AVRE vs IVV
Avantis Real Estate ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AVRE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.17% | 0.03% | |
| AUM | $884M | $865.2B | |
| Dividend Yield | 3.38% | 1.09% | |
| Holdings | 655 | 508 | |
| YTD Return | +11.09% | +13.72% | |
| 1Y Return | +13.28% | +21.64% | |
| 3Y Return (annualized) | +9.83% | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 17.8% | 15.1% | |
| Max Drawdown | -33.3% | -56.5% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2021 | May 15, 2000 |
AVRE vs IVV Performance
Avantis Real Estate ETF (AVRE) is a ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AVRE returned +13.28% while IVV returned +21.64%. Year to date, AVRE is up 11.09% versus a gain of 13.72% for IVV.
Over three years, AVRE compounded at +9.83% per year against +21.55% for IVV. Across the full 5-year window we track, IVV has the edge at +7.04% annualized vs +2.53%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVRE has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.1% 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 3.38% against 1.09% for IVV.
Holdings Overlap
AVRE and IVV share 27 holdings out of 798 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $14 per year of difference.
Which performed better, AVRE or IVV?
Over the past year AVRE returned +13.28% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), AVRE annualized +2.53% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, AVRE or IVV?
AVRE has been the more volatile fund at 17.8% annualized versus 15.1% for IVV. Worst drawdown: AVRE -33.3% vs IVV -56.5%.
Should I hold both AVRE and IVV?
AVRE and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVRE and IVV?
AVRE and IVV share 27 common holdings with a 1.8% weight overlap. Combined, they hold 798 unique securities.
Which pays a higher dividend, AVRE or IVV?
AVRE yields 3.38% while IVV yields 1.09%, so AVRE currently pays the higher dividend yield.
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