Screener
THLV vs AOR
THOR Equal Weight Low Volatility ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
THLV is an equity ETF, while AOR is a mixed asset ETF. THLV charges 0.64% a year and AOR 0.15%.
- THLV is an equity fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- AOR costs 0.49% less per year.
- AOR is much larger than THLV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| THLV | AOR | |
|---|---|---|
| Annual cost (TER) | 0.64% | 0.15% |
| Fund size (AUM) | $60M | $3.6B |
| Since | 2022 | 2008 |
| Dividend yield | 1.61% | 2.47% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +17.5% |
| CAGR 3Y | +12.8% | +14.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 0.88 | 1.06 |
| Volatility 1Y | 9.94% | 8.66% |
| Max drawdown | -13.15% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.