TOV vs. AVIE

Last updated Jul 15, 2026

TOV (JLens 500 Jewish Advocacy U.S. ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. TOV is passively managed, while AVIE is actively managed. Over the past year, TOV returned 21.75% vs 25.47% for AVIE. At a 0.36 correlation, their price movements are largely independent. TOV charges 0.18%/yr vs 0.25%/yr for AVIE.

Performance

TOV vs. AVIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JLens 500 Jewish Advocacy U.S. ETF (TOV) and Avantis Inflation Focused Equity ETF (AVIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TOV achieves a 11.07% return, which is significantly lower than AVIE's 16.28% return.

TOV

• 1D: 0.41%
• 1M: 1.70%
• 6M: 9.16%
• YTD: 11.07%
• 1Y: 21.75%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVIE

• 1D: -0.56%
• 1M: 1.10%
• 6M: 13.30%
• YTD: 16.28%
• 1Y: 25.47%
• 3Y*: 13.32%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

TOV vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025
TOV JLens 500 Jewish Advocacy U.S. ETF	11.07%	14.91%
AVIE Avantis Inflation Focused Equity ETF	16.28%	6.38%

Correlation

The correlation between TOV and AVIE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.19
Correlation (All Time) Calculated using the full available price history since Feb 27, 2025	0.36

The correlation between TOV and AVIE shifts across timeframes, from 0.19 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.

TOV vs. AVIE - Sectors Allocation Comparison

Sectors	TOV	AVIE
Technology	39.4%	0.1%
Financial Services	11.1%	15.0%
Communication Services	10.9%	-
Consumer Cyclical	9.6%	0.0%
Healthcare	8.4%	26.3%
Industrials	8.0%	1.3%
Consumer Defensive	4.4%	17.1%
Energy	3.2%	30.0%
Utilities	2.0%	0.0%
Real Estate	1.6%	0.1%
Basic Materials	1.5%	9.8%

Return for Risk

TOV vs. AVIE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TOV

TOV Risk / Return Rank: 65
TOV Sharpe Ratio Rank: 65
TOV Sortino Ratio Rank: 63
TOV Omega Ratio Rank: 63
TOV Calmar Ratio Rank: 62
TOV Martin Ratio Rank: 71

AVIE

AVIE Risk / Return Rank: 91
AVIE Sharpe Ratio Rank: 92
AVIE Sortino Ratio Rank: 93
AVIE Omega Ratio Rank: 89
AVIE Calmar Ratio Rank: 93
AVIE Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TOV vs. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JLens 500 Jewish Advocacy U.S. ETF (TOV) and Avantis Inflation Focused Equity ETF (AVIE). 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.

	TOV	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	1.70	2.51	-0.81
Sortino ratio: Return per unit of downside risk	2.36	3.63	-1.27
Omega ratio: Gain probability vs. loss probability	1.30	1.44	-0.14
Calmar ratio: Return relative to maximum drawdown	2.46	5.15	-2.69
Martin ratio: Return relative to average drawdown	10.32	16.27	-5.95

TOV vs. AVIE - Sharpe Ratio Comparison

The current TOV Sharpe Ratio is 1.70, which is lower than the AVIE Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of TOV and AVIE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TOV vs. AVIE - Drawdown Comparison

The maximum TOV drawdown since its inception was -16.97%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for TOV and AVIE.

Drawdown Indicators

	TOV	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-16.97%	-12.39%	-4.58%
Max Drawdown (1Y) Largest decline over 1 year	-8.89%	-4.97%	-3.92%
Max Drawdown (3Y) Largest decline over 3 years	—	-12.39%	—
Current Drawdown Current decline from peak	-0.82%	-0.63%	-0.19%
Average Drawdown Average peak-to-trough decline	-2.18%	-2.97%	+0.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.11%	1.58%	+0.53%

Volatility

TOV vs. AVIE - Volatility Comparison

JLens 500 Jewish Advocacy U.S. ETF (TOV) and Avantis Inflation Focused Equity ETF (AVIE) have volatilities of 3.84% and 3.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TOV	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.84%	3.73%	+0.11%
Volatility (6M) Calculated over the trailing 6-month period	10.28%	7.50%	+2.78%
Volatility (1Y) Calculated over the trailing 1-year period	12.84%	10.21%	+2.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.77%	12.90%	+4.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.77%	12.90%	+4.87%

TOV vs. AVIE - Expense Ratio Comparison

TOV has a 0.18% expense ratio, which is lower than AVIE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

TOV vs. AVIE - Dividend Comparison

TOV's dividend yield for the trailing twelve months is around 0.85%, less than AVIE's 1.43% yield.

Position	TTM	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	1.43%	1.75%	1.89%	3.72%	0.39%
TOV JLens 500 Jewish Advocacy U.S. ETF	0.85%	0.76%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both TOV and AVIE in my portfolio?

TOV and AVIE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TOV or AVIE?

TOV has higher volatility (3.84%) compared to AVIE (3.73%). In terms of maximum drawdown, TOV dropped -16.97% vs AVIE's -12.39%.

Which ETF is better, TOV or AVIE?

On 1-year performance, AVIE leads with 25.47% vs 21.75% for TOV. On fees, TOV is cheaper at 0.18% per year. On volatility, AVIE has been the lower-risk option at 3.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TOV or AVIE?

Over the 1-year period, AVIE has performed better with a 25.47% return vs 21.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TOV or AVIE?

TOV is cheaper with a 0.18% expense ratio, compared with 0.25% for AVIE.

Which ETF pays a higher dividend yield, TOV or AVIE?

AVIE has the higher dividend yield at 1.43%, compared with 0.85% for TOV.

What is the main difference between TOV and AVIE?

They also come from different issuers: JLens and Avantis. Their fees differ too: 0.18% for TOV and 0.25% for AVIE.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (2.51 vs 1.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.