AVRE vs VXUS

AVRE vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricAVREVXUSWinner
Expense Ratio0.17%0.05%
AUM$876M$158.1B
Dividend Yield3.32%2.59%
Holdings3428,747
YTD Return+10.90%+15.52%
1Y Return+10.67%+26.73%
3Y Return (annualized)+10.02%+20.35%
5Y Return (annualized)+2.48%+9.40%
Volatility (annualized)17.8%15.1%
Max Drawdown-33.3%-39.9%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionSep 29, 2021Jan 26, 2011

AVRE vs VXUS Performance

Avantis Real Estate ETF (AVRE) is a ETF from Avantis Investors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AVRE returned +10.67% while VXUS returned +26.73%. Year to date, AVRE is up 10.90% versus a gain of 15.52% for VXUS.

Over three years, AVRE compounded at +10.02% per year against +20.35% for VXUS; over five years the annualized figures are +2.48% and +9.40% respectively. Across the full 5-year window we track, VXUS has the edge at +4.90% annualized vs +2.48%. 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 -39.9% for VXUS. 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 0.83. 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 3.32% against 2.59% for VXUS.

Holdings Overlap

0.9%overlap

AVRE and VXUS share 164 holdings out of 8025 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVREWeight in VXUSDifference
GMG:AU2.44%0.09%2.35%
IRM1.92%0.05%1.87%
SGRO:LN1.02%0.03%0.99%
LOIM:PAProProPro
0823:HKProProPro
C38U:SIProProPro
EGPProProPro
AED:BRProProPro
VCX:AUProProPro
CHC:AUProProPro
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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. On a $10,000 investment, that is $12 per year of difference.

Which performed better, AVRE or VXUS?

Over the past year AVRE returned +10.67% vs +26.73% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), AVRE annualized +2.48% vs +4.90% for VXUS. Past performance does not guarantee future results.

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 -39.9%.

Should I hold both AVRE and VXUS?

AVRE and VXUS have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVRE and VXUS?

AVRE and VXUS share 164 common holdings with a 0.9% weight overlap. Combined, they hold 8025 unique securities.

Which pays a higher dividend, AVRE or VXUS?

AVRE yields 3.32% while VXUS yields 2.59%, so AVRE currently pays the higher dividend yield.

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