RA vs AVTM
Comparison between Brookfield Real Assets Income Fund Inc (RA, ETF) and AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF).
RA vs AVTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RA
$781M
AVTM
$779M
Expense Ratio
RA
N/A
AVTM
0.22%
Max Drawdown
RA
54.93%
Winner
AVTM
9.29%
Sharpe Ratio
RA
0.70
Winner
AVTM
1.00
5Y Beta
Winner
RA
0.30
AVTM
1.06
P/E Ratio
RA
N/A
AVTM
26.59
Forward P/E
RA
N/A
AVTM
19.67
5Y Dividends CAGR
RA
-8.47%
AVTM
N/A
5Y EPS CAGR
RA
N/A
AVTM
24.95%
P/S Ratio
RA
N/A
AVTM
3.12
P/B Ratio
RA
N/A
AVTM
4.78
RA vs AVTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RA
+2.43%
AVTM
-0.25%
3M
RA
+2.48%
Winner
AVTM
+6.66%
6M
RA
+4.82%
Winner
AVTM
+8.75%
1Y
RA
+8.78%
AVTM
N/A
5Y(CAGR)
RA
+0.98%
AVTM
N/A
10Y(CAGR)
RA
+6.08%
AVTM
N/A
Max(CAGR)
RA
+6.08%
Winner
AVTM
+19.89%
RA vs AVTM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RA | AVTM |
|---|---|---|
| 2026 | +6.28% | +8.75% |
| 2025 | +7.65% | N/A |
| 2024 | +15.33% | N/A |
| 2023 | -11.07% | N/A |
| 2022 | -13.86% | N/A |
| 2021 | +33.09% | N/A |
| 2020 | -4.66% | N/A |
| 2019 | +22.50% | N/A |
| 2018 | -9.24% | N/A |
| 2017 | +15.68% | N/A |
| 2016 | +0.82% | N/A |
RA vs AVTM Drawdown Comparison
The maximum drawdown for RA was -50.66%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.
The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current RA drawdown is -0.62%. The current AVTM drawdown is -1.12%.
| Rank | RA | AVTM |
|---|---|---|
| #1 | -50.66% Feb 19, 2020 - Feb 22, 2021 | -9.21% Feb 9, 2026 - Apr 15, 2026 |
| #2 | -30.82% May 4, 2022 - Feb 12, 2026 | -4.04% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -19.43% Sep 14, 2018 - Apr 3, 2019 | -2.21% Feb 2, 2026 - Feb 6, 2026 |
| #4 | -7.92% Jan 26, 2018 - Jun 7, 2018 | -2.09% May 14, 2026 - May 26, 2026 |
| #5 | -7.62% Nov 4, 2021 - May 4, 2022 | -1.01% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -6.72% Feb 18, 2026 - Mar 30, 2026 | -0.70% May 1, 2026 - May 5, 2026 |
| #7 | -6.18% May 7, 2021 - Jun 7, 2021 | -0.69% Apr 20, 2026 - Apr 22, 2026 |
| #8 | -5.81% Aug 6, 2021 - Nov 1, 2021 | -0.68% May 6, 2026 - May 8, 2026 |
| #9 | -5.78% Mar 15, 2021 - Apr 6, 2021 | -0.65% Jun 2, 2026 - Jun 4, 2026 |
| #10 | -5.63% Oct 28, 2019 - Feb 5, 2020 | -0.51% Apr 22, 2026 - Apr 24, 2026 |
| #11 | -3.69% Jun 14, 2021 - Jul 12, 2021 | -0.35% May 11, 2026 - May 13, 2026 |
| #12 | -3.68% May 1, 2019 - Jun 14, 2019 | -0.20% May 26, 2026 - May 28, 2026 |
| #13 | -3.41% Oct 16, 2017 - Jan 5, 2018 | N/A |
| #14 | -2.89% Apr 19, 2021 - May 7, 2021 | N/A |
| #15 | -2.73% Jul 12, 2021 - Aug 3, 2021 | N/A |
Correlation
Correlation between RA and AVTM is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2016 - 2026)
RA vs AVTM dividend yield comparison.
| Year | RA | AVTM |
|---|---|---|
| 2026 | 6.40% | 0.28% |
| 2025 | 10.93% | 0.00% |
| 2024 | 10.63% | 0.00% |
| 2023 | 16.74% | 0.00% |
| 2022 | 14.79% | 0.00% |
| 2021 | 11.31% | 0.00% |
| 2020 | 13.39% | 0.00% |
| 2019 | 11.19% | 0.00% |
| 2018 | 12.52% | 0.00% |
| 2017 | 10.22% | 0.00% |
| 2016 | 0.89% | 0.00% |
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