BEMB vs. AVRE
Compare and contrast key facts about Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) and Avantis Real Estate ETF (AVRE).
BEMB and AVRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BEMB is an actively managed fund by iShares. It was launched on Feb 22, 2023. 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: BEMB or AVRE.
Correlation
The correlation between BEMB and AVRE is 0.48, 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
BEMB vs. AVRE - Performance Comparison
Key characteristics
BEMB:
1.11
AVRE:
0.09
BEMB:
1.58
AVRE:
0.21
BEMB:
1.19
AVRE:
1.03
BEMB:
2.10
AVRE:
0.05
BEMB:
5.41
AVRE:
0.27
BEMB:
1.15%
AVRE:
4.78%
BEMB:
5.62%
AVRE:
14.01%
BEMB:
-6.17%
AVRE:
-33.29%
BEMB:
-2.42%
AVRE:
-18.46%
Returns By Period
In the year-to-date period, BEMB achieves a 5.97% return, which is significantly higher than AVRE's -0.92% return.
BEMB
5.97%
-0.44%
3.19%
6.03%
N/A
N/A
AVRE
-0.92%
-6.59%
3.07%
0.52%
N/A
N/A
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BEMB vs. AVRE - Expense Ratio Comparison
BEMB has a 0.18% expense ratio, which is higher than AVRE's 0.17% 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
BEMB vs. AVRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) 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
BEMB vs. AVRE - Dividend Comparison
BEMB's dividend yield for the trailing twelve months is around 6.13%, more than AVRE's 3.06% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
BEMB Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF | 6.13% | 5.46% | 0.00% | 0.00% |
AVRE Avantis Real Estate ETF | 3.06% | 3.33% | 2.57% | 0.61% |
Drawdowns
BEMB vs. AVRE - Drawdown Comparison
The maximum BEMB drawdown since its inception was -6.17%, smaller than the maximum AVRE drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for BEMB and AVRE. For additional features, visit the drawdowns tool.
Volatility
BEMB vs. AVRE - Volatility Comparison
The current volatility for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) is 1.78%, while Avantis Real Estate ETF (AVRE) has a volatility of 4.85%. This indicates that BEMB experiences smaller price fluctuations and is considered to be less risky than AVRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.