AVRE vs VXUS
Avantis Real Estate ETF vs Vanguard Total International Stock ETF
Which is better, AVRE or VXUS?
All Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
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
| Metric | AVRE | VXUS |
|---|---|---|
| Expense Ratio | 0.17% | 0.05%Best |
| AUM | $869M | $158.1B |
| Dividend Yield | 3.42% | 2.51% |
| Holdings | 342 | 8,747 |
| YTD Return | +6.66% | +13.64%Best |
| 1Y Return | +6.61% | +20.82%Best |
| 3Y Return (annualized) | +8.90% | +19.58%Best |
| 5Y Return (annualized) | +1.65% | +9.14%Best |
| Volatility (annualized) | 17.8% | 15.1%Best |
| Max Drawdown | -33.3% | -28.9%Best |
| $10,000 over 5 years | $10,853 | $15,485Best |
| Fund Family | Avantis Investors | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Blend |
| Inception | Sep 29, 2021 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2021 to Sep 17, 2026 (5 years).
AVRE vs VXUS 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 5 years both funds cover.
AVRE vs VXUS Performance
Avantis Real Estate ETF (AVRE) is an ETF from Avantis Investors and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year AVRE returned +6.61% while VXUS returned +20.82%. Year to date, AVRE is up 6.66% versus a gain of 13.64% for VXUS.
Over three years, AVRE compounded at +8.90% per year against +19.58% for VXUS; over five years the annualized figures are +1.65% and +9.14% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVRE has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.1% for VXUS. 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 -28.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVRE charges 0.17% per year while VXUS charges 0.05%. On a $10,000 position that is $17 vs $5 annually, a gap of $12 per year that compounds over a long holding period. On income, AVRE currently yields 3.42% against 2.51% for VXUS.
Holdings Overlap
At least 21.7% of AVRE's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
AVRE and VXUS share little of their money.
160 positions in common, counted across the 321 positions we hold weights for in AVRE and 8,082 in VXUS, against full books of 342 and 8,747.
Top Shared Holdings
| Stock | Weight in AVRE | Weight in VXUS | Difference |
|---|---|---|---|
| GMG:AUGoodman Group | 2.44% | 0.09% | 2.35% |
| SGRO:LNSegro Plc | 1.06% | 0.04% | 1.02% |
| C38U:SICapitaLand Integrated Commercial Trust Capitaland Integrated Comm Tr | 0.70% | 0.03% | 0.67% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 0.61% | 0.00% | 0.61% |
| AED:BRAedifica Nv | 0.51% | 0.02% | 0.49% |
| SGP:AUStockland Corp. Ltd. | 0.50% | 0.02% | 0.48% |
| VCX:AUVicinity Centres | 0.48% | 0.02% | 0.46% |
| CHC:AUCharter Hall Group Stapled Securities Us Prohibited | 0.46% | 0.02% | 0.44% |
| GPT:AUGpt Group/the | 0.42% | 0.02% | 0.40% |
| 8951:JPNippon Building Fund Inc. | 0.40% | 0.02% | 0.38% |
21.7% of AVRE is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, AVRE or VXUS?
AVRE has an expense ratio of 0.17% while VXUS charges 0.05%. VXUS is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, AVRE or VXUS?
Over the past year AVRE returned +6.61% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVRE or VXUS?
AVRE has been the more volatile fund at 17.8% annualized versus 15.1% for VXUS. Worst drawdown: AVRE -33.3% vs VXUS -28.9%.
Should I hold both AVRE and VXUS?
AVRE and VXUS have a monthly-return correlation of 0.83, 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 VXUS?
At least 21.7% of AVRE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 160 positions in common, counted across the 321 positions we hold weights for in AVRE and 8,082 in VXUS.
Which pays a higher dividend, AVRE or VXUS?
AVRE yields 3.42% while VXUS yields 2.51%, so AVRE currently pays the higher dividend yield.
Is VXUS better than AVRE?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.