PortfoliosLab logoPortfoliosLab logo
AVTM vs. LENS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AVTM vs. LENS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Total Equity Markets ETF (AVTM) and Sarmaya Thematic ETF (LENS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


AVTM

1D
0.78%
1M
-0.05%
6M
8.35%
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

LENS

1D
0.09%
1M
3.09%
6M
-9.06%
YTD
4.83%
1Y
48.47%
3Y*
5Y*
10Y*
ALL TIME*
39.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$110.72K$334.14K$211.16K
$447.09K$425.48K$464.75K

AVTM vs. LENS - Yearly Performance Comparison


Correlation

The correlation between AVTM and LENS is 0.48, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 2, 2026

0.48

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AVTM vs. LENS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AVTM

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


LENS
LENS Risk / Return Rank: 6363
Overall Rank
LENS Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
LENS Sortino Ratio Rank: 6464
Sortino Ratio Rank
LENS Omega Ratio Rank: 7474
Omega Ratio Rank
LENS Calmar Ratio Rank: 5656
Calmar Ratio Rank
LENS Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AVTM vs. LENS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Total Equity Markets ETF (AVTM) and Sarmaya Thematic ETF (LENS). 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.


AVTMLENSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.00

Martin ratioReturn relative to average drawdown

4.72

AVTM vs. LENS - Sharpe Ratio Comparison


Loading charts...

Drawdowns

AVTM vs. LENS - Drawdown Comparison

The maximum AVTM drawdown since its inception was -9.21%, smaller than the maximum LENS drawdown of -24.55%. Use the drawdown chart below to compare losses from any high point for AVTM and LENS.


Loading charts...

Drawdown Indicators


AVTMLENSDifference

Max Drawdown

Largest peak-to-trough decline

-9.21%

-24.55%

+15.34%

Max Drawdown (1Y)

Largest decline over 1 year

-24.55%

Current Drawdown

Current decline from peak

-1.42%

-20.11%

+18.69%

Average Drawdown

Average peak-to-trough decline

-1.91%

-5.52%

+3.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.38%

Volatility

AVTM vs. LENS - Volatility Comparison


Loading charts...

Volatility by Period


AVTMLENSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.66%

Volatility (6M)

Calculated over the trailing 6-month period

22.09%

Volatility (1Y)

Calculated over the trailing 1-year period

15.72%

28.06%

-12.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.72%

25.56%

-9.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.72%

25.56%

-9.84%

AVTM vs. LENS - Expense Ratio Comparison

AVTM has a 0.22% expense ratio, which is lower than LENS's 0.79% expense ratio.


Dividends

AVTM vs. LENS - Dividend Comparison

AVTM's dividend yield for the trailing twelve months is around 0.28%, less than LENS's 1.53% yield.


PositionTTM2025
AVTM
Avantis Total Equity Markets ETF
0.28%0.00%
LENS
Sarmaya Thematic ETF
1.53%1.60%

Frequently Asked Questions


AVTM and LENS 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, AVTM is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AVTM is cheaper with a 0.22% expense ratio, compared with 0.79% for LENS.

LENS has the higher dividend yield at 1.53%, compared with 0.28% for AVTM.

They also come from different issuers: Avantis and Alpha Architect. Their fees differ too: 0.22% for AVTM and 0.79% for LENS.

Portfolio Optimizer

Find the right allocation for AVTM and LENS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer