AVRE vs. VNQ
Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and Vanguard Real Estate ETF (VNQ).
AVRE and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Real Estate 25/50 Index. It was launched on Sep 23, 2004.
Performance
AVRE vs. VNQ - Performance Comparison
Loading graphics...
AVRE vs. VNQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 1.92% | 8.34% | 0.54% | 9.10% | -23.70% | 13.16% |
VNQ Vanguard Real Estate ETF | 1.67% | 3.24% | 4.81% | 11.85% | -26.25% | 15.05% |
Returns By Period
In the year-to-date period, AVRE achieves a 1.92% return, which is significantly higher than VNQ's 1.67% return.
AVRE
- 1D
- 0.70%
- 1M
- -6.58%
- YTD
- 1.92%
- 6M
- 0.77%
- 1Y
- 6.57%
- 3Y*
- 6.07%
- 5Y*
- —
- 10Y*
- —
VNQ
- 1D
- 0.36%
- 1M
- -6.21%
- YTD
- 1.67%
- 6M
- -0.84%
- 1Y
- 2.18%
- 3Y*
- 6.57%
- 5Y*
- 2.86%
- 10Y*
- 4.69%
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. VNQ - Expense Ratio Comparison
AVRE has a 0.17% expense ratio, which is higher than VNQ's 0.13% 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%.
Return for Risk
AVRE vs. VNQ — Risk / Return Rank
AVRE
VNQ
AVRE vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and Vanguard Real Estate ETF (VNQ). 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 | VNQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.13 | +0.32 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.30 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.18 | +0.47 |
Martin ratioReturn relative to average drawdown | 2.51 | 0.70 | +1.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVRE | VNQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.13 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.26 | -0.20 |
Correlation
The correlation between AVRE and VNQ 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. VNQ - Dividend Comparison
AVRE's dividend yield for the trailing twelve months is around 3.69%, less than VNQ's 3.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 3.69% | 4.30% | 3.99% | 3.33% | 3.78% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.92% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Drawdowns
AVRE vs. VNQ - Drawdown Comparison
The maximum AVRE drawdown since its inception was -32.52%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for AVRE and VNQ.
Loading graphics...
Drawdown Indicators
| AVRE | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -73.07% | +40.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.63% | -12.44% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.40% | — |
Current DrawdownCurrent decline from peak | -7.58% | -9.24% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -15.25% | -13.71% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.21% | -0.45% |
Volatility
AVRE vs. VNQ - Volatility Comparison
Avantis Real Estate ETF (AVRE) and Vanguard Real Estate ETF (VNQ) have volatilities of 4.75% 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.
Loading graphics...
Volatility by Period
| AVRE | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 4.57% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 9.28% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 16.31% | -1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 18.80% | -2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 20.70% | -3.99% |