AVRE vs. VGSNX

In the year-to-date period, AVRE achieves a 5.08% return, which is significantly higher than VGSNX's 1.55% return.

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AVRE has a 0.17% expense ratio, which is higher than VGSNX's 0.10% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX). 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 comparable to the VGSNX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of AVRE and VGSNX, 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%, less than VGSNX's 4.08% yield.

The maximum AVRE drawdown since its inception was -33.29%, smaller than the maximum VGSNX drawdown of -74.08%. Use the drawdown chart below to compare losses from any high point for AVRE and VGSNX. For additional features, visit the drawdowns tool.

The current volatility for Avantis Real Estate ETF (AVRE) is 3.98%, while Vanguard Real Estate Index Fund Institutional Shares (VGSNX) has a volatility of 4.40%. This indicates that AVRE experiences smaller price fluctuations and is considered to be less risky than VGSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.