IVV vs THIR
iShares Core S&P 500 ETF vs THOR Index Rotation ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | THIR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.69% | |
| AUM | $865.2B | $200M | |
| Dividend Yield | 1.09% | 0.33% | |
| Holdings | 508 | 4 | |
| YTD Return | +13.72% | +6.63% | |
| 1Y Return | +21.64% | +15.06% | |
| 3Y Return (annualized) | +21.55% | - | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 12.3% | |
| Max Drawdown | -56.5% | -10.1% | |
| Fund Family | iShares by BlackRock (US) | Thor Financial Technologies | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 23, 2024 |
IVV vs THIR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and THOR Index Rotation ETF (THIR) is a ETF from Thor Financial Technologies. Over the past year IVV returned +21.64% while THIR returned +15.06%. Year to date, IVV is up 13.72% versus a gain of 6.63% for THIR.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.3% for THIR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -10.1% for THIR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while THIR charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.33% for THIR.
Holdings Overlap
IVV and THIR share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or THIR?
IVV has an expense ratio of 0.03% while THIR charges 0.69%. IVV is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, IVV or THIR?
Over the past year IVV returned +21.64% vs +15.06% for THIR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +19.01% for THIR. Past performance does not guarantee future results.
Which is riskier, IVV or THIR?
IVV has been the more volatile fund at 15.1% annualized versus 12.3% for THIR. Worst drawdown: IVV -56.5% vs THIR -10.1%.
Should I hold both IVV and THIR?
IVV and THIR have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and THIR?
IVV and THIR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or THIR?
IVV yields 1.09% while THIR yields 0.33%, so IVV currently pays the higher dividend yield.
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