AVWS.DE vs. WSCVX
AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) and WSCVX (Walthausen Small Cap Value Fund) are both funds - AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while WSCVX is a Small Cap Value Equities fund managed by Walthausen Funds. Over the past year, AVWS.DE returned 34.22% vs 42.81% for WSCVX. A 0.51 correlation means they provide meaningful diversification when combined. AVWS.DE charges 0.39%/yr vs 1.21%/yr for WSCVX.
Performance
AVWS.DE vs. WSCVX - Performance Comparison
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Different Trading Currencies
AVWS.DE is traded in EUR, while WSCVX is traded in USD. To make them comparable, the WSCVX 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 17.83% return, which is significantly lower than WSCVX's 23.91% return.
AVWS.DE
- 1D
- -0.33%
- 1M
- 2.49%
- YTD
- 17.83%
- 6M
- 19.23%
- 1Y
- 34.22%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WSCVX
- 1D
- 0.85%
- 1M
- 4.49%
- YTD
- 23.91%
- 6M
- 23.33%
- 1Y
- 42.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVWS.DE vs. WSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 17.83% | 7.87% | 5.65% |
WSCVX Walthausen Small Cap Value Fund | 23.91% | 0.30% | 25.93% |
Correlation
The correlation between AVWS.DE and WSCVX is 0.51, 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 | 0.51 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.51 |
The correlation between AVWS.DE and WSCVX has been stable across timeframes, ranging from 0.51 to 0.51 - a consistent structural relationship.
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Return for Risk
AVWS.DE vs. WSCVX — Risk / Return Rank
AVWS.DE
WSCVX
AVWS.DE vs. WSCVX - 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 Walthausen Small Cap Value Fund (WSCVX). 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 | WSCVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.46 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 5.33 | 6.20 | -0.87 |
| Martin ratioReturn relative to average drawdown | 19.87 | 20.73 | -0.86 |
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 | WSCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.35 | 2.73 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 1.07 | -0.01 |
Drawdowns
AVWS.DE vs. WSCVX - Drawdown Comparison
The maximum AVWS.DE drawdown since its inception was -25.21%, smaller than the maximum WSCVX drawdown of -27.12%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and WSCVX.
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Drawdown Indicators
| AVWS.DE | WSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.21% | -27.12% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -6.39% | -7.49% | +1.10% |
Current DrawdownCurrent decline from peak | -0.78% | 0.00% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -5.14% | -6.09% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 2.23% | -0.51% |
Volatility
AVWS.DE vs. WSCVX - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) is 3.25%, while Walthausen Small Cap Value Fund (WSCVX) has a volatility of 4.76%. This indicates that AVWS.DE experiences smaller price fluctuations and is considered to be less risky than WSCVX 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 | WSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 4.76% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 10.89% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 17.04% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.14% | 22.55% | -4.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 22.55% | -4.41% |
AVWS.DE vs. WSCVX - Expense Ratio Comparison
AVWS.DE has a 0.39% expense ratio, which is lower than WSCVX's 1.21% expense ratio.
Dividends
AVWS.DE vs. WSCVX - Dividend Comparison
AVWS.DE has not paid dividends to shareholders, while WSCVX's dividend yield for the trailing twelve months is around 10.78%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 0.00% | 0.00% | 0.00% | 0.00% |
WSCVX Walthausen Small Cap Value Fund | 10.78% | 13.23% | 28.71% | 9.08% |
Frequently Asked Questions
AVWS.DE and WSCVX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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