AVRE vs EQAL
Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF).
5-Year PerformanceEQAL has outperformed AVRE, delivering a return of +6.9% compared to +2.9%
AVRE vs EQAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVRE
$813M
EQAL
$806M
Expense Ratio
Winner
AVRE
0.17%
EQAL
0.20%
Max Drawdown
Winner
AVRE
36.40%
EQAL
40.90%
Sharpe Ratio
AVRE
0.74
Winner
EQAL
1.52
5Y Beta
Winner
AVRE
0.45
EQAL
0.81
P/E Ratio
AVRE
35.14
Winner
EQAL
28.77
Forward P/E
AVRE
38.91
Winner
EQAL
15.90
5Y Dividends CAGR
AVRE
N/A
EQAL
7.46%
5Y EPS CAGR
AVRE
10.40%
Winner
EQAL
11.81%
Debt to Equity
Winner
AVRE
35.17%
EQAL
50.78%
P/S Ratio
AVRE
8.80
Winner
EQAL
1.57
P/B Ratio
AVRE
3.14
Winner
EQAL
2.64
AVRE vs EQAL - Holdings Comparison
AVRE and EQAL have 28 common holdings. Overlap is 3.73%
AVRE's top 25 holdings weight is 55.92%. EQAL's top 25 holdings weight is 12.09%.
| Rank | AVRE | EQAL |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 6.79% | CIENA CORP (CIEN) - 0.83% |
| #2 | WELLTOWER INC (WELL) - 6.47% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% |
| #3 | EQUINIX INC (EQIX) - 5.75% | LUMENTUM HOLDINGS INC (LITE) - 0.78% |
| #4 | AMERICAN TOWER CORP (AMT) - 4.42% | ROKU INC CLASS A (ROKU) - 0.65% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.38% | CISCO SYSTEMS INC (CSCO) - 0.62% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.38% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% |
| #7 | GOODMAN GROUP (n/a) - 2.87% | ARISTA NETWORKS INC (ANET) - 0.51% |
| #8 | PUBLIC STORAGE (PSA) - 2.72% | VALERO ENERGY CORP (VLO) - 0.48% |
| #9 | REALTY INCOME CORP (O) - 2.65% | LINDE PLC (LIN) - 0.48% |
| #10 | VENTAS INC (VTR) - 2.03% | DEVON ENERGY CORP (DVN) - 0.47% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.03% | VERIZON COMMUNICATIONS INC (VZ) - 0.46% |
| #12 | CROWN CASTLE INC (CCI) - 1.95% | UBIQUITI INC (UI) - 0.45% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 1.57% | AT&T INC (T) - 0.45% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.48% | n/a (LBTYA) - 0.45% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.42% | T-MOBILE US INC (TMUS) - 0.44% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.36% | MOTOROLA SOLUTIONS INC (MSI) - 0.41% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.17% | COMCAST CORP CLASS A (CMCSA) - 0.40% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 0.97% | n/a (ASTS) - 0.40% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 0.91% | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% |
| #20 | SUN COMMUNITIES INC (SUI) - 0.85% | SOUTHERN CO (SO) - 0.38% |
| #21 | EMBASSY OFFICE PARKS REIT (n/a) - 0.37% | n/a (GLIBK) - 0.37% |
| #22 | LAND SECURITIES GROUP PLC (n/a) - 0.35% | ELEMENT SOLUTIONS INC (ESI) - 0.34% |
| #23 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.35% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% |
| #24 | SCENTRE GROUP (n/a) - 0.34% | n/a (LBRDK) - 0.33% |
| #25 | n/a (n/a) - 0.34% | NUCOR CORP (NUE) - 0.32% |
| Total Holdings | 295 | 989 |
AVRE vs EQAL - Historical Returns
Returns include dividend reinvestment.
1M
AVRE
+1.35%
Winner
EQAL
+3.32%
3M
AVRE
+6.91%
Winner
EQAL
+8.56%
6M
AVRE
+11.89%
Winner
EQAL
+12.88%
1Y
AVRE
+12.11%
Winner
EQAL
+24.21%
5Y(CAGR)
AVRE
+2.86%
Winner
EQAL
+6.93%
10Y(CAGR)
AVRE
N/A
EQAL
+10.90%
Max(CAGR)
AVRE
+2.86%
Winner
EQAL
+9.52%
AVRE vs EQAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AVRE | EQAL |
|---|---|---|
| 2026 | +10.93% | +12.51% |
| 2025 | +9.20% | +10.92% |
| 2024 | +0.27% | +11.35% |
| 2023 | +8.83% | +12.68% |
| 2022 | -23.13% | -13.79% |
| 2021 | +13.16% | +25.06% |
| 2020 | N/A | +16.63% |
| 2019 | N/A | +24.49% |
| 2018 | N/A | -9.84% |
| 2017 | N/A | +16.44% |
| 2016 | N/A | +17.29% |
| 2015 | N/A | -3.68% |
| 2014 | N/A | -0.55% |
AVRE vs EQAL Drawdown Comparison
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
| Rank | AVRE | EQAL |
|---|---|---|
| #1 | -32.47% Dec 31, 2021 - Apr 17, 2026 | -40.42% Jan 16, 2020 - Oct 12, 2020 |
| #2 | -4.18% Nov 24, 2021 - Dec 8, 2021 | -21.80% Nov 15, 2021 - Mar 27, 2024 |
| #3 | -3.04% May 6, 2026 - Jun 12, 2026 | -21.01% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -2.32% Apr 20, 2026 - May 6, 2026 | -20.41% May 21, 2015 - Jul 12, 2016 |
| #5 | -1.35% Nov 3, 2021 - Nov 24, 2021 | -19.63% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -1.06% Dec 8, 2021 - Dec 15, 2021 | -10.08% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -0.97% Oct 28, 2021 - Nov 3, 2021 | -7.42% Jul 24, 2019 - Nov 15, 2019 |
| #8 | -0.76% Dec 15, 2021 - Dec 22, 2021 | -6.67% Mar 2, 2026 - Apr 16, 2026 |
| #9 | -0.73% Oct 7, 2021 - Oct 12, 2021 | -6.35% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -0.14% Oct 4, 2021 - Oct 6, 2021 | -6.19% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -0.07% Oct 15, 2021 - Oct 19, 2021 | -6.04% Aug 23, 2016 - Nov 21, 2016 |
| #12 | -0.07% Dec 22, 2021 - Dec 27, 2021 | -5.79% Oct 27, 2025 - Dec 10, 2025 |
| #13 | -0.01% Oct 26, 2021 - Oct 28, 2021 | -5.66% Jul 31, 2024 - Aug 23, 2024 |
| #14 | N/A | -5.51% Jun 11, 2021 - Aug 27, 2021 |
| #15 | N/A | -5.04% Dec 29, 2014 - Feb 12, 2015 |
Correlation
Correlation between AVRE and EQAL is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2015 - 2026)
AVRE vs EQAL dividend yield comparison.
| Year | AVRE | EQAL |
|---|---|---|
| 2026 | 0.89% | 0.42% |
| 2025 | 4.30% | 1.79% |
| 2024 | 3.99% | 1.62% |
| 2023 | 3.33% | 1.88% |
| 2022 | 3.78% | 1.95% |
| 2021 | 0.61% | 1.32% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 1.61% |
| 2018 | 0.00% | 1.63% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.57% |
| 2015 | 0.00% | 1.64% |
Select Stocks to Compare
Popular: AVRE vs SPYEQAL vs SPY
More Comparisons
Compare with similar stocks