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THLV vs VOE

THOR Equal Weight Low Volatility ETF vs Vanguard Mid-Cap Value Index Fund

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Key differences

  • VOE costs 0.59% less per year.
  • VOE is significantly larger than THLV — larger funds tend to be more liquid and less likely to close.
  • THLV follows a active selection strategy; VOE uses index tracking.
  • Over the last 3 years, VOE has delivered higher annualized returns.
  • VOE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THLVVOE
Annual cost (TER)0.64%0.05%
Fund size (AUM)$58M$36.7B
Since20222006
Dividend yield1.64%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.3%+24.7%
CAGR 3Y+13.1%+16.6%
CAGR 5YN/A+9.0%
Sharpe 3Y0.920.93
Volatility 1Y9.95%11.60%
Max drawdown-13.15%-43.18%

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

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