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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVRE or IYR.
Correlation
The correlation between AVRE and IYR is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AVRE vs. IYR - Performance Comparison
Loading data...
Key characteristics
AVRE:
8.55%
IYR:
18.04%
AVRE:
-1.11%
IYR:
-74.13%
AVRE:
-0.50%
IYR:
-11.42%
Returns By Period
AVRE
N/A
N/A
N/A
N/A
N/A
N/A
IYR
1.79%
6.51%
-4.39%
12.22%
8.77%
5.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVRE vs. IYR - Expense Ratio Comparison
AVRE has a 0.17% expense ratio, which is lower than IYR's 0.42% expense ratio.
Risk-Adjusted Performance
AVRE vs. IYR — Risk-Adjusted Performance Rank
AVRE
IYR
AVRE vs. IYR - Risk-Adjusted Performance 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.
Loading data...
Dividends
AVRE vs. IYR - Dividend Comparison
AVRE has not paid dividends to shareholders, while IYR's dividend yield for the trailing twelve months is around 2.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYR iShares U.S. Real Estate ETF | 2.56% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% | 3.66% |
Drawdowns
AVRE vs. IYR - Drawdown Comparison
The maximum AVRE drawdown since its inception was -1.11%, 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. For additional features, visit the drawdowns tool.
Loading data...
Volatility
AVRE vs. IYR - Volatility Comparison
Loading data...