AVRE vs JCPI
Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF).
AVRE vs JCPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVRE
$876M
JCPI
$871M
Expense Ratio
Winner
AVRE
0.17%
JCPI
0.25%
Max Drawdown
AVRE
36.40%
Winner
JCPI
10.91%
Sharpe Ratio
Winner
AVRE
0.68
JCPI
-0.49
5Y Beta
AVRE
0.42
Winner
JCPI
0.04
P/E Ratio
AVRE
36.67
JCPI
N/A
Forward P/E
AVRE
39.00
JCPI
N/A
5Y EPS CAGR
AVRE
15.40%
JCPI
N/A
Debt to Equity
AVRE
49.41%
JCPI
N/A
P/S Ratio
AVRE
9.10
JCPI
N/A
P/B Ratio
AVRE
3.13
JCPI
N/A
AVRE vs JCPI - Historical Returns
Returns include dividend reinvestment.
1M
AVRE
-1.21%
Winner
JCPI
+0.08%
3M
Winner
AVRE
+1.68%
JCPI
-0.03%
6M
Winner
AVRE
+3.23%
JCPI
-0.05%
1Y
Winner
AVRE
+12.47%
JCPI
+2.34%
5Y(CAGR)
Winner
AVRE
+2.87%
JCPI
+2.74%
Max(CAGR)
Winner
AVRE
+2.87%
JCPI
+2.74%
AVRE vs JCPI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AVRE | JCPI |
|---|---|---|
| 2026 | +11.60% | +1.19% |
| 2025 | +9.20% | +7.53% |
| 2024 | +0.27% | +4.86% |
| 2023 | +8.83% | +4.54% |
| 2022 | -23.13% | -5.52% |
| 2021 | +13.16% | N/A |
AVRE vs JCPI Drawdown Comparison
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The current AVRE drawdown is -2.27%. The current JCPI drawdown is -0.95%.
| Rank | AVRE | JCPI |
|---|---|---|
| #1 | -32.47% Dec 31, 2021 - Apr 17, 2026 | -7.85% Aug 1, 2022 - May 15, 2024 |
| #2 | -4.18% Nov 24, 2021 - Dec 8, 2021 | -3.11% May 27, 2022 - Jul 29, 2022 |
| #3 | -3.54% Jul 24, 2026 - Aug 11, 2026 | -2.77% Apr 3, 2025 - Jun 27, 2025 |
| #4 | -3.04% May 6, 2026 - Jun 12, 2026 | -2.41% Sep 24, 2024 - Feb 20, 2025 |
| #5 | -2.56% Jun 12, 2026 - Jun 26, 2026 | -2.04% Apr 11, 2022 - May 27, 2022 |
| #6 | -2.32% Apr 20, 2026 - May 6, 2026 | -1.60% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -2.15% Jun 26, 2026 - Jul 16, 2026 | -1.40% May 1, 2026 - Jul 27, 2026 |
| #8 | -1.35% Nov 3, 2021 - Nov 24, 2021 | -1.00% Jun 5, 2024 - Jun 20, 2024 |
| #9 | -1.06% Dec 8, 2021 - Dec 15, 2021 | -0.90% Oct 22, 2025 - Feb 10, 2026 |
| #10 | -0.97% Oct 28, 2021 - Nov 3, 2021 | -0.83% Mar 3, 2025 - Mar 28, 2025 |
| #11 | -0.82% Jul 17, 2026 - Jul 24, 2026 | -0.76% May 16, 2024 - Jun 3, 2024 |
| #12 | -0.76% Dec 15, 2021 - Dec 22, 2021 | -0.61% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -0.73% Oct 7, 2021 - Oct 12, 2021 | -0.57% Sep 11, 2025 - Oct 14, 2025 |
| #14 | -0.14% Oct 4, 2021 - Oct 6, 2021 | -0.51% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -0.07% Oct 15, 2021 - Oct 19, 2021 | -0.48% Aug 28, 2024 - Sep 6, 2024 |
Correlation
Correlation between AVRE and JCPI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2021 - 2026)
AVRE vs JCPI dividend yield comparison.
| Year | AVRE | JCPI |
|---|---|---|
| 2026 | 0.89% | 2.75% |
| 2025 | 4.30% | 3.93% |
| 2024 | 3.99% | 3.98% |
| 2023 | 3.33% | 3.45% |
| 2022 | 3.78% | 3.29% |
| 2021 | 0.61% | 0.00% |
Select Stocks to Compare
Popular: AVRE vs SPYJCPI vs SPY
More Comparisons
Compare with similar stocks