AVDV vs. IB01.L
AVDV (Avantis International Small Cap Value ETF) and IB01.L (iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)) are both exchange-traded funds - AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while IB01.L is a Government Bonds fund tracking the ICE U.S. Treasury Short Bond Index. AVDV is actively managed, while IB01.L is passively managed. Over the past 5 years, AVDV returned 14.16%/yr vs 3.23%/yr for IB01.L. At a 0.02 correlation, their price movements are largely independent. AVDV charges 0.36%/yr vs 0.07%/yr for IB01.L.
Performance
AVDV vs. IB01.L - Performance Comparison
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Returns By Period
In the year-to-date period, AVDV achieves a 16.37% return, which is significantly higher than IB01.L's 1.56% return.
AVDV
- 1D
- 1.20%
- 1M
- 1.32%
- YTD
- 16.37%
- 6M
- 18.24%
- 1Y
- 43.62%
- 3Y*
- 26.98%
- 5Y*
- 14.16%
- 10Y*
- —
IB01.L
- 1D
- 0.03%
- 1M
- 0.28%
- YTD
- 1.56%
- 6M
- 1.77%
- 1Y
- 3.96%
- 3Y*
- 4.71%
- 5Y*
- 3.23%
- 10Y*
- —
AVDV vs. IB01.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 16.37% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 5.01% | 11.78% |
IB01.L iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) | 1.56% | 4.34% | 5.25% | 4.92% | 1.08% | -0.85% | 0.88% | 0.57% |
Correlation
The correlation between AVDV and IB01.L is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.02 |
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Return for Risk
AVDV vs. IB01.L — Risk / Return Rank
AVDV
IB01.L
AVDV vs. IB01.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVDV | IB01.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -9.21 | ||
| Sortino ratioReturn per unit of downside risk | -33.24 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 7.99 | -6.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 114.79 | -111.47 |
| Martin ratioReturn relative to average drawdown | 13.26 | 574.12 | -560.86 |
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Drawdowns
AVDV vs. IB01.L - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, which is greater than IB01.L's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for AVDV and IB01.L.
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Drawdown Indicators
| AVDV | IB01.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.01% | -1.28% | -41.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -0.03% | -13.16% |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | -0.09% | -14.08% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -1.15% | -26.93% |
Current DrawdownCurrent decline from peak | -1.06% | 0.00% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -0.24% | -6.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 0.01% | +3.29% |
Volatility
AVDV vs. IB01.L - Volatility Comparison
Avantis International Small Cap Value ETF (AVDV) has a higher volatility of 6.39% compared to iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L) at 0.09%. This indicates that AVDV's price experiences larger fluctuations and is considered to be riskier than IB01.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVDV | IB01.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 0.09% | +6.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.92% | 0.23% | +13.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 0.33% | +15.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 0.54% | +16.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.76% | 0.79% | +18.97% |
AVDV vs. IB01.L - Expense Ratio Comparison
AVDV has a 0.36% expense ratio, which is higher than IB01.L's 0.07% expense ratio.
Dividends
AVDV vs. IB01.L - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 4.06%, while IB01.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 4.06% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
IB01.L iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVDV and IB01.L have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IB01.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IB01.L is cheaper with a 0.07% expense ratio, compared with 0.36% for AVDV.
AVDV is categorized as Foreign Small & Mid Cap Equities, while IB01.L is Government Bonds. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.36% for AVDV and 0.07% for IB01.L.
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