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THIR vs AOM

THOR Index Rotation ETF vs iShares Core 40/60 Moderate Allocation ETF

THIR

THOR Index Rotation ETF

Annual cost

0.69%

Fund size

$217M

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

Key differences

THIR is an equity ETF, while AOM is a mixed asset ETF. THIR charges 0.69% a year and AOM 0.15%.

  • THIR is an equity fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
  • AOM costs 0.54% less per year.
  • AOM is much larger than THIR. Larger funds are usually more liquid and less likely to close.
  • AOM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THIRAOM
Annual cost (TER)0.69%0.15%
Fund size (AUM)$217M$1.8B
Since20242008
Dividend yield0.33%2.98%
Asset classequitymixed asset
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.6%+13.4%
CAGR 3YN/A+10.7%
CAGR 5YN/A+4.7%
Sharpe 3YN/A0.94
Volatility 1Y12.10%6.71%
Max drawdown-10.05%-19.96%

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

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