AVWS.DE vs. AVEM.DE
AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc) and AVEM.DE (Avantis Emerging Markets Equity UCITS ETF USD Acc) are both exchange-traded funds - AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while AVEM.DE is a Emerging Markets Equities fund actively managed by Avantis. Both are actively managed. Over the past year, AVWS.DE returned 35.01% vs 32.37% for AVEM.DE. At a 0.46 correlation, their price movements are largely independent. AVWS.DE charges 0.39%/yr vs 0.35%/yr for AVEM.DE.
Performance
AVWS.DE vs. AVEM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AVWS.DE achieves a 22.46% return, which is significantly higher than AVEM.DE's 17.97% return.
AVWS.DE
- 1D
- 0.44%
- 1M
- 1.34%
- 6M
- 16.64%
- YTD
- 22.46%
- 1Y
- 35.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVEM.DE
- 1D
- -1.72%
- 1M
- -6.89%
- 6M
- 12.41%
- YTD
- 17.97%
- 1Y
- 32.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVWS.DE vs. AVEM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc | 22.46% | 7.86% | -5.20% |
AVEM.DE Avantis Emerging Markets Equity UCITS ETF USD Acc | 17.97% | 21.39% | -2.44% |
Correlation
The correlation between AVWS.DE and AVEM.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2024 | 0.46 |
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Return for Risk
AVWS.DE vs. AVEM.DE — Risk / Return Rank
AVWS.DE
AVEM.DE
AVWS.DE vs. AVEM.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 (AVWS.DE) and Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEM.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.
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.
| AVWS.DE | AVEM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.31 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 5.52 | 2.76 | +2.75 |
| Martin ratioReturn relative to average drawdown | 21.50 | 9.84 | +11.66 |
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Drawdowns
AVWS.DE vs. AVEM.DE - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.20%, which is greater than AVEM.DE's maximum drawdown of -18.44%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and AVEM.DE.
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Drawdown Indicators
| AVWS.DE | AVEM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.20% | -18.44% | -6.76% |
Max Drawdown (1Y)Largest decline over 1 year | -6.37% | -12.03% | +5.66% |
Current DrawdownCurrent decline from peak | -0.16% | -9.73% | +9.57% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -2.66% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 3.39% | -1.75% |
Volatility
AVWS.DE vs. AVEM.DE - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc (AVWS.DE) is 2.72%, while Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEM.DE) has a volatility of 9.61%. This indicates that AVWS.DE experiences smaller price fluctuations and is considered to be less risky than AVEM.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 | AVEM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.72% | 9.61% | -6.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 18.01% | -8.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 20.27% | -5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.92% | 19.56% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 19.56% | -1.64% |
AVWS.DE vs. AVEM.DE - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is higher than AVEM.DE's 0.35% expense ratio.
Dividends
AVWS.DE vs. AVEM.DE - Dividend Comparison
Neither AVWS.DE nor AVEM.DE has paid dividends to shareholders.
Frequently Asked Questions
AVWS.DE and AVEM.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVEM.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVEM.DE is cheaper with a 0.35% expense ratio, compared with 0.39% for AVWS.DE.
AVWS.DE is categorized as Foreign Small & Mid Cap Equities, while AVEM.DE is Emerging Markets Equities. Their fees differ too: 0.39% for AVWS.DE and 0.35% for AVEM.DE.
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