AVRE vs VYM
Avantis Real Estate ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | AVRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.17% | 0.04% | |
| AUM | $884M | $79.0B | |
| Dividend Yield | 3.38% | 2.86% | |
| Holdings | 655 | 568 | |
| YTD Return | +10.16% | +16.10% | |
| 1Y Return | +12.82% | +25.99% | |
| 3Y Return (annualized) | +9.53% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 17.9% | 14.6% | |
| Max Drawdown | -33.3% | -58.8% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2021 | Nov 10, 2006 |
AVRE vs VYM Performance
Avantis Real Estate ETF (AVRE) is a ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AVRE returned +12.82% while VYM returned +25.99%. Year to date, AVRE is up 10.16% versus a gain of 16.10% for VYM.
Over three years, AVRE compounded at +9.53% per year against +18.29% for VYM. Across the full 5-year window we track, VYM has the edge at +7.08% 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVRE charges 0.17% per year while VYM charges 0.04%. On a $10,000 position that is $17 vs $4 annually, a gap of $13 per year that compounds over a long holding period. On income, AVRE currently yields 3.38% against 2.86% for VYM.
Holdings Overlap
AVRE and VYM share 0 holdings out of 878 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVRE or VYM?
AVRE has an expense ratio of 0.17% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, AVRE or VYM?
Over the past year AVRE returned +12.82% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), AVRE annualized +2.36% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, AVRE or VYM?
AVRE has been the more volatile fund at 17.9% annualized versus 14.6% for VYM. Worst drawdown: AVRE -33.3% vs VYM -58.8%.
Should I hold both AVRE and VYM?
AVRE and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVRE and VYM?
AVRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 878 unique securities.
Which pays a higher dividend, AVRE or VYM?
AVRE yields 3.38% while VYM yields 2.86%, so AVRE currently pays the higher dividend yield.
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