AVWS.DE vs. WSCVX

Last updated Apr 2, 2026

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.

Performance

AVWS.DE vs. WSCVX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) and Walthausen Small Cap Value Fund (WSCVX). The values are adjusted to include any dividend payments, if applicable.

AVWS.DE vs. WSCVX - 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%
WSCVX Walthausen Small Cap Value Fund	9.43%	0.30%	25.93%

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

The year-to-date returns for both stocks are quite close, with AVWS.DE having a 9.76% return and WSCVX slightly lower at 9.43%.

AVWS.DE

• 1D: 1.61%
• 1M: -1.62%
• YTD: 9.76%
• 6M: 15.30%
• 1Y: 25.03%
• 3Y*: —
• 5Y*: —
• 10Y*: —

WSCVX

• 1D: 1.53%
• 1M: -5.28%
• YTD: 9.43%
• 6M: 11.54%
• 1Y: 20.90%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

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.

WSCVX

Walthausen Small Cap Value Fund

AVWS.DE

Avantis Global Small Cap Value UCITS ETF USD Acc EUR

Return for Risk

AVWS.DE vs. WSCVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVWS.DE

AVWS.DE Risk / Return Rank: 76
AVWS.DE Sharpe Ratio Rank: 71
AVWS.DE Sortino Ratio Rank: 65
AVWS.DE Omega Ratio Rank: 67
AVWS.DE Calmar Ratio Rank: 87
AVWS.DE Martin Ratio Rank: 89

WSCVX

WSCVX Risk / Return Rank: 78
WSCVX Sharpe Ratio Rank: 76
WSCVX Sortino Ratio Rank: 78
WSCVX Omega Ratio Rank: 67
WSCVX Calmar Ratio Rank: 86
WSCVX Martin Ratio Rank: 82

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	1.30	0.96	+0.34
Sortino ratio Return per unit of downside risk	1.71	1.41	+0.31
Omega ratio Gain probability vs. loss probability	1.26	1.20	+0.06
Calmar ratio Return relative to maximum drawdown	2.79	1.42	+1.37
Martin ratio Return relative to average drawdown	11.79	5.18	+6.61
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVWS.DE vs. WSCVX - Sharpe Ratio Comparison

The current AVWS.DE Sharpe Ratio is 1.30, which is higher than the WSCVX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of AVWS.DE and WSCVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AVWS.DE	WSCVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.30	0.96	+0.34
Sharpe Ratio (All Time) Calculated using the full available price history	0.86	0.87	-0.01

Correlation

The correlation between AVWS.DE and WSCVX is 0.50, 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. WSCVX - Dividend Comparison

AVWS.DE has not paid dividends to shareholders, while WSCVX's dividend yield for the trailing twelve months is around 12.29%.

	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	12.29%	13.23%	28.71%	9.08%

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.

Drawdown Indicators

	AVWS.DE	WSCVX	Difference
Max Drawdown Largest peak-to-trough decline	-25.21%	-22.34%	-2.87%
Max Drawdown (1Y) Largest decline over 1 year	-15.43%	-13.05%	-2.38%
Current Drawdown Current decline from peak	-2.07%	-6.81%	+4.74%
Average Drawdown Average peak-to-trough decline	-5.67%	-4.41%	-1.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.13%	3.45%	-1.32%

Volatility

AVWS.DE vs. WSCVX - Volatility Comparison

Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) has a higher volatility of 5.25% compared to Walthausen Small Cap Value Fund (WSCVX) at 4.74%. This indicates that AVWS.DE's price experiences larger fluctuations and is considered to be riskier than WSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVWS.DE	WSCVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.25%	4.74%	+0.51%
Volatility (6M) Calculated over the trailing 6-month period	10.94%	12.57%	-1.63%
Volatility (1Y) Calculated over the trailing 1-year period	19.19%	23.02%	-3.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.78%	22.96%	-4.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.78%	22.96%	-4.18%