AVRE vs USNG

AVREAAvantis Real Estate ETF

USNGBAmplify Samsung U.S. Natural Gas Infrastructure 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.

USNG Most energy funds hand you the whole barrel. USNG tracks one molecule: natural gas, from wellhead to pipeline to export dock, in a compact active portfolio of roughly 25 US-listed names picked on growth at a reasonable price.

Stated mandate

AVRE The fund seeks long-term capital appreciation.

USNG USNG seeks long-term capital appreciation through primarily U.S.-listed equity securities of natural gas companies benefiting from the U.S. natural gas infrastructure ecosystem across upstream, midstream, and downstream segments.

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.

• USNG One commodity, the full chain: upstream producers, midstream pipelines and downstream users, instead of a broad oil-and-gas basket.amplifyetfs.com
• A 0.59% expense ratio, below the median for its actively managed US equity peer group.
• Stock picking runs through an advertised GARP screen, pairing growth in the gas buildout with a valuation check rather than chasing either alone.amplifyetfs.com
• Built as a standard 1940 Act fund that pays quarterly, so income arrives on a set cadence with 1099 tax reporting, not partnership K-1s.amplifyetfs.com

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.

• USNG Roughly 25 holdings tied to one commodity chain. Gas prices, pipeline approvals and LNG policy move this portfolio hard in both directions.
• A small fund that trades thinly, so spreads can be wide. Limit orders and market-hours trading matter more here than with a mega-cap index fund.
• Launched in 2025, so the track record is short and our review places it in the lower half of its US active equity peer group.

Full AVRE profile⁠

Full USNG profile⁠