IUSN.DE vs. AVWS.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) are both exchange-traded funds - IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap, while AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. IUSN.DE is passively managed, while AVWS.DE is actively managed. Over the past year, IUSN.DE returned 30.05% vs 34.95% for AVWS.DE. Their correlation of 0.85 suggests significant overlap in exposure. IUSN.DE charges 0.35%/yr vs 0.39%/yr for AVWS.DE.
Performance
IUSN.DE vs. AVWS.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSN.DE achieves a 14.82% return, which is significantly lower than AVWS.DE's 18.30% return.
IUSN.DE
- 1D
- 0.51%
- 1M
- 3.94%
- YTD
- 14.82%
- 6M
- 15.82%
- 1Y
- 30.05%
- 3Y*
- 14.95%
- 5Y*
- 8.07%
- 10Y*
- —
AVWS.DE
- 1D
- 0.39%
- 1M
- 1.51%
- YTD
- 18.30%
- 6M
- 18.97%
- 1Y
- 34.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSN.DE vs. AVWS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 3.93% |
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 18.30% | 7.87% | 5.65% |
Correlation
The correlation between IUSN.DE and AVWS.DE is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.85 |
The correlation between IUSN.DE and AVWS.DE has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. AVWS.DE — Risk / Return Rank
IUSN.DE
AVWS.DE
IUSN.DE vs. AVWS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Small Cap UCITS ETF (IUSN.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.
| IUSN.DE | AVWS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.42 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 5.44 | -1.24 |
| Martin ratioReturn relative to average drawdown | 15.62 | 20.29 | -4.67 |
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
| IUSN.DE | AVWS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.40 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 1.08 | -0.55 |
Drawdowns
IUSN.DE vs. AVWS.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than AVWS.DE's maximum drawdown of -25.21%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and AVWS.DE.
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Drawdown Indicators
| IUSN.DE | AVWS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -25.21% | -15.02% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -6.39% | -0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.39% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -5.13% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.72% | +0.20% |
Volatility
IUSN.DE vs. AVWS.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) at 3.27%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than AVWS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSN.DE | AVWS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 3.27% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 9.60% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 14.48% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 18.12% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 18.12% | +0.19% |
IUSN.DE vs. AVWS.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is lower than AVWS.DE's 0.39% expense ratio.
Dividends
IUSN.DE vs. AVWS.DE - Dividend Comparison
Neither IUSN.DE nor AVWS.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and AVWS.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSN.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSN.DE is cheaper with a 0.35% expense ratio, compared with 0.39% for AVWS.DE.
IUSN.DE is categorized as Global Equities, while AVWS.DE is Foreign Small & Mid Cap Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.35% for IUSN.DE and 0.39% for AVWS.DE.
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