CUS1.L vs. AVUV

Last updated Apr 1, 2026

Compare and contrast key facts about iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) and Avantis US Small Cap Value ETF (AVUV).

CUS1.L and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CUS1.L is a passively managed fund by iShares that tracks the performance of the Russell 2000 TR USD. It was launched on Jul 1, 2009. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019. Both CUS1.L and AVUV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

CUS1.L vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

CUS1.L vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
CUS1.L iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)	1.50%	2.68%	11.54%	11.30%	-7.26%	19.95%	14.64%	0.93%
AVUV Avantis US Small Cap Value ETF	10.67%	-0.22%	11.19%	16.68%	6.40%	43.54%	3.31%	0.87%

Different Trading Currencies

CUS1.L is traded in GBp, while AVUV is traded in USD. To make them comparable, the AVUV values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, CUS1.L achieves a 1.50% return, which is significantly lower than AVUV's 10.67% return.

CUS1.L

• 1D: 0.46%
• 1M: -5.18%
• YTD: 1.50%
• 6M: 5.80%
• 1Y: 18.89%
• 3Y*: 8.52%
• 5Y*: 5.11%
• 10Y*: 10.70%

AVUV

• 1D: 1.73%
• 1M: -0.04%
• YTD: 10.67%
• 6M: 13.59%
• 1Y: 25.76%
• 3Y*: 13.53%
• 5Y*: 11.38%
• 10Y*: —

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

CUS1.L vs. AVUV - Expense Ratio Comparison

CUS1.L has a 0.43% expense ratio, which is higher than AVUV's 0.25% expense ratio.

CUS1.L

iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)

AVUV

Avantis US Small Cap Value ETF

Return for Risk

CUS1.L vs. AVUV — Risk / Return Rank

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

CUS1.L

CUS1.L Risk / Return Rank: 53
CUS1.L Sharpe Ratio Rank: 56
CUS1.L Sortino Ratio Rank: 53
CUS1.L Omega Ratio Rank: 51
CUS1.L Calmar Ratio Rank: 51
CUS1.L Martin Ratio Rank: 53

AVUV

AVUV Risk / Return Rank: 74
AVUV Sharpe Ratio Rank: 73
AVUV Sortino Ratio Rank: 75
AVUV Omega Ratio Rank: 71
AVUV Calmar Ratio Rank: 76
AVUV Martin Ratio Rank: 76

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.

CUS1.L vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) 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.

	CUS1.L	AVUV	Difference
Sharpe ratio Return per unit of total volatility	0.99	1.09	-0.11
Sortino ratio Return per unit of downside risk	1.39	1.58	-0.18
Omega ratio Gain probability vs. loss probability	1.19	1.23	-0.04
Calmar ratio Return relative to maximum drawdown	1.30	1.86	-0.56
Martin ratio Return relative to average drawdown	5.07	6.55	-1.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CUS1.L vs. AVUV - Sharpe Ratio Comparison

The current CUS1.L Sharpe Ratio is 0.99, which is comparable to the AVUV Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of CUS1.L and AVUV, 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

	CUS1.L	AVUV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.99	1.09	-0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.53	-0.26
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.66	0.49	+0.17

Correlation

The correlation between CUS1.L and AVUV is 0.59, 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

CUS1.L vs. AVUV - Dividend Comparison

CUS1.L has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.41%.

	TTM	2025	2024	2023	2022	2021	2020	2019
CUS1.L iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AVUV Avantis US Small Cap Value ETF	1.41%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%

Drawdowns

CUS1.L vs. AVUV - Drawdown Comparison

The maximum CUS1.L drawdown since its inception was -35.26%, smaller than the maximum AVUV drawdown of -44.37%. Use the drawdown chart below to compare losses from any high point for CUS1.L and AVUV.

Drawdown Indicators

	CUS1.L	AVUV	Difference
Max Drawdown Largest peak-to-trough decline	-35.26%	-49.42%	+14.16%
Max Drawdown (1Y) Largest decline over 1 year	-13.33%	-15.43%	+2.10%
Max Drawdown (5Y) Largest decline over 5 years	-28.89%	-28.79%	-0.10%
Max Drawdown (10Y) Largest decline over 10 years	-35.26%	—	—
Current Drawdown Current decline from peak	-5.65%	-4.14%	-1.51%
Average Drawdown Average peak-to-trough decline	-6.45%	-8.14%	+1.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.43%	3.91%	-0.48%

Volatility

CUS1.L vs. AVUV - Volatility Comparison

iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) and Avantis US Small Cap Value ETF (AVUV) have volatilities of 4.93% and 4.82%, 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.

Volatility by Period

	CUS1.L	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.93%	4.82%	+0.11%
Volatility (6M) Calculated over the trailing 6-month period	10.93%	13.03%	-2.10%
Volatility (1Y) Calculated over the trailing 1-year period	19.10%	23.68%	-4.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.94%	21.73%	-2.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.56%	27.46%	-7.90%