AVRE vs. USRT
Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and iShares Core U.S. REIT ETF (USRT).
AVRE and USRT 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. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVRE or USRT.
Correlation
The correlation between AVRE and USRT 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.
Performance
AVRE vs. USRT - Performance Comparison
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Key characteristics
AVRE:
0.69
USRT:
0.72
AVRE:
1.13
USRT:
1.21
AVRE:
1.15
USRT:
1.16
AVRE:
0.52
USRT:
0.78
AVRE:
1.83
USRT:
2.66
AVRE:
6.63%
USRT:
5.66%
AVRE:
15.86%
USRT:
18.25%
AVRE:
-33.29%
USRT:
-69.89%
AVRE:
-13.06%
USRT:
-7.63%
Returns By Period
In the year-to-date period, AVRE achieves a 5.08% return, which is significantly higher than USRT's 0.29% return.
AVRE
5.08%
7.25%
-0.88%
10.87%
N/A
N/A
USRT
0.29%
8.06%
-4.95%
13.03%
11.92%
5.65%
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AVRE vs. USRT - Expense Ratio Comparison
AVRE has a 0.17% expense ratio, which is higher than USRT's 0.08% expense ratio. However, 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. USRT — Risk-Adjusted Performance Rank
AVRE
USRT
AVRE vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and iShares Core U.S. REIT ETF (USRT). 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.
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Dividends
AVRE vs. USRT - Dividend Comparison
AVRE's dividend yield for the trailing twelve months is around 3.85%, more than USRT's 2.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 3.85% | 3.99% | 3.33% | 2.57% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.81% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% | 3.46% |
Drawdowns
AVRE vs. USRT - Drawdown Comparison
The maximum AVRE drawdown since its inception was -33.29%, smaller than the maximum USRT drawdown of -69.89%. Use the drawdown chart below to compare losses from any high point for AVRE and USRT. For additional features, visit the drawdowns tool.
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Volatility
AVRE vs. USRT - Volatility Comparison
Avantis Real Estate ETF (AVRE) and iShares Core U.S. REIT ETF (USRT) have volatilities of 3.98% and 4.15%, 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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