AVSG.L vs. AVEG.L
AVSG.L (Avantis Global Small Cap Value UCITS ETF USD Acc) and AVEG.L (Avantis Emerging Markets Equity UCITS ETF USD Acc) are both exchange-traded funds - AVSG.L is a Small Cap Value Equities fund actively managed by Avantis, while AVEG.L is a Emerging Markets Diversified fund actively managed by Avantis. Both are actively managed. Over the past year, AVSG.L returned 38.58% vs 44.97% for AVEG.L. At a 0.41 correlation, their price movements are largely independent. AVSG.L charges 0.39%/yr vs 0.35%/yr for AVEG.L.
Performance
AVSG.L vs. AVEG.L - Performance Comparison
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Different Trading Currencies
AVSG.L is traded in USD, while AVEG.L is traded in GBP. To make them comparable, the AVEG.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AVSG.L achieves a 17.60% return, which is significantly lower than AVEG.L's 22.03% return.
AVSG.L
- 1D
- 0.38%
- 1M
- 2.33%
- YTD
- 17.60%
- 6M
- 18.13%
- 1Y
- 38.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVEG.L
- 1D
- -1.20%
- 1M
- 4.99%
- YTD
- 22.03%
- 6M
- 25.29%
- 1Y
- 44.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVSG.L vs. AVEG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AVSG.L Avantis Global Small Cap Value UCITS ETF USD Acc | 17.60% | 16.50% |
AVEG.L Avantis Emerging Markets Equity UCITS ETF USD Acc | 22.03% | 26.09% |
Correlation
The correlation between AVSG.L and AVEG.L is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2025 | 0.42 |
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Return for Risk
AVSG.L vs. AVEG.L — Risk / Return Rank
AVSG.L
AVEG.L
AVSG.L vs. AVEG.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 (AVSG.L) and Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEG.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.
| AVSG.L | AVEG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.44 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 5.57 | 3.41 | +2.16 |
| Martin ratioReturn relative to average drawdown | 21.27 | 13.16 | +8.11 |
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
| AVSG.L | AVEG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.99 | 2.50 | +0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.06 | 2.26 | -1.20 |
Drawdowns
AVSG.L vs. AVEG.L - Drawdown Comparison
The maximum AVSG.L drawdown since its inception was -21.38%, which is greater than AVEG.L's maximum drawdown of -13.65%. Use the drawdown chart below to compare losses from any high point for AVSG.L and AVEG.L.
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Drawdown Indicators
| AVSG.L | AVEG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.38% | -13.65% | -7.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -13.13% | +6.23% |
Current DrawdownCurrent decline from peak | -0.55% | -2.26% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -2.05% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 3.41% | -1.60% |
Volatility
AVSG.L vs. AVEG.L - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc (AVSG.L) is 3.39%, while Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEG.L) has a volatility of 7.30%. This indicates that AVSG.L experiences smaller price fluctuations and is considered to be less risky than AVEG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVSG.L | AVEG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 7.30% | -3.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 15.13% | -6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 17.96% | -5.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 19.30% | -3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 19.30% | -3.43% |
AVSG.L vs. AVEG.L - Expense Ratio Comparison
AVSG.L has a 0.39% expense ratio, which is higher than AVEG.L's 0.35% expense ratio.
Dividends
AVSG.L vs. AVEG.L - Dividend Comparison
Neither AVSG.L nor AVEG.L has paid dividends to shareholders.
Frequently Asked Questions
AVSG.L and AVEG.L have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVEG.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVEG.L is cheaper with a 0.35% expense ratio, compared with 0.39% for AVSG.L.
AVSG.L is categorized as Small Cap Value Equities, while AVEG.L is Emerging Markets Diversified. Their fees differ too: 0.39% for AVSG.L and 0.35% for AVEG.L.
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