BEMB vs. AVRE
BEMB (Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF) and AVRE (Avantis Real Estate ETF) are both exchange-traded funds - BEMB is a Emerging Markets Bonds fund actively managed by iShares, while AVRE is a REIT fund actively managed by Avantis. Both are actively managed. Over the past 3 years, BEMB returned 8.50%/yr vs 10.25%/yr for AVRE. At a 0.48 correlation, their price movements are largely independent. BEMB charges 0.18%/yr vs 0.17%/yr for AVRE.
Performance
BEMB vs. AVRE - Performance Comparison
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Returns By Period
In the year-to-date period, BEMB achieves a 1.68% return, which is significantly lower than AVRE's 9.52% return.
BEMB
- 1D
- -0.33%
- 1M
- 1.31%
- YTD
- 1.68%
- 6M
- 1.92%
- 1Y
- 9.29%
- 3Y*
- 8.50%
- 5Y*
- —
- 10Y*
- —
AVRE
- 1D
- 1.07%
- 1M
- -0.26%
- YTD
- 9.52%
- 6M
- 10.10%
- 1Y
- 11.48%
- 3Y*
- 10.25%
- 5Y*
- —
- 10Y*
- —
BEMB vs. AVRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BEMB Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF | 1.68% | 12.27% | 5.51% | 8.88% |
AVRE Avantis Real Estate ETF | 9.52% | 8.34% | 0.54% | 4.52% |
Correlation
The correlation between BEMB and AVRE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2023 | 0.48 |
The correlation between BEMB and AVRE has been stable across timeframes, ranging from 0.48 to 0.54 - a consistent structural relationship.
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Return for Risk
BEMB vs. AVRE — Risk / Return Rank
BEMB
AVRE
BEMB vs. AVRE - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BEMB | AVRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.17 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.23 | +1.32 |
| Martin ratioReturn relative to average drawdown | 10.92 | 4.44 | +6.48 |
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Drawdowns
BEMB vs. AVRE - Drawdown Comparison
The maximum BEMB drawdown since its inception was -6.17%, smaller than the maximum AVRE drawdown of -32.52%. Use the drawdown chart below to compare losses from any high point for BEMB and AVRE.
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Drawdown Indicators
| BEMB | AVRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.17% | -32.52% | +26.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -9.38% | +5.71% |
Max Drawdown (3Y)Largest decline over 3 years | -6.17% | -17.34% | +11.17% |
Current DrawdownCurrent decline from peak | -0.33% | -1.52% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -0.93% | -14.62% | +13.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 2.59% | -1.74% |
Volatility
BEMB vs. AVRE - Volatility Comparison
The current volatility for Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB) is 1.34%, while Avantis Real Estate ETF (AVRE) has a volatility of 4.10%. 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.
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Volatility by Period
| BEMB | AVRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.34% | 4.10% | -2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 3.59% | 9.54% | -5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 12.32% | -7.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.87% | 16.61% | -10.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.87% | 16.61% | -10.74% |
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%.
Dividends
BEMB vs. AVRE - Dividend Comparison
BEMB's dividend yield for the trailing twelve months is around 6.85%, more than AVRE's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AVRE Avantis Real Estate ETF | 4.29% | 4.30% | 3.99% | 3.33% | 3.78% | 0.61% |
BEMB Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF | 6.85% | 6.88% | 6.31% | 5.46% | 0.00% | 0.00% |
Frequently Asked Questions
BEMB and AVRE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVRE has higher volatility (4.10%) compared to BEMB (1.34%). In terms of maximum drawdown, BEMB dropped -6.17% vs AVRE's -32.52%.
On 3-year performance, AVRE leads with 10.25% vs 8.50% for BEMB. On fees, AVRE is cheaper at 0.17% per year. On volatility, BEMB has been the lower-risk option at 1.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AVRE has performed better with a 10.25% return vs 8.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVRE is cheaper with a 0.17% expense ratio, compared with 0.18% for BEMB.
BEMB has the higher dividend yield at 6.85%, compared with 4.29% for AVRE.
BEMB is categorized as Emerging Markets Bonds, while AVRE is REIT. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.18% for BEMB and 0.17% for AVRE.
BEMB currently has the higher Sharpe Ratio (2.15 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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