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AVRE vs BMED

Avantis Real Estate ETF

AVREANYSE Arca

iShares Health Innovation Active ETF

BMEDBNYSE Arca

Overlap

Expense ratio

AVRE −0.38pt a year

AVRE0.17%BMED0.55%

Avg volume · 30D

AVRE 36.1×the volume

AVRE77.8KBMED2.15K

5Y return · a year

BMED +3.7pt

AVRE+0.5%BMED+4.2%

AVRE vs BMED Performance

Oct 29, 2021 – Oct 30, 2026

+2.7%AVRE+23.0%BMED

Oct 29, 2021 to Oct 30, 2026. AVRE +2.7%. BMED +23.0%. Use the arrow keys to read each point.−30%−20%−10%10%Oct 2021Apr 2024Oct 2026
Expense ratio
AVRE 0.17%, better
BMED 0.55%
Fund size
AVRE $883M
BMED $15M
1Y total return
AVRE +8.1%
BMED +28.3%, better
Yield (12M)
AVRE 2.99%, better
BMED 0.22%
Holdings
AVRE 329
BMED 61
Avg volume (30D)
AVRE 77.8K sh, better
BMED 2.15K sh
NAV per share
AVRE $45.98
BMED $36.46
52W range

ETF.net Grade

AVRE: Cost 88, Risk 57, Mission not scored, Tradability 71, Holdings 87, Durability 78. BMED: Cost 72, Risk 61, Mission 77, Tradability 31, Holdings 74, Durability 60.
Pillar letters and Scores for AVRE, BMED, with each pillar’s weight
PillarAVREBMED
Cost30% weightA88HigherA72
Mission25% weightNot scoredA77
Risk15% weightB57B61Higher
Tradability15% weightA71HigherD31
Holdings10% weightA87HigherA74
Durability5% weightA78HigherB60

Rank among US Active Sector funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AVRE and BMED are both graded against the same 35 US Active Sector funds, so their Grades compare head to head.

US Active Sector⁠

Category · 35 funds
See all 35 ›

AVRE ranks 1st and BMED 7th of 35 funds in the US Active Sector Category.

  1. Rank 1AAVREAvantis Real Estate ETFScore 77
  2. Rank 2APSRInvesco Active U.S. Real Estate ETFScore 70
  3. Rank 6BTRUCVanEck Communication Services TruSector ETFScore 64
  4. Rank 7BBMEDiShares Health Innovation Active ETFScore 61
  5. Rank 7BLFSCF/M Emerald Life Sciences Innovation ETFScore 61

Our read on each fund

ETF.net Research

AVREAAvantis Real Estate ETF

BMEDBiShares Health Innovation Active ETF

In short

AVRE Landlord exposure at index-fund pricing. AVRE holds roughly 300 REITs and property companies worldwide, measured against the S&P Global REIT Index, for 0.17% a year while the typical fund in its active-equity peer group charges far more.

BMED Most health ETFs are a shelf of mega-cap pharma. BMED's stock pickers hunt the other end: roughly 60 innovative and emerging health names tilted to mid and small caps worldwide, 0.55% net of a waiver through June 30, 2027.

Stated mandate

AVRE The fund seeks long-term capital appreciation.

BMED The Fund seeks to maximize total return through active investment in innovative and emerging healthcare companies.

Why people hold it

  • AVRE 0.17% a year, a fraction of the median expense ratio in its active-equity peer group. Fees are the one part of a real estate return you know in advance.avantisinvestors.com
  • Global by design: US and developed-market property owners across roughly 300 names, so no single office tower or mall operator sets the tone.avantisinvestors.com
  • Rent shows up on a schedule. The fund distributes quarterly, and its stated objective is long-term capital appreciation rather than a yield target.avantisinvestors.com
  • On cost and structure it sits among the strongest implementations in its peer group, with a clean record: no structural flags, no scoring caps.
  • BMED Mandate is specific: at least 80% of net assets in health sciences stocks, with the focus on mid- and small-cap innovators anywhere in the world, emerging markets included.sec.gov
  • 0.55% net of a waiver through June 30, 2027 (0.77% gross), below the median fee among the 35 active sector funds in its group.
  • Reach goes past drugmakers: devices, diagnostics, REITs that own hospitals, even animal and plant health sit inside the prospectus definition.sec.gov
  • About 60 names means each pick carries weight, and the portfolio matches the innovation mandate it advertises, one of the stronger builds in its active sector peer group.

Worth knowing

  • AVRE One sector, one story. Real estate reacts hard to interest rates and credit conditions, so this moves on its own schedule versus a broad stock fund.
  • Global reach means foreign-currency property markets ride along, adding exchange-rate movement on top of the underlying real estate returns.avantisinvestors.com
  • Launched in 2021, so its live history is short next to REIT funds that have been through multiple property cycles.
  • BMED Small fund, light trading. Spreads can widen and the market price can drift from net asset value, which bites hardest on bigger orders.sec.gov
  • Mid caps, small caps and emerging-market names in a book of about 60 stocks move harder in both directions than mega-cap pharma.sec.gov
  • That 0.55% leans on a waiver running to June 30, 2027; gross is 0.77%. Active healthcare peer TMED charges 0.44% with no waiver attached.

Full AVRE profile⁠

Full BMED profile⁠

AVRE vs BMED Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AVRE vs BMED Cost

Overpaying BMED vs AVRE

$7,358

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AVRE 0.17%

    $3,546

  • BMED 0.55%

    $10,904

$10,000
30 years

Cost over time

  • AVRE 0.17%
  • BMED 0.55%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2.5K$5K$7.5K$10K$12.5K051015202530BMED $10,904AVRE $3,546

Year by year

YearAVREBMEDOverpaying
10$310$988$678
20$1,211$3,790$2,579
30$3,546$10,904$7,358

Expense ratio

  • 0.17%AVRE, cheaper
  • 0.55%BMED
  • Middle half of US Active Sector funds
  • Median 0.61%

AVRE 5th cheapest of 35 funds

BMED 10th cheapest of 35 funds

AVRE vs BMED Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AVRE 2.99%, better
BMED 0.22%
Payout (12M)
AVRE $1.38
BMED $0.08
Last payment
AVRE $0.40
BMED $0.08
Ex-dividend
AVRE Sep 8, 2026
BMED Jun 15, 2026
Paid on
AVRE Sep 10, 2026
BMED Jun 18, 2026
Frequency
AVRE Quarterly
BMED Irregular

Distribution history

Per share, 2021 to 2026, same scale for both

AVREQuarterly · 20 paymentsAll AVRE payments⁠
One bar per payment. 20 payments from 2021 to 2026 YTD. Dec 16, 2021 $0.34; Mar 22, 2022 $0.15; Jun 21, 2022 $0.15; Sep 20, 2022 $0.34; Dec 15, 2022 $0.41; Mar 23, 2023 $0.26; Jun 20, 2023 $0.28; Sep 21, 2023 $0.42; Dec 18, 2023 $0.49; Mar 21, 2024 $0.26; Jun 24, 2024 $0.36; Sep 23, 2024 $0.66; Dec 17, 2024 $0.40; Mar 25, 2025 $0.27; Jun 24, 2025 $0.40; Sep 23, 2025 $0.65; Dec 16, 2025 $0.55; Mar 10, 2026 $0.04; Jun 9, 2026 $0.39; Sep 8, 2026 $0.40. Use the arrow keys to read each point.$0$0.5020232026YTD
BMEDIrregular · 2 paymentsAll BMED payments⁠
One bar per payment. 2 payments from 2021 to 2026 YTD. Dec 20, 2023 $0.0072; Jun 15, 2026 $0.08. Use the arrow keys to read each point.$0$0.5020232026YTD

AVRE vs BMED Risk

Fall from peak · 5 years

  • AVRE
  • BMED
Oct 29, 2021 to Oct 30, 2026. Worst fall: BMED −32.1% · Sep 2022. Use the arrow keys to read each point.−30%−20%−10%0%Oct 2021Apr 2024Oct 2026

Risk facts

VolatilityStd dev, 3 years
AVRE 15.6%BMED 15.3%, better
Return per unit of riskSharpe ratio, 3 years
AVRE 0.53BMED 1.03, better
Worst fallMax drawdown, 5 years
AVRE −33.3%BMED −32.1%, better
Market sensitivityBeta, 5 years
AVRE 0.90BMED 0.74

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