AVRE vs VOO
Avantis Real Estate ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AVRE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.17% | 0.03% | |
| AUM | $884M | $979.0B | |
| Dividend Yield | 3.38% | 1.09% | |
| Holdings | 655 | 509 | |
| YTD Return | +10.16% | +13.44% | |
| 1Y Return | +12.82% | +22.62% | |
| 3Y Return (annualized) | +9.53% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 17.9% | 14.1% | |
| Max Drawdown | -33.3% | -34.3% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2021 | Sep 7, 2010 |
AVRE vs VOO Performance
Avantis Real Estate ETF (AVRE) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVRE returned +12.82% while VOO returned +22.62%. Year to date, AVRE is up 10.16% versus a gain of 13.44% for VOO.
Over three years, AVRE compounded at +9.53% per year against +21.47% for VOO. Across the full 5-year window we track, VOO has the edge at +13.55% annualized vs +2.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVRE has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 14.1% for VOO. 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 -34.3% for VOO. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVRE charges 0.17% per year while VOO 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 VOO.
Holdings Overlap
AVRE and VOO share 27 holdings out of 798 unique holdings combined, representing a 1.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVRE or VOO?
AVRE has an expense ratio of 0.17% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, AVRE or VOO?
Over the past year AVRE returned +12.82% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), AVRE annualized +2.36% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, AVRE or VOO?
AVRE has been the more volatile fund at 17.9% annualized versus 14.1% for VOO. Worst drawdown: AVRE -33.3% vs VOO -34.3%.
Should I hold both AVRE and VOO?
AVRE and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVRE and VOO?
AVRE and VOO share 27 common holdings with a 1.7% weight overlap. Combined, they hold 798 unique securities.
Which pays a higher dividend, AVRE or VOO?
AVRE yields 3.38% while VOO yields 1.09%, so AVRE currently pays the higher dividend yield.
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