AVRE vs REIT

AVREAAvantis Real Estate ETF

REITCALPS Active REIT 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.

REIT Real estate, hand-picked. About 30 US REITs chosen name by name instead of a whole-sector scoop, aiming for total return from dividends plus price appreciation. Concentrated on purpose, and it pays quarterly.

Stated mandate

AVRE The fund seeks long-term capital appreciation.

REIT The fund seeks total return from dividends and capital appreciation by investing at least 80% of net assets in publicly traded REIT equity securities, primarily US REITs.

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.

• REIT Stock picking, not a sector scoop: roughly 30 REITs, each one a deliberate call that carries real weight in the portfolio.
• The mandate is narrow by design: at least 80% of net assets in publicly traded REIT equity, primarily US names. Real estate, not a fund that dabbles in it.alpsfunds.com
• Two ways to get paid are written into the objective: dividend income and capital appreciation. Distributions arrive on a quarterly schedule.
• Holds its own in the upper half of a crowded active US equity peer group, which is not nothing for a niche sector fund.

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.

• REIT Active management costs money: 0.68% a year, a shade above the typical active US equity ETF and multiples of broad low-cost peers like DFAU (0.12%) and AVLC (0.15%).
• Small fund, thin trading. Spreads can widen, especially in fast markets, and limit orders are the usual workaround.
• One sector, about 30 names, launched in 2021: no cushion from the rest of the market, and a short history to judge the manager by.

Full AVRE profile⁠

Full REIT profile⁠