AVSG.L vs. AVGS.L
AVSG.L (Avantis Global Small Cap Value UCITS ETF USD Acc) and AVGS.L (Avantis Global Small Cap Value UCITS ETF USD Acc) are both exchange-traded funds - AVSG.L is a Small Cap Value Equities fund actively managed by Avantis, while AVGS.L is a Global Equities fund actively managed by Avantis. Both are actively managed. Over the past year, AVSG.L returned 41.60% vs 37.60% for AVGS.L. Their correlation of 0.88 suggests significant overlap in exposure. Both charge a 0.39% expense ratio.
Performance
AVSG.L vs. AVGS.L - Performance Comparison
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Returns By Period
In the year-to-date period, AVSG.L achieves a 20.47% return, which is significantly higher than AVGS.L's 18.51% return.
AVSG.L
- 1D
- 0.00%
- 1M
- 2.37%
- YTD
- 20.47%
- 6M
- 20.38%
- 1Y
- 41.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVGS.L
- 1D
- 0.50%
- 1M
- 0.89%
- YTD
- 18.51%
- 6M
- 17.92%
- 1Y
- 37.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVSG.L vs. AVGS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVSG.L Avantis Global Small Cap Value UCITS ETF USD Acc | 20.47% | 12.18% | -3.69% |
AVGS.L Avantis Global Small Cap Value UCITS ETF USD Acc | 18.51% | 20.19% | -4.46% |
Correlation
The correlation between AVSG.L and AVGS.L is 0.89, 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 | 0.89 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2024 | 0.88 |
The correlation between AVSG.L and AVGS.L has been stable across timeframes, ranging from 0.88 to 0.89 - a consistent structural relationship.
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Return for Risk
AVSG.L vs. AVGS.L — Risk / Return Rank
AVSG.L
AVGS.L
AVSG.L vs. AVGS.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 Global Small Cap Value UCITS ETF USD Acc (AVGS.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.
| AVSG.L | AVGS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.44 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 6.06 | 4.48 | +1.57 |
| Martin ratioReturn relative to average drawdown | 23.78 | 15.65 | +8.13 |
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Drawdowns
AVSG.L vs. AVGS.L - Drawdown Comparison
The maximum AVSG.L drawdown since its inception was -21.38%, which is greater than AVGS.L's maximum drawdown of -20.23%. Use the drawdown chart below to compare losses from any high point for AVSG.L and AVGS.L.
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Drawdown Indicators
| AVSG.L | AVGS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.38% | -20.23% | -1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -8.39% | +1.49% |
Current DrawdownCurrent decline from peak | 0.00% | -1.22% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -2.90% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.40% | -0.65% |
Volatility
AVSG.L vs. AVGS.L - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc (AVSG.L) is 3.07%, while Avantis Global Small Cap Value UCITS ETF USD Acc (AVGS.L) has a volatility of 3.92%. This indicates that AVSG.L experiences smaller price fluctuations and is considered to be less risky than AVGS.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 | AVGS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 3.92% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 10.63% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.05% | 14.68% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.79% | 16.91% | -1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 16.91% | -1.12% |
AVSG.L vs. AVGS.L - Expense Ratio Comparison
Both AVSG.L and AVGS.L have an expense ratio of 0.39%.
Dividends
AVSG.L vs. AVGS.L - Dividend Comparison
Neither AVSG.L nor AVGS.L has paid dividends to shareholders.
Frequently Asked Questions
AVSG.L and AVGS.L have a correlation of 0.89, 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.
AVSG.L and AVGS.L have the same expense ratio: 0.39% per year.
AVSG.L is categorized as Small Cap Value Equities, while AVGS.L is Global Equities.
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