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AVRE vs AVSF

Avantis Real Estate ETF vs Avantis Short-Term Fixed Income ETF

AVRE

Avantis Real Estate ETF

Avantis Investors

Annual cost

0.17%

Fund size

$803M

AVSF

Avantis Short-Term Fixed Income ETF

Avantis Investors

Annual cost

0.15%

Fund size

$678M

Key differences

  • AVRE is classified as equity, while AVSF is fixed income — different risk/return profiles.
  • Over the last 3 years, AVRE has delivered higher annualized returns.

Side-by-side comparison

AVREAVSF
Annual cost (TER)0.17%0.15%
Fund size (AUM)$803M$678M
Since20212020
Dividend yield3.43%4.43%
Asset classequityfixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+15.0%+4.4%
CAGR 3Y+9.7%+4.8%
CAGR 5YN/A+1.9%
Sharpe 3Y0.460.52
Volatility 1Y11.85%1.89%
Max drawdown-33.29%-8.85%

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

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