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Sunday, August 23, 2026The Morning Brief →Sign in

Avantis Real Estate ETF

$48.26-0.19% today
434952-WK

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.

Price & daily flows
48.046.244.448.26DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +10.6% so far this year. At 0.17% a year it is not the cheapest way in — ITDG runs the same ground at 0.11%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$578Massets under management
0.17%expense ratio · $17 per $10,000 a year
net flow, trailing month
68Kavg daily volume, 30 days
321holdings
2021listed September 27, 2021 · beta 0.35
Performance
1 week-0.5%
1 month-0.6%
3 months+1.0%
6 months+2.8%
YTD+10.6%
1 year+7.0%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
11%realized volatility, 30 days (annualized)
12%realized volatility, 1 year
-9.4%deepest fall from a peak, 1 year
-2.3%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
37Kshares traded
The case against AVRE

Due diligence cuts both ways. These funds sit on the same shelf and beat AVRE on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
USRT iShares Core U.S. REIT ETF0.08%$3.7B-9bp on fee · 6× the assetsHead-to-head
VNQ Vanguard Real Estate Index Fund0.12%$36.5B-5bp on fee · 63× the assetsHead-to-head
VNQI Vanguard Global ex-U.S. Real Estate Index Fund0.12%$3.6B-5bp on fee · 6× the assetsHead-to-head
REET iShares Global REIT ETF0.14%$4.7B-3bp on fee · 8× the assetsHead-to-head
ICF iShares Cohen & Steers REIT ETF0.33%$2B3× the assetsHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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