AVWS.DE vs. IUSN.DE
AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) and IUSN.DE (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap. AVWS.DE is actively managed, while IUSN.DE is passively managed. Over the past year, AVWS.DE returned 34.95% vs 30.05% for IUSN.DE. Their correlation of 0.85 suggests significant overlap in exposure. AVWS.DE charges 0.39%/yr vs 0.35%/yr for IUSN.DE.
Performance
AVWS.DE vs. IUSN.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 IUSN.DE's 14.82% return.
AVWS.DE
- 1D
- 0.39%
- 1M
- 1.51%
- YTD
- 18.30%
- 6M
- 18.97%
- 1Y
- 34.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSN.DE
- 1D
- 0.51%
- 1M
- 3.94%
- YTD
- 14.82%
- 6M
- 15.82%
- 1Y
- 30.05%
- 3Y*
- 14.95%
- 5Y*
- 8.07%
- 10Y*
- —
AVWS.DE vs. IUSN.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% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 3.93% |
Correlation
The correlation between AVWS.DE and IUSN.DE is 0.80, 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 | 0.80 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.85 |
The correlation between AVWS.DE and IUSN.DE has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
AVWS.DE vs. IUSN.DE — Risk / Return Rank
AVWS.DE
IUSN.DE
AVWS.DE vs. IUSN.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 iShares MSCI World Small Cap UCITS ETF (IUSN.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 | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.39 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | 4.20 | +1.24 |
| Martin ratioReturn relative to average drawdown | 20.29 | 15.62 | +4.67 |
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 | IUSN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.19 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.53 | +0.55 |
Drawdowns
AVWS.DE vs. IUSN.DE - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.21%, smaller than the maximum IUSN.DE drawdown of -40.23%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and IUSN.DE.
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Drawdown Indicators
| AVWS.DE | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.21% | -40.23% | +15.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.39% | -7.12% | +0.73% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.32% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.32% | — |
Current DrawdownCurrent decline from peak | -0.39% | 0.00% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -7.03% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.92% | -0.20% |
Volatility
AVWS.DE vs. IUSN.DE - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) is 3.27%, while iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a volatility of 3.46%. This indicates that AVWS.DE experiences smaller price fluctuations and is considered to be less risky than IUSN.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 | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 3.46% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 9.56% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.48% | 13.64% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 16.53% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 18.31% | -0.19% |
AVWS.DE vs. IUSN.DE - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is higher than IUSN.DE's 0.35% expense ratio.
Dividends
AVWS.DE vs. IUSN.DE - Dividend Comparison
Neither AVWS.DE nor IUSN.DE has paid dividends to shareholders.
Frequently Asked Questions
AVWS.DE and IUSN.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSN.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSN.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 IUSN.DE is Global Equities. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.39% for AVWS.DE and 0.35% for IUSN.DE.
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