AVRE vs VTI
Avantis Real Estate ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | AVRE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.17% | 0.03% | |
| AUM | $884M | $663.5B | |
| Dividend Yield | 3.38% | 1.07% | |
| Holdings | 655 | 3,543 | |
| YTD Return | +10.16% | +13.87% | |
| 1Y Return | +12.82% | +23.31% | |
| 3Y Return (annualized) | +9.53% | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 17.9% | 15.3% | |
| Max Drawdown | -33.3% | -56.6% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2021 | May 24, 2001 |
AVRE vs VTI Performance
Avantis Real Estate ETF (AVRE) is a ETF from Avantis Investors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AVRE returned +12.82% while VTI returned +23.31%. Year to date, AVRE is up 10.16% versus a gain of 13.87% for VTI.
Over three years, AVRE compounded at +9.53% per year against +21.17% for VTI. Across the full 5-year window we track, VTI has the edge at +8.13% 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 15.3% for VTI. 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
AVRE and VTI share 68 holdings out of 3035 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVRE or VTI?
AVRE has an expense ratio of 0.17% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, AVRE or VTI?
Over the past year AVRE returned +12.82% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), AVRE annualized +2.36% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, AVRE or VTI?
AVRE has been the more volatile fund at 17.9% annualized versus 15.3% for VTI. Worst drawdown: AVRE -33.3% vs VTI -56.6%.
Should I hold both AVRE and VTI?
AVRE and VTI 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 VTI?
AVRE and VTI share 68 common holdings with a 1.6% weight overlap. Combined, they hold 3035 unique securities.
Which pays a higher dividend, AVRE or VTI?
AVRE yields 3.38% while VTI yields 1.07%, so AVRE currently pays the higher dividend yield.
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