Compare · 2 funds side by side · dividends reinvested

AVRE and REET

AVREAvantis×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,038REET · best of the two

02 / 04

AVRE and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.39%+12.2%+12.6%+15.1%+2.0%−11.3%12.5%$4.8B1.1

Avantis Real Estate ETFSectors · Real estate0.17%2.89%+11.5%+11.9%+14.1%+1.2%−10.5%12.6%$890M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVRE 2021 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $890M$10,633

AVRE

REET

iShares Global REIT ETF · $4.8B$11,038

$10,000 five years ago, dividends reinvested · they hold 83.0% in common

AVREMeasureREET

+11.5%Year to dateJan 1 → Nov 4+12.2%

+11.9%1 yearTotal return+12.6%

+14.1%3 years · per year$10,000 became $14,863 · $15,230+15.1%

+1.2%5 years · per year$10,000 became $10,633 · $11,038+2.0%

0.17%Expense ratio$17 · $14 a year on $10k · lower is better0.14%

2.89%Trailing 12-mo yield$289 · $339 a year on $10k3.39%

−10.5%Worst dropSmaller is better−11.3%

12.6%VolatilityLower is calmer12.5%

AVREREET Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7REET wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVRE vs REET: Top 5 Holdings

Today

AVRE

27.9%in top 5

REET

in top 529.9%

AVREStockREET

7.9%WELL9.7%

6.2%PLD6.8%

5.6%EQIX5.6%

4.4%AMTnot top 5

3.8%SPG4.0%

not top 5DLR3.7%

Held in common83.0%

End-of-day Nov 4, 2026 · share of each fund

AVRE vs REET Returns, Every Period

AvantisAVRE

+1.2%

5 years, per year

REETiShares

+2.0%

5 years, per year

AVREREETFaded: behind in that period

0–4REET wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVRE vs REET

YTD

AvantisAVRE

+11.5%

REETiShares

+12.2%

+11.5%Year to date+12.2%

−10.5%Worst drop · 1Y−11.3%

12.6%Volatility · 1Y12.5%

2.9%Yield3.4%

$890MAssets$4.8B

3–1REET wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVRE, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

AVRE0.17%$17

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVRE, REET

3.39%highest, REET

FundTrailing yieldYield$10k

REET3.39%$339

AVRE2.89%$289

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

AVRE$289 − $17 = $272

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVRE, REET

Today

83.0%most shared, AVRE and REET

AVREREET

AVRE—83.0%

REET83.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.6%REET, at 12.5% volatility

REETWorst drop−11.3%12.5% vol

AVREWorst drop−10.5%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REETAVRE

+12.2%Year to date+11.5%

3.4%Yield2.9%

+12.6%Past year+11.9%

0.14%Fee0.17%

4–0REET wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026