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NTSG.DE vs. AVWS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NTSG.DE vs. AVWS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree Global Efficient Core UCITS ETF USD Accumulating (NTSG.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.

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Returns By Period

In the year-to-date period, NTSG.DE achieves a 8.92% return, which is significantly lower than AVWS.DE's 18.30% return.


NTSG.DE

1D
0.04%
1M
5.20%
YTD
8.92%
6M
7.87%
1Y
20.71%
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)

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


Correlation

The correlation between NTSG.DE and AVWS.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2024

0.59

The correlation between NTSG.DE and AVWS.DE shifts across timeframes, from 0.48 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

NTSG.DE vs. AVWS.DE — Risk / Return Rank

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

NTSG.DE
NTSG.DE Risk / Return Rank: 5959
Overall Rank
NTSG.DE Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
NTSG.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
NTSG.DE Omega Ratio Rank: 5656
Omega Ratio Rank
NTSG.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
NTSG.DE Martin Ratio Rank: 6464
Martin Ratio Rank

AVWS.DE
AVWS.DE Risk / Return Rank: 8080
Overall Rank
AVWS.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
AVWS.DE Sortino Ratio Rank: 7575
Sortino Ratio Rank
AVWS.DE Omega Ratio Rank: 7171
Omega Ratio Rank
AVWS.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
AVWS.DE Martin Ratio Rank: 9090
Martin Ratio Rank
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.

NTSG.DE vs. AVWS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Global Efficient Core UCITS ETF USD Accumulating (NTSG.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.


NTSG.DEAVWS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.55

Sortino ratioReturn per unit of downside risk

-0.74

Omega ratioGain probability vs. loss probability

1.34

1.42

-0.08

Calmar ratioReturn relative to maximum drawdown

3.29

5.44

-2.15

Martin ratioReturn relative to average drawdown

11.64

20.29

-8.65

NTSG.DE vs. AVWS.DE - Sharpe Ratio Comparison

The current NTSG.DE Sharpe Ratio is 1.86, which is comparable to the AVWS.DE Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of NTSG.DE and AVWS.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NTSG.DEAVWS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.86

2.40

-0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

1.08

-0.29

Drawdowns

NTSG.DE vs. AVWS.DE - Drawdown Comparison

The maximum NTSG.DE drawdown since its inception was -19.64%, smaller than the maximum AVWS.DE drawdown of -25.21%. Use the drawdown chart below to compare losses from any high point for NTSG.DE and AVWS.DE.


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Drawdown Indicators


NTSG.DEAVWS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.64%

-25.21%

+5.57%

Max Drawdown (1Y)

Largest decline over 1 year

-6.26%

-6.39%

+0.13%

Current Drawdown

Current decline from peak

-0.09%

-0.39%

+0.30%

Average Drawdown

Average peak-to-trough decline

-3.69%

-5.13%

+1.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.77%

1.72%

+0.05%

Volatility

NTSG.DE vs. AVWS.DE - Volatility Comparison

WisdomTree Global Efficient Core UCITS ETF USD Accumulating (NTSG.DE) and Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) have volatilities of 3.24% and 3.27%, 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.


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Volatility by Period


NTSG.DEAVWS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.24%

3.27%

-0.03%

Volatility (6M)

Calculated over the trailing 6-month period

8.09%

9.60%

-1.51%

Volatility (1Y)

Calculated over the trailing 1-year period

11.12%

14.48%

-3.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.30%

18.12%

-3.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.30%

18.12%

-3.82%

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

NTSG.DE has a 0.25% expense ratio, which is lower than AVWS.DE's 0.39% expense ratio.


Dividends

NTSG.DE vs. AVWS.DE - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


NTSG.DE and AVWS.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

NTSG.DE is cheaper with a 0.25% expense ratio, compared with 0.39% for AVWS.DE.

NTSG.DE is categorized as Global Allocation, while AVWS.DE is Foreign Small & Mid Cap Equities. They also come from different issuers: WisdomTree and Avantis. Their fees differ too: 0.25% for NTSG.DE and 0.39% for AVWS.DE.

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