IEBC.L vs. AVUV
IEBC.L (iShares Core Euro Corporate Bond UCITS ETF (Dist)) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - IEBC.L is a European Corporate Bonds fund tracking the Bloomberg Euro Corp TR EUR, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. IEBC.L is passively managed, while AVUV is actively managed. Over the past 5 years, IEBC.L returned 0.63%/yr vs 12.18%/yr for AVUV. At a 0.11 correlation, their price movements are largely independent. IEBC.L charges 0.20%/yr vs 0.25%/yr for AVUV.
Performance
IEBC.L vs. AVUV - Performance Comparison
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Different Trading Currencies
IEBC.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, IEBC.L achieves a -0.13% return, which is significantly lower than AVUV's 19.88% return.
IEBC.L
- 1D
- 0.26%
- 1M
- 1.06%
- YTD
- -0.13%
- 6M
- -0.18%
- 1Y
- 5.35%
- 3Y*
- 5.31%
- 5Y*
- 0.63%
- 10Y*
- 2.30%
AVUV
- 1D
- 1.22%
- 1M
- 2.00%
- YTD
- 19.88%
- 6M
- 17.87%
- 1Y
- 40.64%
- 3Y*
- 17.40%
- 5Y*
- 12.18%
- 10Y*
- —
IEBC.L vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IEBC.L iShares Core Euro Corporate Bond UCITS ETF (Dist) | -0.13% | 9.43% | -0.07% | 5.85% | -8.39% | -7.87% | 8.96% | -4.24% |
AVUV Avantis US Small Cap Value ETF | 19.88% | -0.22% | 11.19% | 16.68% | 6.40% | 43.54% | 3.31% | 0.87% |
Correlation
The correlation between IEBC.L and AVUV is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2019 | 0.11 |
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Return for Risk
IEBC.L vs. AVUV — Risk / Return Rank
IEBC.L
AVUV
IEBC.L vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Euro Corporate Bond UCITS ETF (Dist) (IEBC.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.
| IEBC.L | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.42 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 5.83 | -4.47 |
| Martin ratioReturn relative to average drawdown | 3.53 | 19.43 | -15.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IEBC.L | AVUV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 2.42 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.57 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.54 | -0.10 |
Drawdowns
IEBC.L vs. AVUV - Drawdown Comparison
The maximum IEBC.L drawdown since its inception was -21.31%, smaller than the maximum AVUV drawdown of -44.37%. Use the drawdown chart below to compare losses from any high point for IEBC.L and AVUV.
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Drawdown Indicators
| IEBC.L | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -44.37% | +23.06% |
Max Drawdown (1Y)Largest decline over 1 year | -3.92% | -7.01% | +3.09% |
Max Drawdown (3Y)Largest decline over 3 years | -3.92% | -29.92% | +26.00% |
Max Drawdown (5Y)Largest decline over 5 years | -16.80% | -29.92% | +13.12% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | — | — |
Current DrawdownCurrent decline from peak | -3.97% | 0.00% | -3.97% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -8.21% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 2.10% | -0.59% |
Volatility
IEBC.L vs. AVUV - Volatility Comparison
The current volatility for iShares Core Euro Corporate Bond UCITS ETF (Dist) (IEBC.L) is 1.37%, while Avantis US Small Cap Value ETF (AVUV) has a volatility of 3.53%. This indicates that IEBC.L experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IEBC.L | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 3.53% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 3.62% | 11.00% | -7.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.73% | 16.90% | -12.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.19% | 21.52% | -15.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.65% | 27.15% | -19.50% |
IEBC.L vs. AVUV - Expense Ratio Comparison
IEBC.L has a 0.20% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IEBC.L vs. AVUV - Dividend Comparison
IEBC.L's dividend yield for the trailing twelve months is around 3.85%, more than AVUV's 1.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.28% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
IEBC.L iShares Core Euro Corporate Bond UCITS ETF (Dist) | 3.85% | 3.76% | 4.10% | 2.89% | 0.94% | 0.97% | 0.93% | 1.30% | 1.09% | 1.72% | 1.94% | 1.22% |
Frequently Asked Questions
IEBC.L and AVUV have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IEBC.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IEBC.L is cheaper with a 0.20% expense ratio, compared with 0.25% for AVUV.
IEBC.L is categorized as European Corporate Bonds, while AVUV is Small Cap Value Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.20% for IEBC.L and 0.25% for AVUV.
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