SGLN.L vs. AVWS.DE
SGLN.L (iShares Physical Gold ETC) and AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) are both exchange-traded funds - SGLN.L is a Gold fund tracking the LBMA Gold Price, while AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. SGLN.L is passively managed, while AVWS.DE is actively managed. Over the past year, SGLN.L returned 24.78% vs 41.44% for AVWS.DE. At a 0.08 correlation, their price movements are largely independent. SGLN.L charges 0.12%/yr vs 0.39%/yr for AVWS.DE.
Performance
SGLN.L vs. AVWS.DE - Performance Comparison
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Different Trading Currencies
SGLN.L is traded in GBp, while AVWS.DE is traded in EUR. To make them comparable, the AVWS.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, SGLN.L achieves a -1.83% return, which is significantly lower than AVWS.DE's 20.32% return.
SGLN.L
- 1D
- 2.90%
- 1M
- -9.54%
- YTD
- -1.83%
- 6M
- -1.90%
- 1Y
- 24.78%
- 3Y*
- 26.65%
- 5Y*
- 18.64%
- 10Y*
- 13.01%
AVWS.DE
- 1D
- 2.20%
- 1M
- 3.51%
- YTD
- 20.32%
- 6M
- 18.37%
- 1Y
- 41.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SGLN.L vs. AVWS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SGLN.L iShares Physical Gold ETC | -1.83% | 53.66% | 4.29% |
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 20.32% | 13.47% | 4.41% |
Correlation
The correlation between SGLN.L and AVWS.DE is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2024 | 0.08 |
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Return for Risk
SGLN.L vs. AVWS.DE — Risk / Return Rank
SGLN.L
AVWS.DE
SGLN.L vs. AVWS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Physical Gold ETC (SGLN.L) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SGLN.L | AVWS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.53 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | 5.94 | -4.81 |
| Martin ratioReturn relative to average drawdown | 3.51 | 23.21 | -19.70 |
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Drawdowns
SGLN.L vs. AVWS.DE - Drawdown Comparison
The maximum SGLN.L drawdown since its inception was -53.23%, which is greater than AVWS.DE's maximum drawdown of -23.54%. Use the drawdown chart below to compare losses from any high point for SGLN.L and AVWS.DE.
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Drawdown Indicators
| SGLN.L | AVWS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.23% | -23.54% | -29.69% |
Max Drawdown (1Y)Largest decline over 1 year | -22.87% | -7.03% | -15.84% |
Max Drawdown (3Y)Largest decline over 3 years | -22.87% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.87% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -22.87% | — | — |
Current DrawdownCurrent decline from peak | -20.64% | 0.00% | -20.64% |
Average DrawdownAverage peak-to-trough decline | -24.70% | -4.19% | -20.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.37% | 1.81% | +5.56% |
Volatility
SGLN.L vs. AVWS.DE - Volatility Comparison
iShares Physical Gold ETC (SGLN.L) has a higher volatility of 6.68% compared to Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) at 3.58%. This indicates that SGLN.L'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
| SGLN.L | AVWS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.68% | 3.58% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 20.78% | 9.71% | +11.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.82% | 14.16% | +9.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 17.29% | +4.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 17.29% | +1.55% |
SGLN.L vs. AVWS.DE - Expense Ratio Comparison
SGLN.L has a 0.12% expense ratio, which is lower than AVWS.DE's 0.39% expense ratio.
Dividends
SGLN.L vs. AVWS.DE - Dividend Comparison
Neither SGLN.L nor AVWS.DE has paid dividends to shareholders.
Frequently Asked Questions
SGLN.L and AVWS.DE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGLN.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGLN.L is cheaper with a 0.12% expense ratio, compared with 0.39% for AVWS.DE.
SGLN.L is categorized as Gold, while AVWS.DE is Foreign Small & Mid Cap Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.12% for SGLN.L and 0.39% for AVWS.DE.
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