AVEM.L vs. AVGC.L
AVEM.L (Avantis Emerging Markets Equity UCITS ETF USD Acc) and AVGC.L (Avantis Global Equity UCITS ETF USD Accumulating) are both exchange-traded funds - AVEM.L is a Emerging Markets Equities fund actively managed by Avantis, while AVGC.L is a Global Equities fund tracking the MSCI World IMI Index. AVEM.L is actively managed, while AVGC.L is passively managed. Both charge a 0.35% expense ratio.
Performance
AVEM.L vs. AVGC.L - Performance Comparison
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Returns By Period
AVEM.L
- 1D
- -1.11%
- 1M
- -2.81%
- YTD
- 16.34%
- 6M
- 18.51%
- 1Y
- 37.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVGC.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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Return for Risk
AVEM.L vs. AVGC.L — Risk / Return Rank
AVEM.L
AVGC.L
AVEM.L vs. AVGC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEM.L) and Avantis Global Equity UCITS ETF USD Accumulating (AVGC.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.
| AVEM.L | AVGC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | — | — |
| Martin ratioReturn relative to average drawdown | 11.01 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVEM.L | AVGC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.91 | — | — |
Drawdowns
AVEM.L vs. AVGC.L - Drawdown Comparison
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Drawdown Indicators
| AVEM.L | AVGC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | — | — |
Current DrawdownCurrent decline from peak | -7.02% | — | — |
Average DrawdownAverage peak-to-trough decline | -2.11% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | — | — |
Volatility
AVEM.L vs. AVGC.L - Volatility Comparison
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Volatility by Period
| AVEM.L | AVGC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.86% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.86% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.86% | — | — |
AVEM.L vs. AVGC.L - Expense Ratio Comparison
Both AVEM.L and AVGC.L have an expense ratio of 0.35%.
Dividends
AVEM.L vs. AVGC.L - Dividend Comparison
Neither AVEM.L nor AVGC.L has paid dividends to shareholders.
Frequently Asked Questions
Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
AVEM.L and AVGC.L have the same expense ratio: 0.35% per year.
AVEM.L is categorized as Emerging Markets Equities, while AVGC.L is Global Equities.
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