HFSI vs AVRE

Comparison between HARTFORD STRATEGIC INCOME ETF (HFSI, ETF) and AVANTIS REAL ESTATE ETF (AVRE, ETF).

HFSI vs AVRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HFSI(ETF)	AVRE(ETF)
Net Assets	$815M	$813M
Expense Ratio	0.49%	0.17%
Max Drawdown	3.94%	36.40%
Sharpe Ratio	1.11	0.74
5Y Beta	0.12	0.45
P/E Ratio	N/A	35.14
Forward P/E	N/A	38.91
5Y EPS CAGR	N/A	10.40%
Debt to Equity	N/A	35.17%
P/S Ratio	N/A	8.80
P/B Ratio	N/A	3.14

Net Assets

Winner

HFSI

$815M

AVRE

$813M

Expense Ratio

HFSI

0.49%

Winner

AVRE

0.17%

Max Drawdown

Winner

HFSI

3.94%

AVRE

36.40%

Sharpe Ratio

Winner

HFSI

1.11

AVRE

0.74

5Y Beta

Winner

HFSI

0.12

AVRE

0.45

P/E Ratio

HFSI

N/A

AVRE

35.14

Forward P/E

HFSI

N/A

AVRE

38.91

5Y EPS CAGR

HFSI

N/A

AVRE

10.40%

Debt to Equity

HFSI

N/A

AVRE

35.17%

P/S Ratio

HFSI

N/A

AVRE

8.80

P/B Ratio

HFSI

N/A

AVRE

3.14

HFSI vs AVRE - Historical Returns

Returns include dividend reinvestment.

Period	HFSI	AVRE
1 month	+0.50%	+1.35%
3 months	+1.72%	+6.91%
6 months	+1.83%	+11.89%
1 year	+7.59%	+12.11%
5 years(CAGR)	N/A	+2.86%
Max(CAGR)	+10.14%	+2.86%

HFSI

+0.50%

Winner

AVRE

+1.35%

HFSI

+1.72%

Winner

AVRE

+6.91%

HFSI

+1.83%

Winner

AVRE

+11.89%

HFSI

+7.59%

Winner

AVRE

+12.11%

5Y(CAGR)

HFSI

N/A

AVRE

+2.86%

Max(CAGR)

Winner

HFSI

+10.14%

AVRE

+2.86%

HFSI vs AVRE - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HFSI	AVRE
2026	+1.39%	+10.93%
2025	+10.27%	+9.20%
2024	N/A	+0.27%
2023	N/A	+8.83%
2022	N/A	-23.13%
2021	N/A	+13.16%

HFSI vs AVRE Drawdown Comparison

The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.

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

The current HFSI drawdown is -0.16%.

Rank	HFSI	AVRE
#1	-3.06% Feb 27, 2026 - Jun 2, 2026	-32.47% Dec 31, 2021 - Apr 17, 2026
#2	-0.94% Jul 8, 2025 - Jul 22, 2025	-4.18% Nov 24, 2021 - Dec 8, 2021
#3	-0.85% Oct 28, 2025 - Nov 26, 2025	-3.04% May 6, 2026 - Jun 12, 2026
#4	-0.62% May 19, 2025 - May 27, 2025	-2.32% Apr 20, 2026 - May 6, 2026
#5	-0.60% Jun 2, 2026 - Jun 10, 2026	-1.35% Nov 3, 2021 - Nov 24, 2021
#6	-0.59% Jun 4, 2025 - Jun 12, 2025	-1.06% Dec 8, 2021 - Dec 15, 2021
#7	-0.57% Jan 14, 2026 - Jan 27, 2026	-0.97% Oct 28, 2021 - Nov 3, 2021
#8	-0.57% Nov 26, 2025 - Dec 24, 2025	-0.76% Dec 15, 2021 - Dec 22, 2021
#9	-0.51% Apr 30, 2025 - May 13, 2025	-0.73% Oct 7, 2021 - Oct 12, 2021
#10	-0.51% Aug 13, 2025 - Aug 22, 2025	-0.14% Oct 4, 2021 - Oct 6, 2021
#11	-0.42% Sep 11, 2025 - Oct 13, 2025	-0.07% Oct 15, 2021 - Oct 19, 2021
#12	-0.38% Jun 12, 2025 - Jun 23, 2025	-0.07% Dec 22, 2021 - Dec 27, 2021
#13	-0.36% Jun 30, 2025 - Jul 8, 2025	-0.01% Oct 26, 2021 - Oct 28, 2021
#14	-0.36% Feb 13, 2026 - Feb 26, 2026	N/A
#15	-0.34% Jan 29, 2026 - Feb 6, 2026	N/A