AVWS.DE vs. WSCVX
Compare and contrast key facts about Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) and Walthausen Small Cap Value Fund (WSCVX).
AVWS.DE is an actively managed fund by Avantis. It was launched on Sep 25, 2024. WSCVX is managed by Walthausen Funds. It was launched on Feb 1, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVWS.DE or WSCVX.
Correlation
The correlation between AVWS.DE and WSCVX is 0.33, 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. WSCVX - Performance Comparison
Key characteristics
AVWS.DE:
23.17%
WSCVX:
26.41%
AVWS.DE:
-25.21%
WSCVX:
-56.30%
AVWS.DE:
-16.03%
WSCVX:
-51.05%
Returns By Period
In the year-to-date period, AVWS.DE achieves a -10.12% return, which is significantly lower than WSCVX's -6.80% return.
AVWS.DE
-10.12%
8.24%
-6.23%
N/A
N/A
N/A
WSCVX
-6.80%
8.74%
-13.47%
-12.74%
-0.67%
-4.58%
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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.
Risk-Adjusted Performance
AVWS.DE vs. WSCVX — Risk-Adjusted Performance Rank
AVWS.DE
WSCVX
AVWS.DE vs. WSCVX - 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 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.
Not enough dataDividends
AVWS.DE vs. WSCVX - Dividend Comparison
Neither AVWS.DE nor WSCVX has paid dividends to shareholders.
| 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% |
WSCVX Walthausen Small Cap Value Fund | 0.00% | 0.00% | 0.19% | 0.37% | 0.03% | 0.96% | 0.10% | 0.00% | 0.00% | 0.06% | 0.31% | 13.99% |
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 -56.30%. Use the drawdown chart below to compare losses from any high point for AVWS.DE and WSCVX. For additional features, visit the drawdowns tool.
Volatility
AVWS.DE vs. WSCVX - Volatility Comparison
Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) and Walthausen Small Cap Value Fund (WSCVX) have volatilities of 13.09% and 13.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.