Screener
AVMU vs AVRE
Avantis Core Municipal Fixed Income ETF vs Avantis Real Estate ETF
Key differences
- AVRE is significantly larger than AVMU — larger funds tend to be more liquid and less likely to close.
- AVMU is classified as fixed income, while AVRE is equity — different risk/return profiles.
- Over the last 3 years, AVRE has delivered higher annualized returns.
Side-by-side comparison
| AVMU | AVRE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.17% |
| Fund size (AUM) | $159M | $803M |
| Since | 2020 | 2021 |
| Dividend yield | 3.57% | 3.43% |
| Asset class | fixed income | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.5% | +15.0% |
| CAGR 3Y | +3.6% | +9.7% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.02 | 0.46 |
| Volatility 1Y | 3.29% | 11.85% |
| Max drawdown | -12.41% | -33.29% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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