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BSR vs THLV

Pacific Select Fund vs THOR Equal Weight Low Volatility ETF

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

Key differences

  • THLV costs 0.45% less per year.
  • BSR is classified as mixed asset, while THLV is equity — different risk/return profiles.
  • Over the last 3 years, THLV has delivered higher annualized returns.

Side-by-side comparison

BSRTHLV
Annual cost (TER)1.09%0.64%
Fund size (AUM)$39M$58M
Since20232022
Dividend yield1.02%1.64%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+12.5%+19.7%
CAGR 3Y+8.0%+12.9%
CAGR 5YN/AN/A
Sharpe 3Y0.330.90
Volatility 1Y8.71%9.92%
Max drawdown-15.68%-13.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BSR and THLV