INFO vs AVRE
Comparison between Harbor PanAgora Dynamic Large Cap Core ETF (INFO, ETF) and AVANTIS REAL ESTATE ETF (AVRE, ETF).
INFO vs AVRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
INFO
$813M
AVRE
$813M
Expense Ratio
INFO
0.35%
Winner
AVRE
0.17%
Max Drawdown
Winner
INFO
19.60%
AVRE
36.40%
Sharpe Ratio
Winner
INFO
1.62
AVRE
0.74
5Y Beta
INFO
1.00
Winner
AVRE
0.45
P/E Ratio
Winner
INFO
26.31
AVRE
35.14
Forward P/E
Winner
INFO
19.66
AVRE
38.91
PEG Ratio
INFO
0.15
AVRE
N/A
5Y EPS CAGR
Winner
INFO
27.97%
AVRE
10.40%
Debt to Equity
Winner
INFO
-9.26%
AVRE
35.17%
P/S Ratio
Winner
INFO
2.63
AVRE
8.80
P/B Ratio
INFO
5.20
Winner
AVRE
3.14
INFO vs AVRE - Holdings Comparison
INFO and AVRE have 3 common holdings. Overlap is 0.99%
INFO's top 25 holdings weight is 57.79%. AVRE's top 25 holdings weight is 55.92%.
| Rank | INFO | AVRE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.71% | PROLOGIS INC (PLD) - 6.79% |
| #2 | APPLE INC (AAPL) - 7.73% | WELLTOWER INC (WELL) - 6.47% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.09% | EQUINIX INC (EQIX) - 5.75% |
| #4 | MICROSOFT CORP (MSFT) - 4.87% | AMERICAN TOWER CORP (AMT) - 4.42% |
| #5 | BROADCOM INC (AVGO) - 3.59% | SIMON PROPERTY GROUP INC (SPG) - 3.38% |
| #6 | AMAZON.COM INC (AMZN) - 3.45% | DIGITAL REALTY TRUST INC (DLR) - 3.38% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.38% | GOODMAN GROUP (n/a) - 2.87% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.79% | PUBLIC STORAGE (PSA) - 2.72% |
| #9 | ELI LILLY AND CO (LLY) - 1.72% | REALTY INCOME CORP (O) - 2.65% |
| #10 | TESLA INC (TSLA) - 1.35% | VENTAS INC (VTR) - 2.03% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | IRON MOUNTAIN INC (IRM) - 2.03% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.20% | CROWN CASTLE INC (CCI) - 1.95% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.19% | EXTRA SPACE STORAGE INC (EXR) - 1.57% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.18% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.48% |
| #15 | ANALOG DEVICES INC (ADI) - 1.11% | AVALONBAY COMMUNITIES INC (AVB) - 1.42% |
| #16 | ABBVIE INC (ABBV) - 1.10% | EQUITY RESIDENTIAL (EQR) - 1.36% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.09% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.17% |
| #18 | WALMART INC (WMT) - 0.97% | ESSEX PROPERTY TRUST INC (ESS) - 0.97% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 0.91% | HOST HOTELS & RESORTS INC (HST) - 0.91% |
| #20 | n/a (DELL) - 0.86% | SUN COMMUNITIES INC (SUI) - 0.85% |
| #21 | n/a (JCI) - 0.85% | EMBASSY OFFICE PARKS REIT (n/a) - 0.37% |
| #22 | ALTRIA GROUP INC (MO) - 0.85% | LAND SECURITIES GROUP PLC (n/a) - 0.35% |
| #23 | EOG RESOURCES INC (EOG) - 0.84% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.35% |
| #24 | STATE STREET CORP (STT) - 0.84% | SCENTRE GROUP (n/a) - 0.34% |
| #25 | CUMMINS INC (CMI) - 0.83% | n/a (n/a) - 0.34% |
| Total Holdings | 131 | 295 |
INFO vs AVRE - Historical Returns
Returns include dividend reinvestment.
1M
INFO
+0.82%
Winner
AVRE
+1.35%
3M
Winner
INFO
+12.34%
AVRE
+6.91%
6M
INFO
+10.47%
Winner
AVRE
+11.89%
1Y
Winner
INFO
+26.67%
AVRE
+12.11%
5Y(CAGR)
INFO
N/A
AVRE
+2.86%
Max(CAGR)
Winner
INFO
+19.21%
AVRE
+2.86%
INFO vs AVRE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | INFO | AVRE |
|---|---|---|
| 2026 | +9.41% | +10.93% |
| 2025 | +19.87% | +9.20% |
| 2024 | +2.19% | +0.27% |
| 2023 | N/A | +8.83% |
| 2022 | N/A | -23.13% |
| 2021 | N/A | +13.16% |
INFO vs AVRE Drawdown Comparison
The maximum drawdown for INFO was -19.60%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The current INFO drawdown is -2.36%.
| Rank | INFO | AVRE |
|---|---|---|
| #1 | -19.60% Jan 23, 2025 - Jun 24, 2025 | -32.47% Dec 31, 2021 - Apr 17, 2026 |
| #2 | -8.98% Jan 28, 2026 - Apr 15, 2026 | -4.18% Nov 24, 2021 - Dec 8, 2021 |
| #3 | -4.96% Oct 29, 2025 - Dec 10, 2025 | -3.04% May 6, 2026 - Jun 12, 2026 |
| #4 | -4.62% Jun 2, 2026 - Jun 10, 2026 | -2.32% Apr 20, 2026 - May 6, 2026 |
| #5 | -3.86% Dec 6, 2024 - Jan 22, 2025 | -1.35% Nov 3, 2021 - Nov 24, 2021 |
| #6 | -3.09% Jan 9, 2026 - Jan 27, 2026 | -1.06% Dec 8, 2021 - Dec 15, 2021 |
| #7 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -0.97% Oct 28, 2021 - Nov 3, 2021 |
| #8 | -2.68% Oct 14, 2024 - Nov 6, 2024 | -0.76% Dec 15, 2021 - Dec 22, 2021 |
| #9 | -2.61% Dec 11, 2025 - Dec 23, 2025 | -0.73% Oct 7, 2021 - Oct 12, 2021 |
| #10 | -2.39% Nov 11, 2024 - Nov 26, 2024 | -0.14% Oct 4, 2021 - Oct 6, 2021 |
| #11 | -2.17% Jul 28, 2025 - Aug 8, 2025 | -0.07% Oct 15, 2021 - Oct 19, 2021 |
| #12 | -2.15% May 14, 2026 - May 26, 2026 | -0.07% Dec 22, 2021 - Dec 27, 2021 |
| #13 | -1.72% Aug 14, 2025 - Aug 27, 2025 | -0.01% Oct 26, 2021 - Oct 28, 2021 |
| #14 | -1.34% Aug 28, 2025 - Sep 4, 2025 | N/A |
| #15 | -1.25% Sep 22, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between INFO and AVRE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2021 - 2026)
INFO vs AVRE dividend yield comparison.
| Year | INFO | AVRE |
|---|---|---|
| 2026 | 0.00% | 0.89% |
| 2025 | 0.35% | 4.30% |
| 2024 | 0.16% | 3.99% |
| 2023 | 0.00% | 3.33% |
| 2022 | 0.00% | 3.78% |
| 2021 | 0.00% | 0.61% |
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