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THMR vs AOA

THOR AdaptiveRisk Dynamic ETF vs iShares Core 80/20 Aggressive Allocation ETF

THMR

THOR AdaptiveRisk Dynamic ETF

Annual cost

1.10%

Fund size

$46M

AOA

iShares Core 80/20 Aggressive Allocation ETF

Annual cost

0.15%

Fund size

$3.2B

Key differences

THMR is an equity ETF, while AOA is a mixed asset ETF. THMR charges 1.10% a year and AOA 0.15%.

  • THMR is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
  • THMR follows a active selection strategy; AOA uses index tracking.
  • AOA costs 0.95% less per year.
  • AOA is much larger than THMR. Larger funds are usually more liquid and less likely to close.
  • AOA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THMRAOA
Annual cost (TER)1.10%0.15%
Fund size (AUM)$46M$3.2B
Since20262008
Dividend yield2.05%
Asset classequitymixed asset
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.0%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.8%
Sharpe 3YN/A1.11
Volatility 1Y10.93%
Max drawdown-4.82%-28.38%

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

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