VFVA vs AVRE
Comparison between VANGUARD U.S. VALUE FACTOR ETF ETF SHARES (VFVA, ETF) and AVANTIS REAL ESTATE ETF (AVRE, ETF).
5-Year PerformanceVFVA has outperformed AVRE, delivering a return of +12.2% compared to +3.2%
VFVA vs AVRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VFVA
$845M
AVRE
$845M
Expense Ratio
Winner
VFVA
0.13%
AVRE
0.17%
Max Drawdown
VFVA
50.67%
Winner
AVRE
36.40%
Sharpe Ratio
Winner
VFVA
1.63
AVRE
0.85
5Y Beta
VFVA
0.89
Winner
AVRE
0.44
P/E Ratio
VFVA
44.19
Winner
AVRE
33.30
Forward P/E
Winner
VFVA
10.74
AVRE
36.35
5Y Dividends CAGR
VFVA
12.25%
AVRE
N/A
5Y EPS CAGR
VFVA
6.87%
Winner
AVRE
10.56%
Debt to Equity
Winner
VFVA
30.40%
AVRE
45.94%
P/S Ratio
Winner
VFVA
0.74
AVRE
8.69
P/B Ratio
Winner
VFVA
1.51
AVRE
3.00
VFVA vs AVRE - Holdings Comparison
VFVA and AVRE have 1 common holdings. Overlap is -0.04%
VFVA's top 25 holdings weight is 17.43%. AVRE's top 25 holdings weight is 57.79%.
| Rank | VFVA | AVRE |
|---|---|---|
| #1 | EOG RESOURCES INC (EOG) - 1.05% | WELLTOWER INC (WELL) - 7.47% |
| #2 | AT&T INC (T) - 0.99% | PROLOGIS INC (PLD) - 6.71% |
| #3 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.99% | EQUINIX INC (EQIX) - 5.36% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 0.97% | AMERICAN TOWER CORP (AMT) - 3.88% |
| #5 | COMCAST CORP CLASS A (CMCSA) - 0.95% | SIMON PROPERTY GROUP INC (SPG) - 3.57% |
| #6 | THE CIGNA GROUP (CI) - 0.89% | DIGITAL REALTY TRUST INC (DLR) - 3.22% |
| #7 | SALESFORCE INC (CRM) - 0.85% | PUBLIC STORAGE (PSA) - 2.76% |
| #8 | GENERAL MOTORS CO (GM) - 0.84% | REALTY INCOME CORP (O) - 2.71% |
| #9 | CVS HEALTH CORP (CVS) - 0.82% | GOODMAN GROUP (n/a) - 2.50% |
| #10 | FEDEX CORP (FDX) - 0.78% | VENTAS INC (VTR) - 2.29% |
| #11 | ALTRIA GROUP INC (MO) - 0.75% | IRON MOUNTAIN INC (IRM) - 1.93% |
| #12 | PFIZER INC (PFE) - 0.75% | CROWN CASTLE INC (CCI) - 1.67% |
| #13 | MERCK & CO INC (MRK) - 0.72% | EXTRA SPACE STORAGE INC (EXR) - 1.54% |
| #14 | U.S. BANCORP (USB) - 0.70% | AVALONBAY COMMUNITIES INC (AVB) - 1.43% |
| #15 | TRUIST FINANCIAL CORP (TFC) - 0.70% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.37% |
| #16 | CHUBB LTD (CB) - 0.65% | EQUITY RESIDENTIAL (EQR) - 1.36% |
| #17 | CONOCOPHILLIPS (COP) - 0.64% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.08% |
| #18 | MARATHON PETROLEUM CORP (MPC) - 0.63% | ESSEX PROPERTY TRUST INC (ESS) - 0.99% |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 0.63% | SEGRO PLC (n/a) - 0.95% |
| #20 | FISERV INC (FISV) - 0.63% | HOST HOTELS & RESORTS INC (HST) - 0.88% |
| #21 | ACCENTURE PLC CLASS A (ACN) - 0.31% | KLEPIERRE (n/a) - 0.85% |
| #22 | PINTEREST INC CLASS A (PINS) - 0.30% | INVITATION HOMES INC (INVH) - 0.84% |
| #23 | DOCUSIGN INC (DOCU) - 0.30% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.82% |
| #24 | THE KROGER CO (KR) - 0.30% | KIMCO REALTY CORP (KIM) - 0.81% |
| #25 | FIVE9 INC (FIVN) - 0.29% | SUN COMMUNITIES INC (SUI) - 0.80% |
| Total Holdings | 599 | 340 |
VFVA vs AVRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFVA
+6.86%
AVRE
+3.41%
3M
Winner
VFVA
+8.06%
AVRE
+4.44%
6M
Winner
VFVA
+12.01%
AVRE
+10.74%
1Y
Winner
VFVA
+31.10%
AVRE
+13.95%
5Y(CAGR)
Winner
VFVA
+12.17%
AVRE
+3.19%
10Y(CAGR)
VFVA
+11.06%
AVRE
N/A
Max(CAGR)
Winner
VFVA
+11.06%
AVRE
+3.19%
VFVA vs AVRE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VFVA | AVRE |
|---|---|---|
| 2026 | +16.51% | +12.97% |
| 2025 | +14.87% | +9.20% |
| 2024 | +7.29% | +0.27% |
| 2023 | +17.94% | +8.83% |
| 2022 | -5.31% | -23.13% |
| 2021 | +38.41% | +13.16% |
| 2020 | +2.38% | N/A |
| 2019 | +23.22% | N/A |
| 2018 | -15.60% | N/A |
VFVA vs AVRE Drawdown Comparison
The maximum drawdown for VFVA was -48.55%, occurring on Mar 23, 2020. Recovery took 560 trading sessions.
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The current VFVA drawdown is -0.89%. The current AVRE drawdown is -0.16%.
| Rank | VFVA | AVRE |
|---|---|---|
| #1 | -48.55% Sep 20, 2018 - Dec 10, 2020 | -32.47% Dec 31, 2021 - Apr 17, 2026 |
| #2 | -24.07% Nov 25, 2024 - Aug 22, 2025 | -4.18% Nov 24, 2021 - Dec 8, 2021 |
| #3 | -20.18% Mar 29, 2022 - Feb 1, 2023 | -3.04% May 6, 2026 - Jun 12, 2026 |
| #4 | -17.03% Feb 2, 2023 - Dec 13, 2023 | -2.56% Jun 12, 2026 - Jun 26, 2026 |
| #5 | -9.52% Jun 8, 2021 - Oct 20, 2021 | -2.32% Apr 20, 2026 - May 6, 2026 |
| #6 | -9.09% Jul 31, 2024 - Oct 16, 2024 | -2.15% Jun 26, 2026 - Jul 16, 2026 |
| #7 | -8.55% Feb 6, 2026 - Apr 20, 2026 | -1.35% Nov 3, 2021 - Nov 24, 2021 |
| #8 | -8.29% Nov 12, 2021 - Jan 4, 2022 | -1.06% Dec 8, 2021 - Dec 15, 2021 |
| #9 | -7.43% Jan 14, 2022 - Mar 29, 2022 | -0.97% Oct 28, 2021 - Nov 3, 2021 |
| #10 | -7.16% Mar 28, 2024 - Jul 16, 2024 | -0.76% Dec 15, 2021 - Dec 22, 2021 |
| #11 | -6.35% Mar 12, 2018 - May 17, 2018 | -0.73% Oct 7, 2021 - Oct 12, 2021 |
| #12 | -5.35% Mar 15, 2021 - Apr 16, 2021 | -0.41% Jul 17, 2026 - Jul 20, 2026 |
| #13 | -5.31% Oct 3, 2025 - Nov 25, 2025 | -0.14% Oct 4, 2021 - Oct 6, 2021 |
| #14 | -4.79% Jan 14, 2021 - Feb 5, 2021 | -0.07% Oct 15, 2021 - Oct 19, 2021 |
| #15 | -4.72% Dec 26, 2023 - Jan 30, 2024 | -0.07% Dec 22, 2021 - Dec 27, 2021 |
Correlation
Correlation between VFVA and AVRE is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2018 - 2026)
VFVA vs AVRE dividend yield comparison.
| Year | VFVA | AVRE |
|---|---|---|
| 2026 | 0.91% | 0.87% |
| 2025 | 2.13% | 4.30% |
| 2024 | 2.40% | 3.99% |
| 2023 | 2.45% | 3.33% |
| 2022 | 2.21% | 3.78% |
| 2021 | 1.68% | 0.61% |
| 2020 | 2.04% | 0.00% |
| 2019 | 2.08% | 0.00% |
| 2018 | 1.65% | 0.00% |
Select Stocks to Compare
Popular: VFVA vs SPYAVRE vs SPY
More Comparisons
Compare with similar stocks