AVWS.DE vs. SPY
Compare and contrast key facts about Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) and SPDR S&P 500 ETF (SPY).
AVWS.DE and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVWS.DE is an actively managed fund by Avantis. It was launched on Sep 25, 2024. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVWS.DE or SPY.
Correlation
The correlation between AVWS.DE and SPY is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AVWS.DE vs. SPY - Performance Comparison
Key characteristics
AVWS.DE:
23.12%
SPY:
20.05%
AVWS.DE:
-25.21%
SPY:
-55.19%
AVWS.DE:
-15.34%
SPY:
-7.79%
Returns By Period
In the year-to-date period, AVWS.DE achieves a -9.38% return, which is significantly lower than SPY's -3.56% return.
AVWS.DE
-9.38%
9.13%
-5.18%
N/A
N/A
N/A
SPY
-3.56%
11.52%
-0.47%
11.62%
16.42%
12.25%
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AVWS.DE vs. SPY - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AVWS.DE vs. SPY — Risk-Adjusted Performance Rank
AVWS.DE
SPY
AVWS.DE vs. SPY - Risk-Adjusted Performance 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 SPDR S&P 500 ETF (SPY). 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.
Not enough dataDividends
AVWS.DE vs. SPY - Dividend Comparison
AVWS.DE has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AVWS.DE vs. SPY - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.21%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
AVWS.DE vs. SPY - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) is 11.77%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.12%. This indicates that AVWS.DE experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.