AVRE vs KQQQ

AVREAAvantis Real Estate ETF

KQQQDKurv Technology Titans Select 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.

KQQQ The Nasdaq-100's tech, with the non-tech names stripped out: about 40 large technology companies, actively managed, with an options overlay that pays monthly. Fee is 0.99% net of a waiver through September 30, 2027.

Stated mandate

AVRE The fund seeks long-term capital appreciation.

KQQQ The Fund seeks maximum total return through active management of high-conviction technology exposure while also pursuing potentially tax-efficient income.

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.

• KQQQ The purity pitch: it drops the non-technology constituents sitting inside benchmarks like the Nasdaq-100 and concentrates on roughly 40 large tech and growth names instead.businesswire.com
• The options layer is discretionary, not blanket. Calls get written selectively on names management sees as having limited upside, trading away gains there for premium income.businesswire.comsec.gov
• Wide toolkit by design: the prospectus permits shares, options tied to individual tech companies above $10 billion in market cap, and shares of other tech ETFs.sec.gov
• Pays monthly, and the fund discloses that distributions can include return of capital, so you can see what the income is actually made of.

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.

• KQQQ At 0.99% net (1.01% gross, net of a waiver through September 30, 2027) it sits above the category median across 35 funds. VanEck's TRUT covers the sector for 0.14%.
• The income is not a fixed rate. There is no declared target yield, payouts lean on option premiums, and part of a monthly check can be return of capital.kurvinvest.com
• Launched in 2024, concentrated in one sector, and thinly traded as a smaller fund, so the live record is short and bid-ask spreads can run wider than in giant sector funds.

Full AVRE profile⁠

Full KQQQ profile⁠