns
AVRE vs. IYR - Drawdown Comparison
The maximum AVRE drawdown since its inception was -32.52%, smaller than the maximum IYR drawdown of -74.13%. Use the drawdown chart below to compare losses from any high point for AVRE and IYR.
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Drawdown Indicators
| AVRE | IYR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -74.13% | +41.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.63% | -12.20% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.32% | — |
Current DrawdownCurrent decline from peak | -8.22% | -9.14% | +0.92% |
Average DrawdownAverage peak-to-trough decline | -15.26% | -12.98% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.19% | -0.46% |
Volatility
AVRE vs. IYR - Volatility Comparison
Avantis Real Estate ETF (AVRE) and iShares U.S. Real Estate ETF (IYR) have volatilities of 4.76% and 4.57%, 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.
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Volatility by Period
| AVRE | IYR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.57% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.45% | 9.34% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 16.24% | -1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 18.71% | -2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 20.30% | -3.59% |