Skip to content
Beacon
Screener

THLV vs IVOO

THOR Equal Weight Low Volatility ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.57% less per year.
  • IVOO is significantly larger than THLV — larger funds tend to be more liquid and less likely to close.
  • THLV follows a active selection strategy; IVOO uses index tracking.
  • Over the last 3 years, IVOO has delivered higher annualized returns.
  • IVOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THLVIVOO
Annual cost (TER)0.64%0.07%
Fund size (AUM)$58M$5.4B
Since20222010
Dividend yield1.64%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.3%+26.5%
CAGR 3Y+13.1%+16.6%
CAGR 5YN/A+8.4%
Sharpe 3Y0.920.74
Volatility 1Y9.95%15.76%
Max drawdown-13.15%-42.33%

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

Similar to THLV and IVOO