THMR vs VTI

THMR vs VTI

Which is better, THMR or VTI?

Tactical Allocation against Large Cap Blend.

VTI has a lower expense ratio. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 73.3%.

Lower Fees: VTILess Concentrated: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricTHMRVTI
Expense Ratio1.10%0.03%Best
AUM$47M$666.9B
Dividend Yield0.00%1.03%
Holdings303,543
YTD Return+3.99%+13.10%Best
1Y Return-+17.01%
3Y Return (annualized)-+22.26%
5Y Return (annualized)-+11.98%
Top 10 Weight73.3%33.3%Best
Fund FamilyThor Financial TechnologiesVanguard (US)
CategoryAllocation/BalancedEquity
StyleTactical AllocationLarge Cap Blend
InceptionApr 9, 2026May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

THMR vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

THMR vs VTI Performance

THOR AdaptiveRisk Dynamic ETF (THMR) is an ETF from Thor Financial Technologies and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, THMR is up 3.99% versus a gain of 13.10% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

THMR charges 1.10% per year while VTI charges 0.03%. On a $10,000 position that is $110 vs $3 annually, a gap of $107 per year that compounds over a long holding period. On income, THMR currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

THMR already in VTI31.1%
VTI already in THMR30.4%

31.1% of THMR's money is in holdings VTI also owns. 30.4% of VTI's money is in holdings THMR also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 30 positions we hold weights for in THMR and 3,463 in VTI, against full books of 30 and 3,543.

What only one of them owns

Measured across the 30 and 3,463 positions we hold weights for.

VTI holds 1,135 positions THMR does not, 67.1% of the fund.

Largest: GOOGL 2.90%, META 1.70%, JPM 1.31%, MU 1.29%, BRK.B 1.28%

Top Shared Holdings

StockWeight in THMRWeight in VTIDifference
NVDANvidia Corp5.80%6.40%0.60%
AAPLApple, Inc2.97%6.29%3.32%
MSFTMicrosoft Corp2.77%4.79%2.02%
AVGOBroadcom Inc4.29%2.56%1.73%
AMZNAmazon.Com Inc2.20%3.65%1.45%
XOMExxonmobil Holdings Corp Common Stock Usd3.69%0.89%2.80%
LLYEli Lilly & Co.2.90%1.35%1.55%
GOOGAlphabet Inc1.69%2.31%0.62%
PLTRPalantir Technologies Inc2.61%0.37%2.24%
ADBEAdobe Systems2.13%0.14%1.99%

31.1% of THMR is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

THMRVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, THMR or VTI?

THMR has an expense ratio of 1.10% while VTI charges 0.03%. VTI is the cheaper option, by $107 a year on a $10,000 investment.

What is the holdings overlap between THMR and VTI?

31.1% of THMR's money is in holdings VTI also owns. 30.4% of VTI's is in holdings THMR also owns. They hold 15 positions in common, counted across the 30 positions we hold weights for in THMR and 3,463 in VTI.

Which pays a higher dividend, THMR or VTI?

THMR yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than THMR?

VTI has a lower expense ratio. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 73.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.