DEGT.DE vs. AVWS.DE

Last updated Jun 5, 2026

DEGT.DE (Dimensional Global Targeted Value UCITS ETF USD Acc) and AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) are both exchange-traded funds - DEGT.DE is a Small Cap Value Equities fund actively managed by Dimensional, while AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure. DEGT.DE charges 0.44%/yr vs 0.39%/yr for AVWS.DE.

Performance

DEGT.DE vs. AVWS.DE - 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 Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DEGT.DE achieves a 9.50% return, which is significantly lower than AVWS.DE's 18.30% return.

DEGT.DE

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

AVWS.DE

• 1D: 0.39%
• 1M: 1.51%
• YTD: 18.30%
• 6M: 18.97%
• 1Y: 34.95%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DEGT.DE vs. AVWS.DE - Yearly Performance Comparison

	2026 (YTD)	2025
DEGT.DE Dimensional Global Targeted Value UCITS ETF USD Acc	9.50%	6.38%
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR	18.30%	4.77%

Correlation

The correlation between DEGT.DE and AVWS.DE is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.81

Return for Risk

DEGT.DE vs. AVWS.DE — 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: 80
AVWS.DE Sharpe Ratio Rank: 75
AVWS.DE Sortino Ratio Rank: 75
AVWS.DE Omega Ratio Rank: 71
AVWS.DE Calmar Ratio Rank: 90
AVWS.DE Martin Ratio Rank: 90

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. AVWS.DE - 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 Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE). 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	AVWS.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.40	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.03	1.08	+1.95

Drawdowns

DEGT.DE vs. AVWS.DE - Drawdown Comparison

The maximum DEGT.DE drawdown since its inception was -7.06%, smaller than the maximum AVWS.DE drawdown of -25.21%. Use the drawdown chart below to compare losses from any high point for DEGT.DE and AVWS.DE.

Drawdown Indicators

	DEGT.DE	AVWS.DE	Difference
Max Drawdown Largest peak-to-trough decline	-7.06%	-25.21%	+18.15%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.39%	—
Current Drawdown Current decline from peak	0.00%	-0.39%	+0.39%
Average Drawdown Average peak-to-trough decline	-1.38%	-5.13%	+3.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.72%	—

Volatility

Volatility by Period

	DEGT.DE	AVWS.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.27%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.60%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.91%	14.48%	-3.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.91%	18.12%	-7.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.91%	18.12%	-7.21%

DEGT.DE vs. AVWS.DE - Expense Ratio Comparison

DEGT.DE has a 0.44% expense ratio, which is higher than AVWS.DE's 0.39% expense ratio.

Dividends

DEGT.DE vs. AVWS.DE - Dividend Comparison

Neither DEGT.DE nor AVWS.DE has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

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

DEGT.DE and AVWS.DE have a correlation of 0.81, 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 AVWS.DE?

On fees, AVWS.DE is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DEGT.DE or AVWS.DE?

AVWS.DE is cheaper with a 0.39% expense ratio, compared with 0.44% for DEGT.DE.

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

DEGT.DE is categorized as Small Cap Value Equities, while AVWS.DE is Foreign Small & Mid Cap Equities. They also come from different issuers: Dimensional and Avantis. Their fees differ too: 0.44% for DEGT.DE and 0.39% for AVWS.DE.