AVTM vs. LENS
AVTM (Avantis Total Equity Markets ETF) and LENS (Sarmaya Thematic ETF) are both Global Equities funds. Both are actively managed. A 0.51 correlation means they provide meaningful diversification when combined. AVTM charges 0.22%/yr vs 0.79%/yr for LENS.
Performance
AVTM vs. LENS - Performance Comparison
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Returns By Period
AVTM
- 1D
- -1.47%
- 1M
- 0.51%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LENS
- 1D
- -0.52%
- 1M
- -7.84%
- YTD
- 5.02%
- 6M
- 2.93%
- 1Y
- 47.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVTM vs. LENS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AVTM Avantis Total Equity Markets ETF | 7.33% |
LENS Sarmaya Thematic ETF | -8.89% |
Correlation
The correlation between AVTM and LENS is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 2, 2026 | 0.51 |
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Return for Risk
AVTM vs. LENS — Risk / Return Rank
AVTM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LENS
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.
| AVTM | LENS | Difference | |
|---|---|---|---|
| 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 | — | 2.31 | — |
| Martin ratioReturn relative to average drawdown | — | 6.43 | — |
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Drawdowns
AVTM vs. LENS - Drawdown Comparison
The maximum AVTM drawdown since its inception was -9.21%, smaller than the maximum LENS drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for AVTM and LENS.
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Drawdown Indicators
| AVTM | LENS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.21% | -20.49% | +11.28% |
Max Drawdown (1Y)Largest decline over 1 year | — | -20.49% | — |
Current DrawdownCurrent decline from peak | -2.34% | -19.96% | +17.62% |
Average DrawdownAverage peak-to-trough decline | -2.01% | -4.19% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.33% | — |
Volatility
AVTM vs. LENS - Volatility Comparison
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Volatility by Period
| AVTM | LENS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.23% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 23.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.50% | 27.62% | -11.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 25.83% | -9.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 25.83% | -9.33% |
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 1.52% yield.
| Position | TTM | 2025 |
|---|---|---|
AVTM Avantis Total Equity Markets ETF | 0.28% | 0.00% |
LENS Sarmaya Thematic ETF | 1.52% | 1.60% |
Frequently Asked Questions
AVTM and LENS have a correlation of 0.51, 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 1.52%, compared with 0.28% for AVTM.
They also come from different issuers: Avantis and Sarmaya Partners. Their fees differ too: 0.22% for AVTM and 0.79% for LENS.
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