DEGT.DE vs. AVUV

Last updated Jun 5, 2026

DEGT.DE (Dimensional Global Targeted Value UCITS ETF USD Acc) and AVUV (Avantis US Small Cap Value ETF) are both Small Cap Value Equities funds. Both are actively managed. A 0.62 correlation means they provide meaningful diversification when combined. DEGT.DE charges 0.44%/yr vs 0.25%/yr for AVUV.

Performance

DEGT.DE vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Dimensional Global Targeted Value UCITS ETF USD Acc (DEGT.DE) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

DEGT.DE 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, DEGT.DE achieves a 9.50% return, which is significantly lower than AVUV's 19.99% return.

DEGT.DE

• 1D: 0.65%
• 1M: 2.88%
• YTD: 9.50%
• 6M: 11.22%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVUV

• 1D: -0.65%
• 1M: 1.39%
• YTD: 19.99%
• 6M: 18.28%
• 1Y: 36.50%
• 3Y*: 15.59%
• 5Y*: 11.87%
• 10Y*: —

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

DEGT.DE vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025
DEGT.DE Dimensional Global Targeted Value UCITS ETF USD Acc	9.50%	6.38%
AVUV Avantis US Small Cap Value ETF	19.99%	6.16%

Correlation

The correlation between DEGT.DE and AVUV is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.62

Return for Risk

DEGT.DE vs. AVUV — Risk / Return Rank

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

AVUV

AVUV Risk / Return Rank: 71
AVUV Sharpe Ratio Rank: 66
AVUV Sortino Ratio Rank: 68
AVUV Omega Ratio Rank: 62
AVUV Calmar Ratio Rank: 86
AVUV Martin Ratio Rank: 75

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.

DEGT.DE vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Targeted Value UCITS ETF USD Acc (DEGT.DE) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	DEGT.DE	AVUV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.10	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.53	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.03	0.53	+2.51

Drawdowns

DEGT.DE vs. AVUV - Drawdown Comparison

The maximum DEGT.DE drawdown since its inception was -7.06%, smaller than the maximum AVUV drawdown of -48.56%. Use the drawdown chart below to compare losses from any high point for DEGT.DE and AVUV.

Drawdown Indicators

	DEGT.DE	AVUV	Difference
Max Drawdown Largest peak-to-trough decline	-7.06%	-48.56%	+41.50%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.27%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-31.93%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.93%	—
Current Drawdown Current decline from peak	0.00%	-0.65%	+0.65%
Average Drawdown Average peak-to-trough decline	-1.38%	-8.81%	+7.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.03%	—

Volatility

Volatility by Period

	DEGT.DE	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.58%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.22%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.91%	17.44%	-6.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.91%	22.35%	-11.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.91%	28.17%	-17.26%

DEGT.DE vs. AVUV - Expense Ratio Comparison

DEGT.DE has a 0.44% expense ratio, which is higher than AVUV's 0.25% expense ratio.

Dividends

DEGT.DE vs. AVUV - Dividend Comparison

DEGT.DE has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.30%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVUV Avantis US Small Cap Value ETF	1.30%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%
DEGT.DE Dimensional Global Targeted Value UCITS ETF USD Acc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DEGT.DE and AVUV in my portfolio?

DEGT.DE and AVUV have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DEGT.DE or AVUV?

On fees, AVUV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DEGT.DE or AVUV?

AVUV is cheaper with a 0.25% expense ratio, compared with 0.44% for DEGT.DE.

What is the main difference between DEGT.DE and AVUV?

They also come from different issuers: Dimensional and Avantis. Their fees differ too: 0.44% for DEGT.DE and 0.25% for AVUV.