AVWS.DE vs. 4GLD.DE
AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) and 4GLD.DE (Xetra-Gold) are both exchange-traded funds - AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while 4GLD.DE is a Gold fund tracking the LBMA Gold Price. AVWS.DE is actively managed, while 4GLD.DE is passively managed. Over the past year, AVWS.DE returned 34.17% vs 27.88% for 4GLD.DE. At a 0.14 correlation, their price movements are largely independent. AVWS.DE charges 0.39%/yr vs 0.00%/yr for 4GLD.DE.
Performance
AVWS.DE vs. 4GLD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AVWS.DE achieves a 18.42% return, which is significantly higher than 4GLD.DE's -0.02% return.
AVWS.DE
- 1D
- 0.10%
- 1M
- 2.09%
- YTD
- 18.42%
- 6M
- 17.61%
- 1Y
- 34.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
4GLD.DE
- 1D
- -0.35%
- 1M
- -6.50%
- YTD
- -0.02%
- 6M
- 3.79%
- 1Y
- 27.88%
- 3Y*
- 27.05%
- 5Y*
- 19.19%
- 10Y*
- 12.76%
AVWS.DE vs. 4GLD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 18.42% | 7.86% | 5.81% |
4GLD.DE Xetra-Gold | -0.02% | 49.32% | 4.48% |
Correlation
The correlation between AVWS.DE and 4GLD.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2024 | 0.14 |
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Return for Risk
AVWS.DE vs. 4GLD.DE — Risk / Return Rank
AVWS.DE
4GLD.DE
AVWS.DE vs. 4GLD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) and Xetra-Gold (4GLD.DE). 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.
| AVWS.DE | 4GLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.15 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.24 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 5.38 | 1.63 | +3.74 |
| Martin ratioReturn relative to average drawdown | 19.94 | 4.17 | +15.77 |
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
| AVWS.DE | 4GLD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.36 | 1.22 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.19 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.67 | +0.43 |
Drawdowns
AVWS.DE vs. 4GLD.DE - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.20%, smaller than the maximum 4GLD.DE drawdown of -36.79%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and 4GLD.DE.
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Drawdown Indicators
| AVWS.DE | 4GLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.20% | -36.79% | +11.59% |
Max Drawdown (1Y)Largest decline over 1 year | -6.37% | -17.28% | +10.91% |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.23% | — |
Current DrawdownCurrent decline from peak | -0.31% | -17.28% | +16.97% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -12.02% | +6.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 6.78% | -5.07% |
Volatility
AVWS.DE vs. 4GLD.DE - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) is 3.26%, while Xetra-Gold (4GLD.DE) has a volatility of 5.23%. This indicates that AVWS.DE experiences smaller price fluctuations and is considered to be less risky than 4GLD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVWS.DE | 4GLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 5.23% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 20.23% | -10.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 23.20% | -8.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 16.15% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 14.49% | +3.76% |
AVWS.DE vs. 4GLD.DE - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is higher than 4GLD.DE's 0.00% expense ratio.
Dividends
AVWS.DE vs. 4GLD.DE - Dividend Comparison
Neither AVWS.DE nor 4GLD.DE has paid dividends to shareholders.
Frequently Asked Questions
AVWS.DE and 4GLD.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4GLD.DE is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4GLD.DE is cheaper with a 0.00% expense ratio, compared with 0.39% for AVWS.DE.
AVWS.DE is categorized as Foreign Small & Mid Cap Equities, while 4GLD.DE is Gold. They also come from different issuers: Avantis and Deutsche Börse Commodities. Their fees differ too: 0.39% for AVWS.DE and 0.00% for 4GLD.DE.
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