HEAT vs THOR

HEAT vs THOR

Which is better, HEAT or THOR?

HEAT costs less.

HEAT has a lower expense ratio.

Lower Fees: HEAT

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

MetricHEATTHOR
Expense Ratio0.69%Best0.79%
AUM$14M$38M
Dividend Yield0.53%0.43%
Holdings6459
Volatility (annualized)15.7%-
Max Drawdown-20.7%-
Fund FamilyTouchstone InvestmentsThornburg Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 28, 2023Jun 22, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 299 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HEAT has data through Dec 19, 2025 and THOR through Oct 14, 2026.

Compare HEAT against instead:HEAT vs SPYHEAT vs QQQHEAT vs VOOHEAT vs VTITHOR against:THOR vs VXUS

Fees and Cost Over Time

HEAT charges 0.69% per year while THOR charges 0.79%. On a $10,000 position that is $69 vs $79 annually, a gap of $10 per year that compounds over a long holding period. On income, HEAT currently yields 0.53% against 0.43% for THOR.

You are not choosing between two funds in isolation.

Whichever of HEAT and THOR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HEATTHOR

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Frequently Asked Questions

Which is cheaper, HEAT or THOR?

HEAT has an expense ratio of 0.69% while THOR charges 0.79%. HEAT is the cheaper option, by $10 a year on a $10,000 investment.

Which pays a higher dividend, HEAT or THOR?

HEAT yields 0.53% while THOR yields 0.43%, so HEAT currently pays the higher dividend yield.

Is THOR better than HEAT?

HEAT has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.