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THLV vs AOA

THOR Equal Weight Low Volatility ETF vs iShares Core 80/20 Aggressive Allocation ETF

THLV

THOR Equal Weight Low Volatility ETF

Annual cost

0.64%

Fund size

$60M

AOA

iShares Core 80/20 Aggressive Allocation ETF

Annual cost

0.15%

Fund size

$3.2B

Key differences

THLV is an equity ETF, while AOA is a mixed asset ETF. THLV charges 0.64% a year and AOA 0.15%.

  • THLV is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
  • THLV follows a active selection strategy; AOA uses index tracking.
  • AOA costs 0.49% less per year.
  • AOA is much larger than THLV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, AOA has delivered higher annualized returns.
  • AOA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THLVAOA
Annual cost (TER)0.64%0.15%
Fund size (AUM)$60M$3.2B
Since20222008
Dividend yield1.61%2.05%
Asset classequitymixed asset
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.9%+22.0%
CAGR 3Y+12.8%+17.2%
CAGR 5YN/A+8.8%
Sharpe 3Y0.881.11
Volatility 1Y9.94%10.93%
Max drawdown-13.15%-28.38%

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

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