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THIR vs IVAL

Comparison between THOR INDEX ROTATION ETF (THIR, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).

THIR vs IVAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
THIR
$217M
IVAL
$217M
Expense Ratio
THIR
0.69%
Winner
IVAL
0.38%
Max Drawdown
Winner
THIR
10.05%
IVAL
49.20%
Sharpe Ratio
THIR
1.28
Winner
IVAL
1.61
5Y Beta
Winner
THIR
0.53
IVAL
0.67
5Y Dividends CAGR
THIR
N/A
IVAL
17.82%

THIR vs IVAL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
THIR
+1.22%
IVAL
+0.30%
3M
Winner
THIR
+8.10%
IVAL
+5.25%
6M
THIR
+5.16%
Winner
IVAL
+15.23%
1Y
THIR
+20.58%
Winner
IVAL
+31.01%
5Y(CAGR)
THIR
N/A
IVAL
+8.39%
10Y(CAGR)
THIR
N/A
IVAL
+8.29%
Max(CAGR)
Winner
THIR
+19.94%
IVAL
+6.40%

THIR vs IVAL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearTHIRIVAL
2026+4.97%+12.48%
2025+25.88%+34.83%
2024+3.26%-0.14%
2023N/A+21.45%
2022N/A-10.65%
2021N/A-0.49%
2020N/A-5.86%
2019N/A+21.63%
2018N/A-23.13%
2017N/A+30.02%
2016N/A+10.36%
2015N/A-3.15%
2014N/A+0.36%

THIR vs IVAL Drawdown Comparison

The maximum drawdown for THIR was -10.05%, occurring on Apr 21, 2025. Recovery took 57 trading sessions.

The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.

The current THIR drawdown is -2.77%. The current IVAL drawdown is -2.85%.

RankTHIRIVAL
#1-10.05%
Feb 19, 2025 - May 12, 2025
-46.04%
Jan 24, 2018 - Mar 19, 2025
#2-8.88%
Feb 6, 2026 - May 8, 2026
-25.82%
May 18, 2015 - Feb 21, 2017
#3-5.77%
Jun 2, 2026 - Jun 10, 2026
-13.12%
Mar 19, 2025 - Apr 28, 2025
#4-5.43%
Oct 29, 2025 - Dec 11, 2025
-11.24%
Feb 27, 2026 - Mar 20, 2026
#5-4.75%
Dec 16, 2024 - Jan 23, 2025
-5.22%
Oct 27, 2025 - Dec 4, 2025
#6-2.95%
Oct 14, 2024 - Nov 6, 2024
-4.62%
Dec 26, 2014 - Feb 3, 2015
#7-2.93%
Oct 8, 2025 - Oct 24, 2025
-4.58%
Nov 8, 2017 - Dec 21, 2017
#8-2.59%
Jan 23, 2025 - Feb 13, 2025
-4.28%
Jul 23, 2025 - Aug 8, 2025
#9-2.49%
Jan 12, 2026 - Feb 6, 2026
-4.27%
Sep 16, 2025 - Oct 27, 2025
#10-2.47%
Jul 28, 2025 - Aug 12, 2025
-3.35%
Mar 23, 2015 - Apr 15, 2015
#11-2.37%
May 14, 2026 - May 26, 2026
-3.09%
Feb 20, 2015 - Mar 23, 2015
#12-2.33%
May 16, 2025 - Jun 3, 2025
-2.64%
Jun 2, 2017 - Jul 12, 2017
#13-2.28%
Nov 11, 2024 - Nov 26, 2024
-2.64%
Jul 2, 2025 - Jul 23, 2025
#14-2.10%
Dec 11, 2025 - Dec 24, 2025
-2.62%
Aug 1, 2017 - Aug 25, 2017
#15-1.76%
Jun 16, 2025 - Jun 24, 2025
-2.49%
Jun 2, 2025 - Jun 27, 2025

Correlation

Correlation between THIR and IVAL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2014 - 2026)

THIR vs IVAL dividend yield comparison.

YearTHIRIVAL
20260.00%0.40%
20250.35%2.75%
20240.29%3.60%
20230.00%5.15%
20220.00%8.00%
20210.00%3.95%
20200.00%2.07%
20190.00%2.51%
20180.00%2.93%
20170.00%1.73%
20160.00%2.02%
20150.00%1.86%
20140.00%0.20%

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