DFGR vs. AVRE

In the year-to-date period, DFGR achieves a 4.15% return, which is significantly lower than AVRE's 5.08% return.

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DFGR has a 0.22% 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%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) 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.

The current DFGR Sharpe Ratio is 0.71, which is comparable to the AVRE Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of DFGR and AVRE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFGR has not paid dividends to shareholders, while AVRE's dividend yield for the trailing twelve months is around 3.85%.

The maximum DFGR drawdown since its inception was -21.28%, smaller than the maximum AVRE drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for DFGR and AVRE. For additional features, visit the drawdowns tool.

Dimensional Global Real Estate ETF (DFGR) and Avantis Real Estate ETF (AVRE) have volatilities of 4.09% and 3.98%, 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.