Screener
THIR vs AOR
THOR Index Rotation ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
THIR is an equity ETF, while AOR is a mixed asset ETF. THIR charges 0.69% a year and AOR 0.15%.
- THIR is an equity fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- THIR follows a index tracking strategy; AOR uses active selection.
- AOR costs 0.54% less per year.
- AOR is much larger than THIR. Larger funds are usually more liquid and less likely to close.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| THIR | AOR | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.15% |
| Fund size (AUM) | $217M | $3.6B |
| Since | 2024 | 2008 |
| Dividend yield | 0.33% | 2.47% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.6% | +17.5% |
| CAGR 3Y | N/A | +14.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | 12.10% | 8.66% |
| Max drawdown | -10.05% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.