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AVRE - ETF AI Analysis
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Avantis Real Estate ETF (AVRE)
Rating:66Neutral
Price Target:
$48.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Prologis and Welltower, have shown strong year-to-date performance, supporting the ETF's overall returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, which helps maximize investor returns over time.
Global Diversification
The fund includes exposure to multiple countries outside the U.S., such as Australia, Japan, and the UK, reducing reliance on a single market.
Negative Factors
Sector Concentration
The ETF is heavily concentrated in the real estate sector, which makes it vulnerable to downturns in this specific industry.
Underperforming Holdings
Some top holdings, like Equinix and Digital Realty, have shown weak year-to-date performance, which could drag on overall returns.
Heavy U.S. Exposure
With over 70% of its assets in U.S.-based companies, the fund is highly exposed to domestic market risks.
AVRE vs. SPDR S&P 500 ETF (SPY)
AUM662.84M
RegionGlobal
Expense Ratio0.17%
Beta0.47
IssuerAvantis
Inception DateSep 28, 2021
Dividend Yield3.92%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume70,946
30 Day Avg. Volume56,894
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
50.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering317
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVRE Summary
The Avantis Real Estate ETF (AVRE) is an investment fund focused on the real estate sector, including residential, commercial, and industrial properties. It holds shares in well-known companies like Prologis and Welltower, giving investors exposure to the real estate market's growth potential. This ETF is a good option for those looking to diversify their portfolio with real estate assets, which can provide stability and long-term growth. However, new investors should be aware that the ETF’s performance can be affected by the cyclical nature of the real estate market, meaning its value may rise and fall with economic conditions.
How much will it cost me?The Avantis Real Estate ETF (AVRE) has an expense ratio of 0.17%, which means you’ll pay $1.70 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as they typically have higher costs due to the research and management involved in selecting investments.
What would affect this ETF?The Avantis Real Estate ETF (AVRE) could benefit from positive trends such as increasing demand for commercial and industrial properties, driven by e-commerce growth and urbanization, as well as potential global economic recovery boosting real estate values. However, rising interest rates and tighter lending conditions could negatively impact the sector by increasing borrowing costs for property developers and reducing overall investment activity. Additionally, regulatory changes or economic slowdowns in key markets could pose risks to the ETF's performance.
AVRE Top 10 Holdings
The Avantis Real Estate ETF (AVRE) is heavily concentrated in the real estate sector, with top holdings like Prologis and Welltower driving steady performance thanks to strong cash flow and strategic growth. However, American Tower and Equinix have been lagging, weighed down by valuation concerns and technical weakness. Digital Realty is also struggling to gain traction, adding to the mixed results. While the fund benefits from global exposure, its reliance on real estate giants means performance hinges on sector trends, making it a solid but cyclical choice for investors seeking real estate-focused diversification.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 7.16% | $47.31M | $135.39B | 43.50% | 72 Outperform | |
| Prologis | 6.42% | $42.44M | $117.46B | 8.08% | 79 Outperform | |
| American Tower | 4.73% | $31.25M | $84.49B | -9.62% | 65 Neutral | |
| Equinix | 4.43% | $29.29M | $76.28B | -15.58% | 79 Outperform | |
| Simon Property | 3.10% | $20.49M | $59.09B | 0.56% | 74 Outperform | |
| Digital Realty | 2.97% | $19.61M | $54.17B | -14.76% | 70 Outperform | |
| Realty Income | 2.78% | $18.37M | $52.43B | 0.28% | 72 Outperform | |
| Public Storage | 2.68% | $17.69M | $47.42B | -18.82% | 68 Neutral | |
| Goodman Group | 2.64% | $17.46M | AU$60.75B | -24.30% | 54 Neutral | |
| Crown Castle | 2.16% | $14.28M | $39.43B | -12.86% | 46 Neutral |
AVRE Technical Analysis
Negative
―
Price Trends
44.28
Negative
44.00
Negative
43.11
Positive
Market Momentum
-0.13
Positive
40.32
Neutral
11.96
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVRE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 44.26, equal to the 50-day MA of 44.28, and equal to the 200-day MA of 43.11, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 40.32 is Neutral, neither overbought nor oversold. The STOCH value of 11.96 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AVRE.
AVRE Peer Comparison
Comparison Results
Performance Comparison
AVRE
Avantis Real Estate ETF
43.58
0.66
1.54%
EIPI
FT Energy Income Partners Enhanced Income ETF
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VGSR
Vert Global Sustainable Real Estate ETF
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EIPX
FT Energy Income Partners Strategy ETF
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DFNL
Davis Select Financial Etf
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CSRE
Cohen & Steers Real Estate Active ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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