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THIR vs DFAX

THOR Index Rotation ETF vs Dimensional World ex U.S. Core Equity 2 ETF

THIR

THOR Index Rotation ETF

THOR

Annual cost

0.69%

Fund size

$210M

DFAX

Dimensional World ex U.S. Core Equity 2 ETF

Dimensional Fund Advisors

Annual cost

0.28%

Fund size

$11.5B

Key differences

  • DFAX costs 0.41% less per year.
  • DFAX is significantly larger than THIR — larger funds tend to be more liquid and less likely to close.
  • THIR follows a index tracking strategy; DFAX uses active selection.
  • DFAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THIRDFAX
Annual cost (TER)0.69%0.28%
Fund size (AUM)$210M$11.5B
Since20242008
Dividend yield0.35%2.30%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+24.0%+35.0%
CAGR 3YN/A+20.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.09
Volatility 1Y11.55%14.74%
Max drawdown-10.05%-28.15%

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

Similar to THIR and DFAX