AVRE vs. VGSNX
Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX).
AVRE is an actively managed fund by Avantis. It was launched on Sep 29, 2021. VGSNX is managed by Vanguard. It was launched on Dec 2, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVRE or VGSNX.
Correlation
The correlation between AVRE and VGSNX 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.
Performance
AVRE vs. VGSNX - Performance Comparison
Key characteristics
AVRE:
0.76
VGSNX:
0.99
AVRE:
1.09
VGSNX:
1.38
AVRE:
1.14
VGSNX:
1.18
AVRE:
0.41
VGSNX:
0.60
AVRE:
1.92
VGSNX:
3.31
AVRE:
5.53%
VGSNX:
4.69%
AVRE:
13.92%
VGSNX:
15.77%
AVRE:
-33.29%
VGSNX:
-74.08%
AVRE:
-13.63%
VGSNX:
-9.51%
Returns By Period
The year-to-date returns for both investments are quite close, with AVRE having a 4.38% return and VGSNX slightly higher at 4.50%.
AVRE
4.38%
2.79%
-2.43%
10.19%
N/A
N/A
VGSNX
4.50%
2.56%
0.69%
14.15%
5.20%
5.17%
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AVRE vs. VGSNX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
AVRE vs. VGSNX — Risk-Adjusted Performance Rank
AVRE
VGSNX
AVRE vs. VGSNX - Risk-Adjusted Performance Comparison
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.
Dividends
AVRE vs. VGSNX - Dividend Comparison
AVRE's dividend yield for the trailing twelve months is around 3.82%, more than VGSNX's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 3.82% | 3.99% | 3.33% | 2.57% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 3.71% | 3.87% | 3.97% | 3.94% | 2.57% | 3.94% | 3.41% | 4.76% | 4.26% | 4.84% | 3.94% | 3.62% |
Drawdowns
AVRE vs. VGSNX - Drawdown Comparison
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.
Volatility
AVRE vs. VGSNX - Volatility Comparison
The current volatility for Avantis Real Estate ETF (AVRE) is 3.07%, while Vanguard Real Estate Index Fund Institutional Shares (VGSNX) has a volatility of 3.51%. 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.