LENS vs. AVTM
LENS (Sarmaya Thematic ETF) and AVTM (Avantis Total Equity Markets ETF) are both Global Equities funds. Both are actively managed. Their 0.48 correlation means their historical movements had little consistent relationship. LENS charges 0.79%/yr vs 0.22%/yr for AVTM.
Performance
LENS vs. AVTM - Performance Comparison
Loading charts...
Returns By Period
LENS
- 1D
- 0.09%
- 1M
- 3.09%
- 6M
- -9.06%
- YTD
- 4.83%
- 1Y
- 48.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 39.04%
AVTM
- 1D
- 0.78%
- 1M
- -0.05%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $110.72K | $334.14K | $211.16K | |
| $447.09K | $425.48K | $464.75K |
LENS vs. AVTM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
LENS Sarmaya Thematic ETF | -9.06% |
AVTM Avantis Total Equity Markets ETF | 8.35% |
Correlation
The correlation between LENS and AVTM 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
LENS vs. AVTM — Risk / Return Rank
LENS
AVTM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LENS vs. AVTM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sarmaya Thematic ETF (LENS) and Avantis Total Equity Markets ETF (AVTM). 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.
| LENS | AVTM | 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 | 2.00 | — | — |
| Martin ratioReturn relative to average drawdown | 4.72 | — | — |
Loading charts...
Drawdowns
LENS vs. AVTM - Drawdown Comparison
The maximum LENS drawdown since its inception was -24.55%, which is greater than AVTM's maximum drawdown of -9.21%. Use the drawdown chart below to compare losses from any high point for LENS and AVTM.
Loading charts...
Drawdown Indicators
| LENS | AVTM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.55% | -9.21% | -15.34% |
Max Drawdown (1Y)Largest decline over 1 year | -24.55% | — | — |
Current DrawdownCurrent decline from peak | -20.11% | -1.42% | -18.69% |
Average DrawdownAverage peak-to-trough decline | -5.52% | -1.91% | -3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.38% | — | — |
Volatility
LENS vs. AVTM - Volatility Comparison
Loading charts...
Volatility by Period
| LENS | AVTM | Difference | |
|---|---|---|---|
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 | 28.06% | 15.72% | +12.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.56% | 15.72% | +9.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.56% | 15.72% | +9.84% |
LENS vs. AVTM - Expense Ratio Comparison
LENS has a 0.79% expense ratio, which is higher than AVTM's 0.22% expense ratio.
Dividends
LENS vs. AVTM - Dividend Comparison
LENS's dividend yield for the trailing twelve months is around 1.53%, more than AVTM's 0.28% yield.
| Position | TTM | 2025 |
|---|---|---|
AVTM Avantis Total Equity Markets ETF | 0.28% | 0.00% |
LENS Sarmaya Thematic ETF | 1.53% | 1.60% |
Frequently Asked Questions
LENS and AVTM 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: Alpha Architect and Avantis. Their fees differ too: 0.79% for LENS and 0.22% for AVTM.
Find the right allocation for LENS and AVTM
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