AVWS.DE vs. WELU.DE
AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) and WELU.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc) are both exchange-traded funds - AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while WELU.DE is a Technology Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. AVWS.DE is actively managed, while WELU.DE is passively managed. Over the past year, AVWS.DE returned 34.95% vs 44.17% for WELU.DE. At a 0.45 correlation, their price movements are largely independent. AVWS.DE charges 0.39%/yr vs 0.18%/yr for WELU.DE.
Performance
AVWS.DE vs. WELU.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 lower than WELU.DE's 21.54% return.
AVWS.DE
- 1D
- 0.39%
- 1M
- 1.51%
- YTD
- 18.30%
- 6M
- 18.97%
- 1Y
- 34.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WELU.DE
- 1D
- -1.73%
- 1M
- 12.92%
- YTD
- 21.54%
- 6M
- 20.01%
- 1Y
- 44.17%
- 3Y*
- 27.35%
- 5Y*
- —
- 10Y*
- —
AVWS.DE vs. WELU.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% |
WELU.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc | 21.54% | 9.54% | 11.04% |
Correlation
The correlation between AVWS.DE and WELU.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.45 |
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Return for Risk
AVWS.DE vs. WELU.DE — Risk / Return Rank
AVWS.DE
WELU.DE
AVWS.DE vs. WELU.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 Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.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 | WELU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.35 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | 2.70 | +2.74 |
| Martin ratioReturn relative to average drawdown | 20.29 | 6.94 | +13.35 |
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 | WELU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.15 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 1.52 | -0.44 |
Drawdowns
AVWS.DE vs. WELU.DE - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.21%, smaller than the maximum WELU.DE drawdown of -28.67%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and WELU.DE.
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Drawdown Indicators
| AVWS.DE | WELU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.21% | -28.67% | +3.46% |
Max Drawdown (1Y)Largest decline over 1 year | -6.39% | -16.26% | +9.87% |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.67% | — |
Current DrawdownCurrent decline from peak | -0.39% | -2.65% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -4.74% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 6.35% | -4.63% |
Volatility
AVWS.DE vs. WELU.DE - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) is 3.27%, while Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE) has a volatility of 6.70%. This indicates that AVWS.DE experiences smaller price fluctuations and is considered to be less risky than WELU.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 | WELU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 6.70% | -3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 14.75% | -5.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.48% | 20.41% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 22.28% | -4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 22.28% | -4.16% |
AVWS.DE vs. WELU.DE - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is higher than WELU.DE's 0.18% expense ratio.
Dividends
AVWS.DE vs. WELU.DE - Dividend Comparison
Neither AVWS.DE nor WELU.DE has paid dividends to shareholders.
Frequently Asked Questions
AVWS.DE and WELU.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELU.DE is cheaper with a 0.18% expense ratio, compared with 0.39% for AVWS.DE.
AVWS.DE is categorized as Foreign Small & Mid Cap Equities, while WELU.DE is Technology Equities. They also come from different issuers: Avantis and Amundi. Their fees differ too: 0.39% for AVWS.DE and 0.18% for WELU.DE.
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