WLDR vs. AVTM

Last updated Jun 4, 2026

WLDR (Affinity World Leaders Equity ETF) and AVTM (Avantis Total Equity Markets ETF) are both Global Equities funds. WLDR is passively managed, while AVTM is actively managed. A 0.80 correlation means they provide meaningful diversification when combined. WLDR charges 0.67%/yr vs 0.22%/yr for AVTM.

Performance

WLDR vs. AVTM - Performance Comparison

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

Returns By Period

WLDR

• 1D: -1.18%
• 1M: 11.85%
• YTD: 29.55%
• 6M: 34.62%
• 1Y: 57.12%
• 3Y*: 32.72%
• 5Y*: 18.09%
• 10Y*: —

AVTM

• 1D: -0.65%
• 1M: 5.45%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WLDR vs. AVTM - Yearly Performance Comparison

	2026 (YTD)
WLDR Affinity World Leaders Equity ETF	20.77%
AVTM Avantis Total Equity Markets ETF	9.06%

Correlation

The correlation between WLDR and AVTM is 0.80, 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 3, 2026	0.80

WLDR vs. AVTM - Sectors Allocation Comparison

Sectors	WLDR	AVTM
Technology	29.9%	31.0%
Financial Services	13.4%	16.6%
Communication Services	10.9%	10.2%
Consumer Defensive	9.1%	4.2%
Healthcare	9.1%	6.4%
Industrials	8.6%	11.9%
Consumer Cyclical	6.2%	11.0%
Energy	4.7%	4.2%
Basic Materials	3.5%	2.7%
Utilities	2.7%	1.8%
Real Estate	1.9%	0.2%

Return for Risk

WLDR vs. AVTM — Risk / Return Rank

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

WLDR

WLDR Risk / Return Rank: 94
WLDR Sharpe Ratio Rank: 95
WLDR Sortino Ratio Rank: 95
WLDR Omega Ratio Rank: 93
WLDR Calmar Ratio Rank: 92
WLDR Martin Ratio Rank: 94

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.

WLDR vs. AVTM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Affinity World Leaders Equity ETF (WLDR) 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.

	WLDR	AVTM	Difference
Sharpe ratio: Return per unit of total volatility	3.83	—	—
Sortino ratio: Return per unit of downside risk	5.08	—	—
Omega ratio: Gain probability vs. loss probability	1.65	—	—
Calmar ratio: Return relative to maximum drawdown	6.48	—	—
Martin ratio: Return relative to average drawdown	26.24	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WLDR	AVTM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.83	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.06	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.60	1.88	-1.29

Drawdowns

WLDR vs. AVTM - Drawdown Comparison

The maximum WLDR drawdown since its inception was -44.69%, which is greater than AVTM's maximum drawdown of -9.21%. Use the drawdown chart below to compare losses from any high point for WLDR and AVTM.

Drawdown Indicators

	WLDR	AVTM	Difference
Max Drawdown Largest peak-to-trough decline	-44.69%	-9.21%	-35.48%
Max Drawdown (1Y) Largest decline over 1 year	-8.86%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.30%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.77%	—	—
Current Drawdown Current decline from peak	-1.46%	-0.65%	-0.81%
Average Drawdown Average peak-to-trough decline	-8.63%	-2.08%	-6.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.18%	—	—

Volatility

Volatility by Period

	WLDR	AVTM	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.63%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.11%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.00%	15.88%	-0.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.22%	15.88%	+1.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.94%	15.88%	+5.06%

WLDR vs. AVTM - Expense Ratio Comparison

WLDR has a 0.67% expense ratio, which is higher than AVTM's 0.22% expense ratio.

Dividends

WLDR vs. AVTM - Dividend Comparison

WLDR's dividend yield for the trailing twelve months is around 7.05%, more than AVTM's 0.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AVTM Avantis Total Equity Markets ETF	0.08%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WLDR Affinity World Leaders Equity ETF	7.05%	9.01%	13.99%	2.28%	2.10%	7.55%	1.80%	2.48%	2.82%

Frequently Asked Questions

Can I hold both WLDR and AVTM in my portfolio?

WLDR and AVTM have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WLDR or AVTM?

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.

Which ETF is cheaper, WLDR or AVTM?

AVTM is cheaper with a 0.22% expense ratio, compared with 0.67% for WLDR.

Which ETF pays a higher dividend yield, WLDR or AVTM?

WLDR has the higher dividend yield at 7.05%, compared with 0.08% for AVTM.

What is the main difference between WLDR and AVTM?

They also come from different issuers: Regents Park Funds and Avantis. Their fees differ too: 0.67% for WLDR and 0.22% for AVTM.