AVWS.DE vs. VBR
Compare and contrast key facts about Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) and Vanguard Small-Cap Value ETF (VBR).
AVWS.DE and VBR 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. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004.
Performance
AVWS.DE vs. VBR - Performance Comparison
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AVWS.DE vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 9.76% | 7.87% | 5.65% |
VBR Vanguard Small-Cap Value ETF | 5.19% | -3.86% | 7.09% |
Different Trading Currencies
AVWS.DE is traded in EUR, while VBR is traded in USD. To make them comparable, the VBR values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AVWS.DE achieves a 9.76% return, which is significantly higher than VBR's 5.19% return.
AVWS.DE
- 1D
- 1.61%
- 1M
- -1.62%
- YTD
- 9.76%
- 6M
- 15.30%
- 1Y
- 25.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VBR
- 1D
- 0.31%
- 1M
- -3.79%
- YTD
- 5.19%
- 6M
- 6.74%
- 1Y
- 11.15%
- 3Y*
- 11.15%
- 5Y*
- 8.03%
- 10Y*
- 9.98%
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AVWS.DE vs. VBR - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
AVWS.DE vs. VBR — Risk / Return Rank
AVWS.DE
VBR
AVWS.DE vs. VBR - 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 Vanguard Small-Cap Value ETF (VBR). 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 | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.49 | +0.81 |
Sortino ratioReturn per unit of downside risk | 1.71 | 0.82 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.12 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 0.74 | +2.05 |
Martin ratioReturn relative to average drawdown | 11.79 | 2.71 | +9.08 |
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 | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.49 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.41 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.38 | +0.48 |
Correlation
The correlation between AVWS.DE and VBR is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AVWS.DE vs. VBR - Dividend Comparison
AVWS.DE has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.90%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
AVWS.DE vs. VBR - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.21%, smaller than the maximum VBR drawdown of -59.02%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and VBR.
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Drawdown Indicators
| AVWS.DE | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.21% | -61.98% | +36.77% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -14.18% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.28% | — |
Current DrawdownCurrent decline from peak | -2.07% | -5.75% | +3.68% |
Average DrawdownAverage peak-to-trough decline | -5.67% | -8.32% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 3.46% | -1.33% |
Volatility
AVWS.DE vs. VBR - Volatility Comparison
Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) has a higher volatility of 5.25% compared to Vanguard Small-Cap Value ETF (VBR) at 4.62%. This indicates that AVWS.DE's price experiences larger fluctuations and is considered to be riskier than VBR 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 | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 4.62% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.94% | 11.65% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.19% | 22.80% | -3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.78% | 19.43% | -0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 22.05% | -3.27% |