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AAAA vs THLV

Amplius Aggressive Asset Allocation ETF vs THOR Equal Weight Low Volatility ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

THLV

THOR Equal Weight Low Volatility ETF

Annual cost

0.64%

Fund size

$60M

Key differences

AAAA is a mixed asset ETF, while THLV is an equity ETF. AAAA charges 0.49% a year and THLV 0.64%.

  • AAAA is a mixed asset fund, while THLV is an equity fund. They carry different risk/return profiles.
  • AAAA follows a tactical allocation strategy; THLV uses active selection.
  • AAAA costs 0.15% less per year.
  • AAAA is much larger than THLV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AAAATHLV
Annual cost (TER)0.49%0.64%
Fund size (AUM)$281M$60M
Since20252022
Dividend yield1.61%
Asset classmixed assetequity
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1YN/A+17.9%
CAGR 3YN/A+12.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.88
Volatility 1Y9.94%
Max drawdown-7.83%-13.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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