AVRE vs REZ
Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
Both AVRE and REZ are from the Real Estate sector.
5-Year PerformanceREZ has outperformed AVRE, delivering a return of +4.2% compared to +2.9%
AVRE vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVRE
$876M
REZ
$874M
Expense Ratio
Winner
AVRE
0.17%
REZ
0.48%
Max Drawdown
Winner
AVRE
36.40%
REZ
70.29%
Sharpe Ratio
AVRE
0.68
Winner
REZ
0.91
5Y Beta
AVRE
0.42
Winner
REZ
0.35
P/E Ratio
Winner
AVRE
36.67
REZ
41.00
Forward P/E
Winner
AVRE
39.00
REZ
41.11
5Y Dividends CAGR
AVRE
N/A
REZ
-1.35%
5Y EPS CAGR
Winner
AVRE
15.40%
REZ
6.94%
Debt to Equity
Winner
AVRE
49.41%
REZ
51.96%
P/S Ratio
AVRE
9.10
Winner
REZ
8.28
P/B Ratio
AVRE
3.13
Winner
REZ
2.75
AVRE vs REZ - Holdings Comparison
AVRE and REZ have 18 common holdings. Overlap is 19.28%
AVRE's top 25 holdings weight is 55.93%. REZ's top 25 holdings weight is 97.06%.
| Rank | AVRE | REZ |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 7.37% | WELLTOWER INC (WELL) - 24.27% |
| #2 | PROLOGIS INC (PLD) - 6.58% | PUBLIC STORAGE (PSA) - 9.95% |
| #3 | EQUINIX INC (EQIX) - 5.62% | VENTAS INC (VTR) - 7.89% |
| #4 | AMERICAN TOWER CORP (AMT) - 3.92% | EXTRA SPACE STORAGE INC (EXR) - 5.63% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.68% | AVALONBAY COMMUNITIES INC (AVB) - 4.13% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 3.54% | EQUITY RESIDENTIAL (EQR) - 4.12% |
| #7 | PUBLIC STORAGE (PSA) - 3.02% | ESSEX PROPERTY TRUST INC (ESS) - 3.75% |
| #8 | REALTY INCOME CORP (O) - 2.68% | INVITATION HOMES INC (INVH) - 3.68% |
| #9 | GOODMAN GROUP (n/a) - 2.55% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.19% |
| #10 | VENTAS INC (VTR) - 2.25% | SUN COMMUNITIES INC (SUI) - 3.01% |
| #11 | IRON MOUNTAIN INC (IRM) - 1.94% | HEALTHPEAK PROPERTIES INC (DOC) - 2.99% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 1.56% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.85% |
| #13 | CROWN CASTLE INC (CCI) - 1.55% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.58% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.35% | UDR INC (UDR) - 2.52% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.35% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.37% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.28% | CAMDEN PROPERTY TRUST (CPT) - 2.23% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.05% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.09% |
| #18 | SEGRO PLC (n/a) - 1.05% | CUBESMART (CUBE) - 1.95% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 0.95% | CARETRUST REIT INC (CTRE) - 1.81% |
| #20 | KLEPIERRE (n/a) - 0.91% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.72% |
| #21 | EMBASSY OFFICE PARKS REIT (n/a) - 0.36% | HEALTHCARE REALTY TRUST INC (HR) - 1.34% |
| #22 | n/a (n/a) - 0.35% | SABRA HEALTH CARE REIT INC (SBRA) - 1.05% |
| #23 | n/a (n/a) - 0.34% | INDEPENDENCE REALTY TRUST INC (IRT) - 0.82% |
| #24 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.34% | NATIONAL HEALTH INVESTORS INC (NHI) - 0.70% |
| #25 | SCENTRE GROUP (n/a) - 0.34% | MEDICAL PROPERTIES TRUST INC (MPT) - 0.42% |
| Total Holdings | 295 | 40 |
AVRE vs REZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVRE
-1.21%
REZ
-1.82%
3M
AVRE
+1.68%
Winner
REZ
+5.45%
6M
AVRE
+3.23%
Winner
REZ
+8.70%
1Y
AVRE
+12.47%
Winner
REZ
+18.09%
5Y(CAGR)
AVRE
+2.87%
Winner
REZ
+4.24%
10Y(CAGR)
AVRE
N/A
REZ
+7.00%
Max(CAGR)
AVRE
+2.87%
Winner
REZ
+7.33%
AVRE vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AVRE | REZ |
|---|---|---|
| 2026 | +11.60% | +16.88% |
| 2025 | +9.20% | +5.92% |
| 2024 | +0.27% | +11.32% |
| 2023 | +8.83% | +11.47% |
| 2022 | -23.13% | -27.56% |
| 2021 | +13.16% | +53.51% |
| 2020 | N/A | -5.33% |
| 2019 | N/A | +28.23% |
| 2018 | N/A | +4.66% |
| 2017 | N/A | +4.47% |
| 2016 | N/A | +4.24% |
| 2015 | N/A | +9.49% |
| 2014 | N/A | +35.31% |
| 2013 | N/A | -4.39% |
| 2012 | N/A | +12.79% |
| 2011 | N/A | +14.21% |
| 2010 | N/A | +33.25% |
| 2009 | N/A | +25.83% |
| 2008 | N/A | -23.84% |
| 2007 | N/A | -18.32% |
AVRE vs REZ Drawdown Comparison
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current AVRE drawdown is -2.27%. The current REZ drawdown is -3.25%.
| Rank | AVRE | REZ |
|---|---|---|
| #1 | -32.47% Dec 31, 2021 - Apr 17, 2026 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -4.18% Nov 24, 2021 - Dec 8, 2021 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -3.54% Jul 24, 2026 - Aug 11, 2026 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -3.04% May 6, 2026 - Jun 12, 2026 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -2.56% Jun 12, 2026 - Jun 26, 2026 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -2.32% Apr 20, 2026 - May 6, 2026 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -2.15% Jun 26, 2026 - Jul 16, 2026 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -1.35% Nov 3, 2021 - Nov 24, 2021 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -1.06% Dec 8, 2021 - Dec 15, 2021 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -0.97% Oct 28, 2021 - Nov 3, 2021 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -0.82% Jul 17, 2026 - Jul 24, 2026 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -0.76% Dec 15, 2021 - Dec 22, 2021 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -0.73% Oct 7, 2021 - Oct 12, 2021 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -0.14% Oct 4, 2021 - Oct 6, 2021 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -0.07% Oct 15, 2021 - Oct 19, 2021 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between AVRE and REZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
AVRE vs REZ dividend yield comparison.
| Year | AVRE | REZ |
|---|---|---|
| 2026 | 0.89% | 0.53% |
| 2025 | 4.30% | 2.74% |
| 2024 | 3.99% | 2.26% |
| 2023 | 3.33% | 2.94% |
| 2022 | 3.78% | 3.37% |
| 2021 | 0.61% | 1.81% |
| 2020 | 0.00% | 3.17% |
| 2019 | 0.00% | 2.90% |
| 2018 | 0.00% | 3.63% |
| 2017 | 0.00% | 3.57% |
| 2016 | 0.00% | 5.55% |
| 2015 | 0.00% | 3.18% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.92% |
| 2012 | 0.00% | 3.09% |
| 2011 | 0.00% | 3.12% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 3.83% |
| 2008 | 0.00% | 8.89% |
| 2007 | 0.00% | 4.58% |
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