Screener
AOA vs THIR
iShares Core 80/20 Aggressive Allocation ETF vs THOR Index Rotation ETF
Key differences
AOA is a mixed asset ETF, while THIR is an equity ETF. AOA charges 0.15% a year and THIR 0.69%.
- AOA is a mixed asset fund, while THIR is an equity fund. They carry different risk/return profiles.
- AOA costs 0.54% less per year.
- AOA is much larger than THIR. Larger funds are usually more liquid and less likely to close.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | THIR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.69% |
| Fund size (AUM) | $3.2B | $217M |
| Since | 2008 | 2024 |
| Dividend yield | 2.05% | 0.33% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.0% | +21.6% |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 10.93% | 12.10% |
| Max drawdown | -28.38% | -10.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.