BIRG.IR vs. AVUV

Last updated Jun 4, 2026

BIRG.IR (Bank of Ireland Group plc) is a stock, while AVUV (Avantis US Small Cap Value ETF) is Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, BIRG.IR returned 32.00%/yr vs 11.75%/yr for AVUV. At a 0.30 correlation, their price movements are largely independent.

Performance

BIRG.IR vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Bank of Ireland Group plc (BIRG.IR) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

BIRG.IR is traded in EUR, while AVUV is traded in USD. To make them comparable, the AVUV values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, BIRG.IR achieves a 8.27% return, which is significantly lower than AVUV's 19.38% return.

BIRG.IR

• 1D: -1.65%
• 1M: 3.05%
• YTD: 8.27%
• 6M: 10.29%
• 1Y: 46.81%
• 3Y*: 30.61%
• 5Y*: 32.00%
• 10Y*: 12.33%

AVUV

• 1D: -0.76%
• 1M: 1.93%
• YTD: 19.38%
• 6M: 17.88%
• 1Y: 33.76%
• 3Y*: 16.08%
• 5Y*: 11.75%
• 10Y*: —

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

BIRG.IR vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BIRG.IR Bank of Ireland Group plc	8.27%	94.34%	17.90%	-5.58%	80.15%	51.09%	-24.23%	43.84%
AVUV Avantis US Small Cap Value ETF	19.38%	-5.31%	16.50%	19.13%	0.98%	52.83%	-2.34%	5.64%

Correlation

The correlation between BIRG.IR and AVUV is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.15
Correlation (3Y) Calculated over the trailing 3-year period	0.17
Correlation (5Y) Calculated over the trailing 5-year period	0.20
Correlation (All Time) Calculated using the full available price history since Sep 27, 2019	0.30

The correlation between BIRG.IR and AVUV shifts across timeframes, from 0.15 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BIRG.IR vs. AVUV — Risk / Return Rank

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

BIRG.IR

BIRG.IR Risk / Return Rank: 82
BIRG.IR Sharpe Ratio Rank: 84
BIRG.IR Sortino Ratio Rank: 79
BIRG.IR Omega Ratio Rank: 77
BIRG.IR Calmar Ratio Rank: 83
BIRG.IR Martin Ratio Rank: 85

AVUV

AVUV Risk / Return Rank: 67
AVUV Sharpe Ratio Rank: 61
AVUV Sortino Ratio Rank: 63
AVUV Omega Ratio Rank: 58
AVUV Calmar Ratio Rank: 84
AVUV Martin Ratio Rank: 72

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.

BIRG.IR vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bank of Ireland Group plc (BIRG.IR) and Avantis US Small Cap Value ETF (AVUV). 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.

	BIRG.IR	AVUV	Difference
Sharpe ratio: Return per unit of total volatility	1.69	1.94	-0.25
Sortino ratio: Return per unit of downside risk	2.27	2.71	-0.44
Omega ratio: Gain probability vs. loss probability	1.28	1.34	-0.06
Calmar ratio: Return relative to maximum drawdown	3.20	5.41	-2.21
Martin ratio: Return relative to average drawdown	8.67	16.71	-8.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BIRG.IR vs. AVUV - Sharpe Ratio Comparison

The current BIRG.IR Sharpe Ratio is 1.69, which is comparable to the AVUV Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of BIRG.IR and AVUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BIRG.IR	AVUV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.69	1.94	-0.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.90	0.53	+0.37
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.28	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.08	0.52	-0.60

Drawdowns

BIRG.IR vs. AVUV - Drawdown Comparison

The maximum BIRG.IR drawdown since its inception was -99.56%, which is greater than AVUV's maximum drawdown of -48.56%. Use the drawdown chart below to compare losses from any high point for BIRG.IR and AVUV.

Drawdown Indicators

	BIRG.IR	AVUV	Difference
Max Drawdown Largest peak-to-trough decline	-99.56%	-48.56%	-51.00%
Max Drawdown (1Y) Largest decline over 1 year	-14.48%	-6.27%	-8.21%
Max Drawdown (3Y) Largest decline over 3 years	-25.58%	-31.93%	+6.35%
Max Drawdown (5Y) Largest decline over 5 years	-27.28%	-31.93%	+4.65%
Max Drawdown (10Y) Largest decline over 10 years	-82.95%	—	—
Current Drawdown Current decline from peak	-92.29%	-0.93%	-91.36%
Average Drawdown Average peak-to-trough decline	-71.14%	-8.82%	-62.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.37%	2.03%	+3.34%

Volatility

BIRG.IR vs. AVUV - Volatility Comparison

Bank of Ireland Group plc (BIRG.IR) has a higher volatility of 6.38% compared to Avantis US Small Cap Value ETF (AVUV) at 3.72%. This indicates that BIRG.IR's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BIRG.IR	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.38%	3.72%	+2.66%
Volatility (6M) Calculated over the trailing 6-month period	19.95%	11.28%	+8.67%
Volatility (1Y) Calculated over the trailing 1-year period	27.46%	17.58%	+9.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.21%	22.36%	+12.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.28%	28.18%	+15.10%

Dividends

BIRG.IR vs. AVUV - Dividend Comparison

BIRG.IR's dividend yield for the trailing twelve months is around 4.06%, more than AVUV's 1.29% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AVUV Avantis US Small Cap Value ETF	1.29%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%	0.00%
BIRG.IR Bank of Ireland Group plc	4.06%	3.24%	10.79%	2.56%	0.56%	0.00%	5.30%	3.28%	2.37%

Frequently Asked Questions

Can I hold both BIRG.IR and AVUV in my portfolio?

BIRG.IR and AVUV have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.