AVWS.DE vs. AVWC.DE
AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) and AVWC.DE (Avantis Global Equity UCITS ETF USD Acc EUR) are both exchange-traded funds - AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while AVWC.DE is a Global Equities fund actively managed by Avantis. Both are actively managed. Over the past year, AVWS.DE returned 34.95% vs 28.75% for AVWC.DE. A 0.80 correlation means they provide meaningful diversification when combined. AVWS.DE charges 0.39%/yr vs 0.22%/yr for AVWC.DE.
Performance
AVWS.DE vs. AVWC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AVWS.DE achieves a 18.30% return, which is significantly higher than AVWC.DE's 14.36% return.
AVWS.DE
- 1D
- 0.39%
- 1M
- 1.51%
- YTD
- 18.30%
- 6M
- 18.97%
- 1Y
- 34.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVWC.DE
- 1D
- 0.15%
- 1M
- 4.37%
- YTD
- 14.36%
- 6M
- 15.26%
- 1Y
- 28.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVWS.DE vs. AVWC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 18.30% | 7.87% | 5.65% |
AVWC.DE Avantis Global Equity UCITS ETF USD Acc EUR | 14.36% | 9.08% | 6.46% |
Correlation
The correlation between AVWS.DE and AVWC.DE is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.80 |
The correlation between AVWS.DE and AVWC.DE has been stable across timeframes, ranging from 0.74 to 0.80 - a consistent structural relationship.
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Return for Risk
AVWS.DE vs. AVWC.DE — Risk / Return Rank
AVWS.DE
AVWC.DE
AVWS.DE vs. AVWC.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 Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.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 | AVWC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.49 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | 5.22 | +0.22 |
| Martin ratioReturn relative to average drawdown | 20.29 | 19.94 | +0.35 |
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 | AVWC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.58 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 1.24 | -0.16 |
Drawdowns
AVWS.DE vs. AVWC.DE - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.21%, which is greater than AVWC.DE's maximum drawdown of -21.65%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and AVWC.DE.
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Drawdown Indicators
| AVWS.DE | AVWC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.21% | -21.65% | -3.56% |
Max Drawdown (1Y)Largest decline over 1 year | -6.39% | -5.49% | -0.90% |
Current DrawdownCurrent decline from peak | -0.39% | 0.00% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -3.33% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.44% | +0.28% |
Volatility
AVWS.DE vs. AVWC.DE - Volatility Comparison
Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) has a higher volatility of 3.27% compared to Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.DE) at 2.89%. This indicates that AVWS.DE's price experiences larger fluctuations and is considered to be riskier than AVWC.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 | AVWC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 2.89% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 7.84% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.48% | 11.09% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 14.91% | +3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 14.91% | +3.21% |
AVWS.DE vs. AVWC.DE - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is higher than AVWC.DE's 0.22% expense ratio.
Dividends
AVWS.DE vs. AVWC.DE - Dividend Comparison
Neither AVWS.DE nor AVWC.DE has paid dividends to shareholders.
Frequently Asked Questions
AVWS.DE and AVWC.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVWC.DE is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVWC.DE is cheaper with a 0.22% expense ratio, compared with 0.39% for AVWS.DE.
AVWS.DE is categorized as Foreign Small & Mid Cap Equities, while AVWC.DE is Global Equities. Their fees differ too: 0.39% for AVWS.DE and 0.22% for AVWC.DE.
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