Avantis Real Estate ETF (AVRE)
Performance
The fund's own total return, a year on average over the longer periods; volatility is the yearly standard deviation of its returns.
Volatility 15.2% over one year, 16.0% over three; Sharpe ratio over three years 0.37.
Largest components
| WELLWelltower Inc | 7.80% | Real Estate | |
| PLDPrologis Inc | 6.45% | Real Estate | |
| EQIXEquinix Inc | 5.41% | Real Estate | |
| AMTAmerican Tower Corp | 4.41% | Real Estate | |
| SPGSimon Property Group Inc | 3.63% | Real Estate | |
| DLRDigital Realty Trust Inc | 3.49% | Real Estate | |
| PSAPublic Storage | 2.88% | Real Estate | |
| ORealty Income Corporation | 2.63% | Real Estate | |
| EQREquity Residential | 2.55% | Real Estate | |
| VTRVentas Inc | 2.50% | Real Estate |
Sectors
Regions
Asset classes
About the fund
- Issuer
- Avantis Investors
- Since
- 2021-09-29
- Listed on
- NYSE ARCA
- ISIN
- US0250723568
- Turnover
- 5% a year
The fund invests primarily in a diverse group of real estate securities globally, in particular real estate investment trusts (REITs) and REIT-like entities, across a variety of property sectors. Under normal market conditions, it will invest at least 80% of its assets in securities issued by REITs and other companies engaged in the real estate industry (collectively, real estate securities). The manager may also engage in securities lending and invest the fund's collateral in eligible securities, such as a government money market fund.
From the market data provider's fund data, read 2026-10-19. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.