AVGS.L vs. SBUY.L
AVGS.L (Avantis Global Small Cap Value UCITS ETF USD Acc) and SBUY.L (Invesco Global Buyback Achievers UCITS ETF) are both Global Equities funds. AVGS.L is actively managed, while SBUY.L is passively managed. Over the past year, AVGS.L returned 37.10% vs 23.75% for SBUY.L. Their correlation of 0.81 suggests significant overlap in exposure. Both charge a 0.39% expense ratio.
Performance
AVGS.L vs. SBUY.L - Performance Comparison
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Different Trading Currencies
AVGS.L is traded in USD, while SBUY.L is traded in GBp. To make them comparable, the SBUY.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AVGS.L achieves a 18.60% return, which is significantly higher than SBUY.L's 6.89% return.
AVGS.L
- 1D
- -0.35%
- 1M
- 3.43%
- YTD
- 18.60%
- 6M
- 18.74%
- 1Y
- 37.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SBUY.L
- 1D
- 0.43%
- 1M
- 3.23%
- YTD
- 6.89%
- 6M
- 8.48%
- 1Y
- 23.75%
- 3Y*
- 20.58%
- 5Y*
- 10.07%
- 10Y*
- 12.66%
AVGS.L vs. SBUY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVGS.L Avantis Global Small Cap Value UCITS ETF USD Acc | 18.60% | 20.19% | -0.40% |
SBUY.L Invesco Global Buyback Achievers UCITS ETF | 6.89% | 30.78% | -4.35% |
Correlation
The correlation between AVGS.L and SBUY.L is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2024 | 0.81 |
The correlation between AVGS.L and SBUY.L has been stable across timeframes, ranging from 0.81 to 0.81 - a consistent structural relationship.
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Return for Risk
AVGS.L vs. SBUY.L — Risk / Return Rank
AVGS.L
SBUY.L
AVGS.L vs. SBUY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Global Small Cap Value UCITS ETF USD Acc (AVGS.L) and Invesco Global Buyback Achievers UCITS ETF (SBUY.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.
| AVGS.L | SBUY.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.36 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 4.52 | 3.35 | +1.17 |
| Martin ratioReturn relative to average drawdown | 15.85 | 11.30 | +4.56 |
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Drawdowns
AVGS.L vs. SBUY.L - Drawdown Comparison
The maximum AVGS.L drawdown since its inception was -20.23%, smaller than the maximum SBUY.L drawdown of -42.16%. Use the drawdown chart below to compare losses from any high point for AVGS.L and SBUY.L.
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Drawdown Indicators
| AVGS.L | SBUY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.23% | -42.16% | +21.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.39% | -7.06% | -1.33% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.45% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.71% | — |
Current DrawdownCurrent decline from peak | -1.15% | 0.00% | -1.15% |
Average DrawdownAverage peak-to-trough decline | -2.91% | -13.31% | +10.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.10% | +0.29% |
Volatility
AVGS.L vs. SBUY.L - Volatility Comparison
Avantis Global Small Cap Value UCITS ETF USD Acc (AVGS.L) has a higher volatility of 4.29% compared to Invesco Global Buyback Achievers UCITS ETF (SBUY.L) at 2.62%. This indicates that AVGS.L's price experiences larger fluctuations and is considered to be riskier than SBUY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGS.L | SBUY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 2.62% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 8.50% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 11.35% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 15.85% | +1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 16.71% | +0.28% |
AVGS.L vs. SBUY.L - Expense Ratio Comparison
Both AVGS.L and SBUY.L have an expense ratio of 0.39%.
Dividends
AVGS.L vs. SBUY.L - Dividend Comparison
AVGS.L has not paid dividends to shareholders, while SBUY.L's dividend yield for the trailing twelve months is around 1.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGS.L Avantis Global Small Cap Value UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SBUY.L Invesco Global Buyback Achievers UCITS ETF | 1.72% | 1.86% | 1.80% | 1.73% | 1.91% | 1.20% | 1.62% | 1.90% | 1.31% | 1.16% | 1.60% | 1.27% |
Frequently Asked Questions
AVGS.L and SBUY.L have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.39% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
AVGS.L and SBUY.L have the same expense ratio: 0.39% per year.
They also come from different issuers: Avantis and Invesco.
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