LENS vs IRTR
Comparison between SARMAYA THEMATIC ETF (LENS, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
LENS vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LENS
$53M
IRTR
$53M
Expense Ratio
LENS
0.79%
Winner
IRTR
0.08%
Max Drawdown
LENS
20.49%
Winner
IRTR
7.47%
Sharpe Ratio
Winner
LENS
1.55
IRTR
1.38
5Y Beta
LENS
0.56
Winner
IRTR
0.36
P/E Ratio
LENS
95.72
IRTR
N/A
Forward P/E
LENS
9.10
IRTR
N/A
P/S Ratio
LENS
0.72
IRTR
N/A
P/B Ratio
LENS
2.28
IRTR
N/A
LENS vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
LENS
-10.42%
Winner
IRTR
+0.77%
3M
LENS
-10.14%
Winner
IRTR
+4.72%
6M
Winner
LENS
+10.63%
IRTR
+5.34%
1Y
Winner
LENS
+51.45%
IRTR
+12.55%
Max(CAGR)
Winner
LENS
+46.92%
IRTR
+13.75%
LENS vs IRTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LENS | IRTR |
|---|---|---|
| 2026 | +7.81% | +4.63% |
| 2025 | +56.19% | +12.80% |
| 2024 | N/A | +8.21% |
| 2023 | N/A | +10.63% |
LENS vs IRTR Drawdown Comparison
The maximum drawdown for LENS was -20.49%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current LENS drawdown is -17.47%. The current IRTR drawdown is -0.68%.
| Rank | LENS | IRTR |
|---|---|---|
| #1 | -20.49% Feb 27, 2026 - Jun 10, 2026 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -11.73% Jan 28, 2026 - Feb 26, 2026 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -11.56% Apr 1, 2025 - Jun 2, 2025 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -9.91% Oct 16, 2025 - Nov 28, 2025 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -5.24% Feb 10, 2025 - Mar 17, 2025 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -4.42% Jul 11, 2025 - Aug 7, 2025 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -3.85% Dec 26, 2025 - Jan 6, 2026 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -2.97% Oct 8, 2025 - Oct 13, 2025 | -1.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -2.31% Jun 13, 2025 - Jul 7, 2025 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #10 | -1.90% Dec 11, 2025 - Dec 19, 2025 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -1.87% Aug 8, 2025 - Aug 21, 2025 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -1.70% Dec 1, 2025 - Dec 10, 2025 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -1.44% Sep 15, 2025 - Sep 19, 2025 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -1.31% Jan 6, 2026 - Jan 9, 2026 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -1.29% Jul 7, 2025 - Jul 10, 2025 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between LENS and IRTR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
LENS vs IRTR dividend yield comparison.
| Year | LENS | IRTR |
|---|---|---|
| 2026 | 0.00% | 1.03% |
| 2025 | 1.60% | 3.03% |
| 2024 | 0.00% | 3.03% |
| 2023 | 0.00% | 0.85% |
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