AVRE vs BUI

Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and BlackRock Utility Infrastructure & Power Opportunities Trust (BUI, ETF).

5-Year PerformanceBUI has outperformed AVRE, delivering a return of +10.0% compared to +3.2%

AVRE vs BUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVRE(ETF)	BUI(ETF)
Net Assets	$845M	$841M
Expense Ratio	0.17%	N/A
Max Drawdown	36.40%	48.35%
Sharpe Ratio	0.85	1.06
5Y Beta	0.44	0.39
P/E Ratio	33.30	N/A
Forward P/E	36.35	N/A
5Y Dividends CAGR	N/A	14.38%
5Y EPS CAGR	10.56%	N/A
Debt to Equity	45.94%	N/A
P/S Ratio	8.69	N/A
P/B Ratio	3.00	N/A

Net Assets

Winner

AVRE

$845M

BUI

$841M

Expense Ratio

AVRE

0.17%

BUI

N/A

Max Drawdown

Winner

AVRE

36.40%

BUI

48.35%

Sharpe Ratio

AVRE

0.85

Winner

BUI

1.06

5Y Beta

AVRE

0.44

Winner

BUI

0.39

P/E Ratio

AVRE

33.30

BUI

N/A

Forward P/E

AVRE

36.35

BUI

N/A

5Y Dividends CAGR

AVRE

N/A

BUI

14.38%

5Y EPS CAGR

AVRE

10.56%

BUI

N/A

Debt to Equity

AVRE

45.94%

BUI

N/A

P/S Ratio

AVRE

8.69

BUI

N/A

P/B Ratio

AVRE

3.00

BUI

N/A

AVRE vs BUI - Historical Returns

Returns include dividend reinvestment.

Period	AVRE	BUI
1 month	+3.41%	-0.75%
3 months	+4.44%	+4.27%
6 months	+10.74%	+11.03%
1 year	+13.95%	+20.59%
5 years(CAGR)	+3.19%	+9.98%
10 years(CAGR)	N/A	+10.90%
Max(CAGR)	+3.19%	+10.01%

Winner

AVRE

+3.41%

BUI

-0.75%

Winner

AVRE

+4.44%

BUI

+4.27%

AVRE

+10.74%

Winner

BUI

+11.03%

AVRE

+13.95%

Winner

BUI

+20.59%

5Y(CAGR)

AVRE

+3.19%

Winner

BUI

+9.98%

10Y(CAGR)

AVRE

N/A

BUI

+10.90%

Max(CAGR)

AVRE

+3.19%

Winner

BUI

+10.01%

AVRE vs BUI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	AVRE	BUI
2026	+12.97%	+13.67%
2025	+9.20%	+23.69%
2024	+0.27%	+13.86%
2023	+8.83%	+11.06%
2022	-23.13%	-16.85%
2021	+13.16%	+13.57%
2020	N/A	+20.26%
2019	N/A	+21.31%
2018	N/A	-0.51%
2017	N/A	+25.01%
2016	N/A	+18.42%
2015	N/A	-11.82%
2014	N/A	+25.02%
2013	N/A	+6.15%
2012	N/A	-3.51%
2011	N/A	+0.00%

AVRE vs BUI Drawdown Comparison

The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.

The maximum drawdown for BUI was -46.53%, occurring on Mar 18, 2020. Recovery took 262 trading sessions.

The current AVRE drawdown is -0.16%. The current BUI drawdown is -4.83%.

Rank	AVRE	BUI
#1	-32.47% Dec 31, 2021 - Apr 17, 2026	-46.53% Sep 30, 2019 - Oct 13, 2020
#2	-4.18% Nov 24, 2021 - Dec 8, 2021	-27.42% Nov 15, 2021 - Aug 28, 2024
#3	-3.04% May 6, 2026 - Jun 12, 2026	-21.97% Jan 29, 2015 - May 25, 2016
#4	-2.56% Jun 12, 2026 - Jun 26, 2026	-13.69% Sep 30, 2024 - May 12, 2025
#5	-2.32% Apr 20, 2026 - May 6, 2026	-13.57% Mar 4, 2026 - Mar 23, 2026
#6	-2.15% Jun 26, 2026 - Jul 16, 2026	-13.56% Sep 11, 2018 - Feb 12, 2019
#7	-1.35% Nov 3, 2021 - Nov 24, 2021	-12.47% Aug 1, 2016 - Feb 8, 2017
#8	-1.06% Dec 8, 2021 - Dec 15, 2021	-12.39% May 8, 2013 - Feb 14, 2014
#9	-0.97% Oct 28, 2021 - Nov 3, 2021	-10.80% Feb 16, 2021 - May 3, 2021
#10	-0.76% Dec 15, 2021 - Dec 22, 2021	-10.38% Jul 29, 2014 - Nov 11, 2014
#11	-0.73% Oct 7, 2021 - Oct 12, 2021	-10.09% Jan 25, 2018 - Aug 13, 2018
#12	-0.41% Jul 17, 2026 - Jul 20, 2026	-9.36% Dec 1, 2011 - Jul 10, 2012
#13	-0.14% Oct 4, 2021 - Oct 6, 2021	-9.19% Sep 7, 2012 - Jan 24, 2013
#14	-0.07% Oct 15, 2021 - Oct 19, 2021	-8.89% Sep 15, 2021 - Nov 12, 2021
#15	-0.07% Dec 22, 2021 - Dec 27, 2021	-8.58% Oct 14, 2020 - Nov 10, 2020

Correlation

Correlation between AVRE and BUI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2012 - 2026)

AVRE vs BUI dividend yield comparison.

Year	AVRE	BUI
2026	0.87%	3.48%
2025	4.30%	10.40%
2024	3.99%	6.26%
2023	3.33%	6.65%
2022	3.78%	6.99%
2021	0.61%	5.45%
2020	0.00%	5.80%
2019	0.00%	6.51%
2018	0.00%	7.35%
2017	0.00%	6.71%
2016	0.00%	7.88%
2015	0.00%	8.65%
2014	0.00%	6.41%
2013	0.00%	8.12%
2012	0.00%	8.11%