WSGE vs. AVGV
WSGE (Warren Street Global Equity ETF) and AVGV (Avantis All Equity Markets Value ETF) are both Global Equities funds. Both are actively managed. Their correlation of 0.89 suggests significant overlap in exposure. WSGE charges 0.80%/yr vs 0.26%/yr for AVGV.
Performance
WSGE vs. AVGV - Performance Comparison
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Returns By Period
In the year-to-date period, WSGE achieves a 9.17% return, which is significantly lower than AVGV's 14.95% return.
WSGE
- 1D
- -2.89%
- 1M
- 0.15%
- YTD
- 9.17%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVGV
- 1D
- -2.19%
- 1M
- 0.67%
- YTD
- 14.95%
- 6M
- 16.14%
- 1Y
- 33.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WSGE vs. AVGV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WSGE Warren Street Global Equity ETF | 9.17% | 0.31% |
AVGV Avantis All Equity Markets Value ETF | 14.95% | 1.59% |
Correlation
The correlation between WSGE and AVGV is 0.89, 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 Dec 10, 2025 | 0.89 |
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Return for Risk
WSGE vs. AVGV — Risk / Return Rank
WSGE
AVGV
WSGE vs. AVGV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Warren Street Global Equity ETF (WSGE) and Avantis All Equity Markets Value ETF (AVGV). 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.
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Sharpe Ratios by Period
| WSGE | AVGV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 1.40 | -0.08 |
Drawdowns
WSGE vs. AVGV - Drawdown Comparison
The maximum WSGE drawdown since its inception was -9.25%, smaller than the maximum AVGV drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for WSGE and AVGV.
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Drawdown Indicators
| WSGE | AVGV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.25% | -17.03% | +7.78% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.12% | — |
Current DrawdownCurrent decline from peak | -3.27% | -2.21% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -1.66% | -2.29% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.07% | — |
Volatility
WSGE vs. AVGV - Volatility Comparison
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Volatility by Period
| WSGE | AVGV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.11% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 13.13% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.68% | 15.01% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 15.01% | +0.67% |
WSGE vs. AVGV - Expense Ratio Comparison
WSGE has a 0.80% expense ratio, which is higher than AVGV's 0.26% expense ratio.
Dividends
WSGE vs. AVGV - Dividend Comparison
WSGE's dividend yield for the trailing twelve months is around 0.25%, less than AVGV's 1.92% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AVGV Avantis All Equity Markets Value ETF | 1.92% | 1.98% | 2.32% | 1.14% |
WSGE Warren Street Global Equity ETF | 0.25% | 0.27% | 0.00% | 0.00% |
Frequently Asked Questions
WSGE and AVGV have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVGV is cheaper at 0.26% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVGV is cheaper with a 0.26% expense ratio, compared with 0.80% for WSGE.
AVGV has the higher dividend yield at 1.92%, compared with 0.25% for WSGE.
They also come from different issuers: Warren Street and Avantis. Their fees differ too: 0.80% for WSGE and 0.26% for AVGV.
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