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THLV vs BSR

THOR Equal Weight Low Volatility ETF vs Pacific Select Fund

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

Key differences

  • THLV costs 0.45% less per year.
  • THLV is classified as equity, while BSR is mixed asset — different risk/return profiles.
  • Over the last 3 years, THLV has delivered higher annualized returns.

Side-by-side comparison

THLVBSR
Annual cost (TER)0.64%1.09%
Fund size (AUM)$58M$39M
Since20222023
Dividend yield1.64%1.02%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+19.7%+12.5%
CAGR 3Y+12.9%+8.0%
CAGR 5YN/AN/A
Sharpe 3Y0.900.33
Volatility 1Y9.92%8.71%
Max drawdown-13.15%-15.68%

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

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