AVRE vs INFO
Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and Harbor PanAgora Dynamic Large Cap Core ETF (INFO, ETF).
AVRE vs INFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVRE
$813M
Winner
INFO
$813M
Expense Ratio
Winner
AVRE
0.17%
INFO
0.35%
Max Drawdown
AVRE
36.40%
Winner
INFO
19.60%
Sharpe Ratio
AVRE
0.74
Winner
INFO
1.62
5Y Beta
Winner
AVRE
0.45
INFO
1.00
P/E Ratio
AVRE
35.14
Winner
INFO
26.31
Forward P/E
AVRE
38.91
Winner
INFO
19.66
PEG Ratio
AVRE
N/A
INFO
0.15
5Y EPS CAGR
AVRE
10.40%
Winner
INFO
27.97%
Debt to Equity
AVRE
35.17%
Winner
INFO
-9.26%
P/S Ratio
AVRE
8.80
Winner
INFO
2.63
P/B Ratio
Winner
AVRE
3.14
INFO
5.20
AVRE vs INFO - Holdings Comparison
AVRE and INFO have 3 common holdings. Overlap is 0.99%
AVRE's top 25 holdings weight is 55.92%. INFO's top 25 holdings weight is 57.79%.
| Rank | AVRE | INFO |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 6.79% | NVIDIA CORP (NVDA) - 8.71% |
| #2 | WELLTOWER INC (WELL) - 6.47% | APPLE INC (AAPL) - 7.73% |
| #3 | EQUINIX INC (EQIX) - 5.75% | ALPHABET INC CLASS A (GOOGL) - 7.09% |
| #4 | AMERICAN TOWER CORP (AMT) - 4.42% | MICROSOFT CORP (MSFT) - 4.87% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.38% | BROADCOM INC (AVGO) - 3.59% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.38% | AMAZON.COM INC (AMZN) - 3.45% |
| #7 | GOODMAN GROUP (n/a) - 2.87% | META PLATFORMS INC CLASS A (META) - 2.38% |
| #8 | PUBLIC STORAGE (PSA) - 2.72% | MICRON TECHNOLOGY INC (MU) - 1.79% |
| #9 | REALTY INCOME CORP (O) - 2.65% | ELI LILLY AND CO (LLY) - 1.72% |
| #10 | VENTAS INC (VTR) - 2.03% | TESLA INC (TSLA) - 1.35% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.03% | ADVANCED MICRO DEVICES INC (AMD) - 1.29% |
| #12 | CROWN CASTLE INC (CCI) - 1.95% | LAM RESEARCH CORP (LRCX) - 1.20% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 1.57% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.19% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.48% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.42% | ANALOG DEVICES INC (ADI) - 1.11% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.36% | ABBVIE INC (ABBV) - 1.10% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.17% | COSTCO WHOLESALE CORP (COST) - 1.09% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 0.97% | WALMART INC (WMT) - 0.97% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 0.91% | BANK OF NEW YORK MELLON CORP (BNY) - 0.91% |
| #20 | SUN COMMUNITIES INC (SUI) - 0.85% | n/a (DELL) - 0.86% |
| #21 | EMBASSY OFFICE PARKS REIT (n/a) - 0.37% | n/a (JCI) - 0.85% |
| #22 | LAND SECURITIES GROUP PLC (n/a) - 0.35% | ALTRIA GROUP INC (MO) - 0.85% |
| #23 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.35% | EOG RESOURCES INC (EOG) - 0.84% |
| #24 | SCENTRE GROUP (n/a) - 0.34% | STATE STREET CORP (STT) - 0.84% |
| #25 | n/a (n/a) - 0.34% | CUMMINS INC (CMI) - 0.83% |
| Total Holdings | 295 | 131 |
AVRE vs INFO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVRE
+1.35%
INFO
+0.82%
3M
AVRE
+6.91%
Winner
INFO
+12.34%
6M
Winner
AVRE
+11.89%
INFO
+10.47%
1Y
AVRE
+12.11%
Winner
INFO
+26.67%
5Y(CAGR)
AVRE
+2.86%
INFO
N/A
Max(CAGR)
AVRE
+2.86%
Winner
INFO
+19.21%
AVRE vs INFO - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AVRE | INFO |
|---|---|---|
| 2026 | +10.93% | +9.41% |
| 2025 | +9.20% | +19.87% |
| 2024 | +0.27% | +2.19% |
| 2023 | +8.83% | N/A |
| 2022 | -23.13% | N/A |
| 2021 | +13.16% | N/A |
AVRE vs INFO Drawdown Comparison
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The maximum drawdown for INFO was -19.60%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current INFO drawdown is -2.36%.
| Rank | AVRE | INFO |
|---|---|---|
| #1 | -32.47% Dec 31, 2021 - Apr 17, 2026 | -19.60% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -4.18% Nov 24, 2021 - Dec 8, 2021 | -8.98% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -3.04% May 6, 2026 - Jun 12, 2026 | -4.96% Oct 29, 2025 - Dec 10, 2025 |
| #4 | -2.32% Apr 20, 2026 - May 6, 2026 | -4.62% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -1.35% Nov 3, 2021 - Nov 24, 2021 | -3.86% Dec 6, 2024 - Jan 22, 2025 |
| #6 | -1.06% Dec 8, 2021 - Dec 15, 2021 | -3.09% Jan 9, 2026 - Jan 27, 2026 |
| #7 | -0.97% Oct 28, 2021 - Nov 3, 2021 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -0.76% Dec 15, 2021 - Dec 22, 2021 | -2.68% Oct 14, 2024 - Nov 6, 2024 |
| #9 | -0.73% Oct 7, 2021 - Oct 12, 2021 | -2.61% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -0.14% Oct 4, 2021 - Oct 6, 2021 | -2.39% Nov 11, 2024 - Nov 26, 2024 |
| #11 | -0.07% Oct 15, 2021 - Oct 19, 2021 | -2.17% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -0.07% Dec 22, 2021 - Dec 27, 2021 | -2.15% May 14, 2026 - May 26, 2026 |
| #13 | -0.01% Oct 26, 2021 - Oct 28, 2021 | -1.72% Aug 14, 2025 - Aug 27, 2025 |
| #14 | N/A | -1.34% Aug 28, 2025 - Sep 4, 2025 |
| #15 | N/A | -1.25% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between AVRE and INFO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2021 - 2026)
AVRE vs INFO dividend yield comparison.
| Year | AVRE | INFO |
|---|---|---|
| 2026 | 0.89% | 0.00% |
| 2025 | 4.30% | 0.35% |
| 2024 | 3.99% | 0.16% |
| 2023 | 3.33% | 0.00% |
| 2022 | 3.78% | 0.00% |
| 2021 | 0.61% | 0.00% |
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