AVRE vs. XLRE
Compare and contrast key facts about Avantis Real Estate ETF (AVRE) and Real Estate Select Sector SPDR Fund (XLRE).
AVRE and XLRE 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. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVRE or XLRE.
Correlation
The correlation between AVRE and XLRE is 0.63, 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. XLRE - Performance Comparison
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Key characteristics
AVRE:
0.69
XLRE:
0.79
AVRE:
1.13
XLRE:
1.32
AVRE:
1.15
XLRE:
1.17
AVRE:
0.52
XLRE:
0.70
AVRE:
1.83
XLRE:
3.03
AVRE:
6.63%
XLRE:
5.36%
AVRE:
15.86%
XLRE:
17.95%
AVRE:
-33.29%
XLRE:
-38.83%
AVRE:
-13.06%
XLRE:
-10.24%
Returns By Period
In the year-to-date period, AVRE achieves a 5.08% return, which is significantly higher than XLRE's 3.06% return.
AVRE
5.08%
7.25%
-0.88%
10.87%
N/A
N/A
XLRE
3.06%
7.01%
-2.67%
13.98%
9.70%
N/A
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AVRE vs. XLRE - Expense Ratio Comparison
AVRE has a 0.17% expense ratio, which is higher than XLRE'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%.
Risk-Adjusted Performance
AVRE vs. XLRE — Risk-Adjusted Performance Rank
AVRE
XLRE
AVRE vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and Real Estate Select Sector SPDR Fund (XLRE). 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. XLRE - Dividend Comparison
AVRE's dividend yield for the trailing twelve months is around 3.85%, more than XLRE's 3.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XLRE Real Estate Select Sector SPDR Fund | 3.35% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
AVRE vs. XLRE - Drawdown Comparison
The maximum AVRE drawdown since its inception was -33.29%, smaller than the maximum XLRE drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for AVRE and XLRE. For additional features, visit the drawdowns tool.
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Volatility
AVRE vs. XLRE - Volatility Comparison
The current volatility for Avantis Real Estate ETF (AVRE) is 3.98%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 4.42%. This indicates that AVRE experiences smaller price fluctuations and is considered to be less risky than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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