AVTM vs RA
Comparison between AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF) and Brookfield Real Assets Income Fund Inc (RA, ETF).
AVTM vs RA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVTM
$779M
Winner
RA
$781M
Expense Ratio
AVTM
0.22%
RA
N/A
Max Drawdown
Winner
AVTM
9.29%
RA
54.93%
Sharpe Ratio
Winner
AVTM
0.83
RA
0.53
5Y Beta
AVTM
1.06
Winner
RA
0.30
P/E Ratio
AVTM
26.38
RA
N/A
Forward P/E
AVTM
19.87
RA
N/A
5Y Dividends CAGR
AVTM
N/A
RA
-8.47%
5Y EPS CAGR
AVTM
24.94%
RA
N/A
P/S Ratio
AVTM
3.10
RA
N/A
P/B Ratio
AVTM
4.78
RA
N/A
AVTM vs RA - Historical Returns
Returns include dividend reinvestment.
1M
AVTM
+0.09%
Winner
RA
+1.87%
3M
Winner
AVTM
+5.13%
RA
+2.08%
6M
Winner
AVTM
+7.52%
RA
+4.09%
1Y
AVTM
N/A
RA
+7.78%
5Y(CAGR)
AVTM
N/A
RA
+0.85%
10Y(CAGR)
AVTM
N/A
RA
+6.01%
Max(CAGR)
Winner
AVTM
+16.75%
RA
+6.01%
AVTM vs RA - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | AVTM | RA |
|---|---|---|
| 2026 | +7.52% | +5.62% |
| 2025 | N/A | +7.65% |
| 2024 | N/A | +15.33% |
| 2023 | N/A | -11.07% |
| 2022 | N/A | -13.86% |
| 2021 | N/A | +33.09% |
| 2020 | N/A | -4.66% |
| 2019 | N/A | +22.50% |
| 2018 | N/A | -9.24% |
| 2017 | N/A | +15.68% |
| 2016 | N/A | +0.82% |
AVTM vs RA Drawdown Comparison
The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for RA was -50.66%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.
The current AVTM drawdown is -2.25%. The current RA drawdown is -1.24%.
| Rank | AVTM | RA |
|---|---|---|
| #1 | -9.21% Feb 9, 2026 - Apr 15, 2026 | -50.66% Feb 19, 2020 - Feb 22, 2021 |
| #2 | -4.04% Jun 4, 2026 - Jun 10, 2026 | -30.82% May 4, 2022 - Feb 12, 2026 |
| #3 | -2.21% Feb 2, 2026 - Feb 6, 2026 | -19.43% Sep 14, 2018 - Apr 3, 2019 |
| #4 | -2.09% May 14, 2026 - May 26, 2026 | -7.92% Jan 26, 2018 - Jun 7, 2018 |
| #5 | -1.01% Apr 27, 2026 - Apr 30, 2026 | -7.62% Nov 4, 2021 - May 4, 2022 |
| #6 | -0.70% May 1, 2026 - May 5, 2026 | -6.72% Feb 18, 2026 - Mar 30, 2026 |
| #7 | -0.69% Apr 20, 2026 - Apr 22, 2026 | -6.18% May 7, 2021 - Jun 7, 2021 |
| #8 | -0.68% May 6, 2026 - May 8, 2026 | -5.81% Aug 6, 2021 - Nov 1, 2021 |
| #9 | -0.65% Jun 2, 2026 - Jun 4, 2026 | -5.78% Mar 15, 2021 - Apr 6, 2021 |
| #10 | -0.51% Apr 22, 2026 - Apr 24, 2026 | -5.63% Oct 28, 2019 - Feb 5, 2020 |
| #11 | -0.35% May 11, 2026 - May 13, 2026 | -3.69% Jun 14, 2021 - Jul 12, 2021 |
| #12 | -0.20% May 26, 2026 - May 28, 2026 | -3.68% May 1, 2019 - Jun 14, 2019 |
| #13 | N/A | -3.41% Oct 16, 2017 - Jan 5, 2018 |
| #14 | N/A | -2.89% Apr 19, 2021 - May 7, 2021 |
| #15 | N/A | -2.73% Jul 12, 2021 - Aug 3, 2021 |
Correlation
Correlation between AVTM and RA is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.43
-101
Dividend Comparison (2016 - 2026)
AVTM vs RA dividend yield comparison.
| Year | AVTM | RA |
|---|---|---|
| 2026 | 0.28% | 6.44% |
| 2025 | 0.00% | 10.93% |
| 2024 | 0.00% | 10.63% |
| 2023 | 0.00% | 16.74% |
| 2022 | 0.00% | 14.79% |
| 2021 | 0.00% | 11.31% |
| 2020 | 0.00% | 13.39% |
| 2019 | 0.00% | 11.19% |
| 2018 | 0.00% | 12.52% |
| 2017 | 0.00% | 10.22% |
| 2016 | 0.00% | 0.89% |
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