AVRE vs IVV

AVRE vs IVV

Which is better, AVRE or IVV?

All Cap Blend against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 41.1%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAVREIVV
Expense Ratio0.17%0.03%Best
AUM$866M$886.7B
Dividend Yield3.32%1.10%
Holdings342508
YTD Return+8.24%+12.70%Best
1Y Return+8.48%+19.36%Best
3Y Return (annualized)+9.27%+21.16%Best
5Y Return (annualized)+1.96%+12.75%Best
Volatility (annualized)17.7%15.7%Best
Max Drawdown-33.3%-24.5%Best
$10,000 over 5 years$11,019$18,221Best
Top 10 Weight41.1%37.9%Best
Fund FamilyAvantis InvestorsiShares by BlackRock (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionSep 29, 2021May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2021 to Sep 8, 2026 (4.9 years).

AVRE vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.9 years both funds cover.

AVRE vs IVV Performance

Avantis Real Estate ETF (AVRE) is an ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AVRE returned +8.48% while IVV returned +19.36%. Year to date, AVRE is up 8.24% versus a gain of 12.70% for IVV.

Over three years, AVRE compounded at +9.27% per year against +21.16% for IVV; over five years the annualized figures are +1.96% and +12.75% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVRE has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.7% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.3% for AVRE and -24.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVRE charges 0.17% per year while IVV charges 0.03%. On a $10,000 position that is $17 vs $3 annually, a gap of $14 per year that compounds over a long holding period. On income, AVRE currently yields 3.32% against 1.10% for IVV.

Holdings Overlap

AVRE already in IVV55.5%
IVV already in AVRE1.7%

55.5% of AVRE's money is in holdings IVV also owns. 1.7% of IVV's money is in holdings AVRE also owns.

The two portfolios partly overlap.

27 positions in common, counted across the 320 positions we hold weights for in AVRE and 504 in IVV, against full books of 342 and 508.

What only one of them owns

Our book lists 467 positions for IVV that do not appear in our book for AVRE (97.6% of the fund), and 58 for AVRE that do not appear in IVV (16.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AVREWeight in IVVDifference
WELLWelltower, Inc.7.35%0.25%7.10%
PLDPrologis Inc6.56%0.20%6.36%
EQIXEquinix Inc - Common5.61%0.16%5.45%
AMTAmerican Tower Corp3.91%0.12%3.79%
DLRDigital Realty Trust Inc.3.67%0.10%3.57%
SPGSimon Property Group Inc. Reit Com3.53%0.11%3.42%
PSAPublic Storage 3.01%0.08%2.93%
ORealty Income Corp.2.67%0.09%2.58%
VTRVentas, Inc.2.25%0.07%2.18%
UMG:ASUniversal Music Group N.V. Universal Music Group N V1.93%0.06%1.87%

55.5% of AVRE is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AVREIVV

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Frequently Asked Questions

Which is cheaper, AVRE or IVV?

AVRE has an expense ratio of 0.17% while IVV charges 0.03%. IVV is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, AVRE or IVV?

Over the past year AVRE returned +8.48% vs +19.36% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVRE or IVV?

AVRE has been the more volatile fund at 17.7% annualized versus 15.7% for IVV. Worst drawdown: AVRE -33.3% vs IVV -24.5%.

Should I hold both AVRE and IVV?

AVRE and IVV have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between AVRE and IVV?

55.5% of AVRE's money is in holdings IVV also owns. 1.7% of IVV's is in holdings AVRE also owns. They hold 27 positions in common, counted across the 320 positions we hold weights for in AVRE and 504 in IVV.

Which pays a higher dividend, AVRE or IVV?

AVRE yields 3.32% while IVV yields 1.10%, so AVRE currently pays the higher dividend yield.

Is IVV better than AVRE?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 41.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.