AYEP.DE vs. AVRE
Compare and contrast key facts about iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) and Avantis Real Estate ETF (AVRE).
AYEP.DE and AVRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AYEP.DE is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Developed Asia Dividend+. It was launched on Dec 12, 2018. AVRE is an actively managed fund by Avantis. It was launched on Sep 29, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AYEP.DE or AVRE.
Correlation
The correlation between AYEP.DE and AVRE is 0.50, 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
AYEP.DE vs. AVRE - Performance Comparison
Key characteristics
AYEP.DE:
0.18
AVRE:
0.48
AYEP.DE:
0.34
AVRE:
0.72
AYEP.DE:
1.04
AVRE:
1.09
AYEP.DE:
0.08
AVRE:
0.26
AYEP.DE:
0.40
AVRE:
1.20
AYEP.DE:
5.08%
AVRE:
5.61%
AYEP.DE:
11.54%
AVRE:
14.08%
AYEP.DE:
-38.42%
AVRE:
-33.29%
AYEP.DE:
-22.04%
AVRE:
-14.43%
Returns By Period
In the year-to-date period, AYEP.DE achieves a 2.66% return, which is significantly lower than AVRE's 3.41% return.
AYEP.DE
2.66%
-0.75%
-3.15%
1.77%
-2.68%
N/A
AVRE
3.41%
2.07%
-4.58%
6.83%
N/A
N/A
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AYEP.DE vs. AVRE - Expense Ratio Comparison
AYEP.DE has a 0.59% expense ratio, which is higher than AVRE's 0.17% expense ratio.
Risk-Adjusted Performance
AYEP.DE vs. AVRE — Risk-Adjusted Performance Rank
AYEP.DE
AVRE
AYEP.DE vs. AVRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) and Avantis Real Estate ETF (AVRE). 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
AYEP.DE vs. AVRE - Dividend Comparison
AYEP.DE has not paid dividends to shareholders, while AVRE's dividend yield for the trailing twelve months is around 3.86%.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
AYEP.DE iShares Asia Property Yield UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVRE Avantis Real Estate ETF | 3.83% | 3.99% | 3.33% | 2.57% | 0.61% |
Drawdowns
AYEP.DE vs. AVRE - Drawdown Comparison
The maximum AYEP.DE drawdown since its inception was -38.42%, which is greater than AVRE's maximum drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for AYEP.DE and AVRE. For additional features, visit the drawdowns tool.
Volatility
AYEP.DE vs. AVRE - Volatility Comparison
iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) and Avantis Real Estate ETF (AVRE) have volatilities of 3.60% and 3.54%, 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.