AVRE vs IDHQ
Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ, ETF).
5-Year PerformanceIDHQ has outperformed AVRE, delivering a return of +8.7% compared to +2.9%
AVRE vs IDHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVRE
$813M
IDHQ
$811M
Expense Ratio
Winner
AVRE
0.17%
IDHQ
0.29%
Max Drawdown
Winner
AVRE
36.40%
IDHQ
74.48%
Sharpe Ratio
AVRE
0.74
Winner
IDHQ
1.22
5Y Beta
Winner
AVRE
0.45
IDHQ
0.79
P/E Ratio
AVRE
35.14
IDHQ
N/A
Forward P/E
AVRE
38.91
IDHQ
N/A
5Y Dividends CAGR
AVRE
N/A
IDHQ
9.86%
5Y EPS CAGR
AVRE
10.40%
IDHQ
N/A
Debt to Equity
AVRE
35.17%
IDHQ
N/A
P/S Ratio
AVRE
8.80
IDHQ
N/A
P/B Ratio
AVRE
3.14
IDHQ
N/A
AVRE vs IDHQ - Holdings Comparison
AVRE and IDHQ have 1 common holdings. Overlap is 0.00%
AVRE's top 25 holdings weight is 55.92%. IDHQ's top 25 holdings weight is 62.54%.
| Rank | AVRE | IDHQ |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 6.79% | SK HYNIX INC (n/a) - 11.03% |
| #2 | WELLTOWER INC (WELL) - 6.47% | ASML HOLDING NV (n/a) - 6.25% |
| #3 | EQUINIX INC (EQIX) - 5.75% | NOVARTIS AG REGISTERED SHARES (n/a) - 3.87% |
| #4 | AMERICAN TOWER CORP (AMT) - 4.42% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.80% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.38% | ADVANTEST CORP (n/a) - 3.30% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.38% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.66% |
| #7 | GOODMAN GROUP (n/a) - 2.87% | ABB LTD (n/a) - 2.59% |
| #8 | PUBLIC STORAGE (PSA) - 2.72% | ALLIANZ SE (n/a) - 2.46% |
| #9 | REALTY INCOME CORP (O) - 2.65% | SAFRAN SA (n/a) - 2.39% |
| #10 | VENTAS INC (VTR) - 2.03% | TOKYO ELECTRON LTD (n/a) - 2.25% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.03% | UNILEVER PLC (n/a) - 1.89% |
| #12 | CROWN CASTLE INC (CCI) - 1.95% | HITACHI LTD (n/a) - 1.89% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 1.57% | GSK PLC (n/a) - 1.87% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.48% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.81% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.42% | RECRUIT HOLDINGS CO LTD (n/a) - 1.77% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.36% | AIRBUS SE (n/a) - 1.71% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.17% | TOKIO MARINE HOLDINGS INC (n/a) - 1.61% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 0.97% | ZURICH INSURANCE GROUP AG (n/a) - 1.58% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 0.91% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.37% |
| #20 | SUN COMMUNITIES INC (SUI) - 0.85% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 1.30% |
| #21 | EMBASSY OFFICE PARKS REIT (n/a) - 0.37% | MURATA MANUFACTURING CO LTD (n/a) - 1.11% |
| #22 | LAND SECURITIES GROUP PLC (n/a) - 0.35% | SUNCOR ENERGY INC (SU) - 1.04% |
| #23 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.35% | n/a (n/a) - 1.03% |
| #24 | SCENTRE GROUP (n/a) - 0.34% | n/a (n/a) - 0.99% |
| #25 | n/a (n/a) - 0.34% | RELX PLC (n/a) - 0.97% |
| Total Holdings | 295 | 209 |
AVRE vs IDHQ - Historical Returns
Returns include dividend reinvestment.
1M
AVRE
+1.35%
Winner
IDHQ
+4.45%
3M
AVRE
+6.91%
Winner
IDHQ
+16.19%
6M
AVRE
+11.89%
Winner
IDHQ
+21.72%
1Y
AVRE
+12.11%
Winner
IDHQ
+29.31%
5Y(CAGR)
AVRE
+2.86%
Winner
IDHQ
+8.67%
10Y(CAGR)
AVRE
N/A
IDHQ
+10.56%
Max(CAGR)
AVRE
+2.86%
Winner
IDHQ
+5.00%
AVRE vs IDHQ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AVRE | IDHQ |
|---|---|---|
| 2026 | +10.93% | +17.82% |
| 2025 | +9.20% | +27.58% |
| 2024 | +0.27% | +2.53% |
| 2023 | +8.83% | +18.87% |
| 2022 | -23.13% | -20.24% |
| 2021 | +13.16% | +10.42% |
| 2020 | N/A | +14.52% |
| 2019 | N/A | +29.03% |
| 2018 | N/A | -13.22% |
| 2017 | N/A | +28.56% |
| 2016 | N/A | +0.03% |
| 2015 | N/A | +8.51% |
| 2014 | N/A | -0.87% |
| 2013 | N/A | +13.37% |
| 2012 | N/A | +17.69% |
| 2011 | N/A | -16.78% |
| 2010 | N/A | +10.45% |
| 2009 | N/A | +40.16% |
| 2008 | N/A | -50.73% |
| 2007 | N/A | -4.34% |
AVRE vs IDHQ Drawdown Comparison
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The maximum drawdown for IDHQ was -73.84%, occurring on Mar 9, 2009. Recovery took 2543 trading sessions.
The current IDHQ drawdown is -0.33%.
| Rank | AVRE | IDHQ |
|---|---|---|
| #1 | -32.47% Dec 31, 2021 - Apr 17, 2026 | -73.84% Dec 6, 2007 - Jan 12, 2018 |
| #2 | -4.18% Nov 24, 2021 - Dec 8, 2021 | -33.55% Sep 3, 2021 - Mar 7, 2024 |
| #3 | -3.04% May 6, 2026 - Jun 12, 2026 | -30.51% Jan 17, 2020 - Aug 17, 2020 |
| #4 | -2.32% Apr 20, 2026 - May 6, 2026 | -19.91% Jan 26, 2018 - Oct 28, 2019 |
| #5 | -1.35% Nov 3, 2021 - Nov 24, 2021 | -15.71% Jul 12, 2007 - Oct 11, 2007 |
| #6 | -1.06% Dec 8, 2021 - Dec 15, 2021 | -14.07% Sep 26, 2024 - May 15, 2025 |
| #7 | -0.97% Oct 28, 2021 - Nov 3, 2021 | -13.70% Oct 31, 2007 - Dec 6, 2007 |
| #8 | -0.76% Dec 15, 2021 - Dec 22, 2021 | -13.46% Feb 25, 2026 - May 6, 2026 |
| #9 | -0.73% Oct 7, 2021 - Oct 12, 2021 | -7.37% Jan 25, 2021 - Apr 15, 2021 |
| #10 | -0.14% Oct 4, 2021 - Oct 6, 2021 | -7.11% Jul 12, 2024 - Aug 21, 2024 |
| #11 | -0.07% Oct 15, 2021 - Oct 19, 2021 | -7.09% Oct 12, 2020 - Nov 5, 2020 |
| #12 | -0.07% Dec 22, 2021 - Dec 27, 2021 | -5.70% May 28, 2026 - Jun 11, 2026 |
| #13 | -0.01% Oct 26, 2021 - Oct 28, 2021 | -5.40% Mar 7, 2024 - May 14, 2024 |
| #14 | N/A | -5.00% Jul 23, 2025 - Sep 8, 2025 |
| #15 | N/A | -4.98% Nov 12, 2025 - Dec 10, 2025 |
Correlation
Correlation between AVRE and IDHQ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2007 - 2026)
AVRE vs IDHQ dividend yield comparison.
| Year | AVRE | IDHQ |
|---|---|---|
| 2026 | 0.89% | 0.57% |
| 2025 | 4.30% | 2.46% |
| 2024 | 3.99% | 2.41% |
| 2023 | 3.33% | 2.52% |
| 2022 | 3.78% | 3.33% |
| 2021 | 0.61% | 2.10% |
| 2020 | 0.00% | 1.60% |
| 2019 | 0.00% | 2.10% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 1.68% |
| 2016 | 0.00% | 2.36% |
| 2015 | 0.00% | 1.71% |
| 2014 | 0.00% | 1.75% |
| 2013 | 0.00% | 1.70% |
| 2012 | 0.00% | 1.92% |
| 2011 | 0.00% | 0.89% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 2.21% |
| 2008 | 0.00% | 3.71% |
| 2007 | 0.00% | 0.53% |
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