AVREAvantis Real Estate ETF

Grow my money Get income#327 of 1640 for Get income

Seeks long-term capital appreciation through real estate securities.

Avantis Investors · Since 2021 (4 years)

Annual Cost

0.17%

#676 out of 5,332 ETFs

Fund Size

$720M

#1190 out of 5,332 ETFs

Dividend Yield

3.73%

Track Record

4 years

#2560 out of 5,332 ETFs

Performance

1 Year

+14.0%

3 Years

+9.2%

5 Years

N/A

What's inside

Asset class

equity

Strategy

active selection

Cap

multi cap

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.5%

Other

0.4%

Cash

0.1%

Sector breakdown

Real Estate

99.9%

Utilities

0.1%

Financial Services

0.0%

Top holdings

Welltower IncWELL7.0%

Prologis IncPLD6.7%

Equinix IncEQIX5.6%

American Tower CorpAMT4.4%

Digital Realty Trust IncDLR3.3%

Simon Property Group IncSPG3.3%

Realty Income CorpO3.0%

Public StoragePSA2.6%

Goodman GroupGMG.AX2.4%

Ventas IncVTR2.2%

Risk profile

Volatility (1Y)

12.1%

Moderate

Max drawdown

-33.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.43

Below average

Sortino (3Y)

0.61

Moderate downside risk

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