Skip to content
Beacon
Screener

AVRE vs AVMU

Avantis Real Estate ETF vs Avantis Core Municipal Fixed Income ETF

AVRE

Avantis Real Estate ETF

Avantis Investors

Annual cost

0.17%

Fund size

$803M

AVMU

Avantis Core Municipal Fixed Income ETF

Avantis Investors

Annual cost

0.15%

Fund size

$159M

Key differences

  • AVRE is significantly larger than AVMU — larger funds tend to be more liquid and less likely to close.
  • AVRE is classified as equity, while AVMU is fixed income — different risk/return profiles.
  • Over the last 3 years, AVRE has delivered higher annualized returns.

Side-by-side comparison

AVREAVMU
Annual cost (TER)0.17%0.15%
Fund size (AUM)$803M$159M
Since20212020
Dividend yield3.43%3.57%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+15.0%+7.5%
CAGR 3Y+9.7%+3.6%
CAGR 5YN/A+0.9%
Sharpe 3Y0.460.02
Volatility 1Y11.85%3.29%
Max drawdown-33.29%-12.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AVRE and AVMU