AVRE vs TUA

Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF).

AVRE vs TUA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVRE(ETF)	TUA(ETF)
Net Assets	$803M	$802M
Expense Ratio	0.17%	0.25%
Max Drawdown	36.40%	22.29%
Sharpe Ratio	0.64	-1.00
5Y Beta	0.46	-0.08
P/E Ratio	32.88	N/A
Forward P/E	36.34	N/A
5Y EPS CAGR	10.68%	N/A
Debt to Equity	42.71%	N/A
P/S Ratio	8.62	N/A
P/B Ratio	2.95	N/A

Net Assets

Winner

AVRE

$803M

TUA

$802M

Expense Ratio

Winner

AVRE

0.17%

TUA

0.25%

Max Drawdown

AVRE

36.40%

Winner

TUA

22.29%

Sharpe Ratio

Winner

AVRE

0.64

TUA

-1.00

5Y Beta

AVRE

0.46

Winner

TUA

-0.08

P/E Ratio

AVRE

32.88

TUA

N/A

Forward P/E

AVRE

36.34

TUA

N/A

5Y EPS CAGR

AVRE

10.68%

TUA

N/A

Debt to Equity

AVRE

42.71%

TUA

N/A

P/S Ratio

AVRE

8.62

TUA

N/A

P/B Ratio

AVRE

2.95

TUA

N/A

AVRE vs TUA - Historical Returns

Returns include dividend reinvestment.

Period	AVRE	TUA
1 month	-0.15%	-1.93%
3 months	+1.91%	-5.15%
6 months	+9.19%	-5.32%
1 year	+11.43%	-2.95%
5 years(CAGR)	+2.41%	N/A
Max(CAGR)	+2.41%	-1.64%

Winner

AVRE

-0.15%

TUA

-1.93%

Winner

AVRE

+1.91%

TUA

-5.15%

Winner

AVRE

+9.19%

TUA

-5.32%

Winner

AVRE

+11.43%

TUA

-2.95%

5Y(CAGR)

AVRE

+2.41%

TUA

N/A

Max(CAGR)

Winner

AVRE

+2.41%

TUA

-1.64%

AVRE vs TUA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	AVRE	TUA
2026	+8.63%	-6.14%
2025	+9.20%	+7.17%
2024	+0.27%	-2.92%
2023	+8.83%	-2.33%
2022	-23.13%	-0.81%
2021	+13.16%	N/A

AVRE vs TUA Drawdown Comparison

The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.

The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.

The current AVRE drawdown is -1.54%. The current TUA drawdown is -10.79%.

Rank	AVRE	TUA
#1	-32.47% Dec 31, 2021 - Apr 17, 2026	-15.84% Mar 24, 2023 - Oct 17, 2023
#2	-4.18% Nov 24, 2021 - Dec 8, 2021	-9.27% Jan 18, 2023 - Mar 13, 2023
#3	-3.04% May 6, 2026 - Jun 3, 2026	-2.81% Mar 17, 2023 - Mar 23, 2023
#4	-2.32% Apr 20, 2026 - May 6, 2026	-2.63% Dec 16, 2022 - Jan 12, 2023
#5	-1.35% Nov 3, 2021 - Nov 24, 2021	-2.47% Mar 15, 2023 - Mar 17, 2023
#6	-1.06% Dec 8, 2021 - Dec 15, 2021	-2.15% Mar 13, 2023 - Mar 15, 2023
#7	-0.97% Oct 28, 2021 - Nov 3, 2021	-1.50% Nov 16, 2022 - Dec 1, 2022
#8	-0.76% Dec 15, 2021 - Dec 22, 2021	-1.48% Dec 1, 2022 - Dec 13, 2022
#9	-0.73% Oct 7, 2021 - Oct 12, 2021	-0.80% Jan 12, 2023 - Jan 18, 2023
#10	-0.14% Oct 4, 2021 - Oct 6, 2021	-0.20% Dec 14, 2022 - Dec 16, 2022
#11	-0.07% Oct 15, 2021 - Oct 19, 2021	N/A
#12	-0.07% Dec 22, 2021 - Dec 27, 2021	N/A
#13	-0.01% Oct 26, 2021 - Oct 28, 2021	N/A