THLV | THOR Low Volatility ETF

THLV ISSUER

The THLV ETF (Thor Low Volatility ETF ) is managed by Thor, a well-established investment firm known for its innovative ETF strategies. Launched with the goal of offering investors exposure to U.S. large-cap equities while mitigating volatility, the THLV ETF achieves this through a unique rules-based index. This index tracks the price trends and historic volatility of select U.S. sector-specific ETFs, and it employs a proprietary algorithm to determine whether to allocate to risk-on or risk-off sectors on a weekly basis. This approach aims to provide investors with a balanced and less volatile investment option in the U.S. equity market, making the THLV ETF an interesting choice for those seeking both stability and growth potential in their portfolios.

THLV DIVIDEND

The THLV Dividend ETF focuses on capital appreciation while incorporating dividend distributions from the underlying index. This fund primarily invests in U.S. large-cap equities through a rules-based index composed of sector-specific ETFs. While dividends are not its primary focus, investors can expect periodic distributions based on the performance and dividend policies of the constituent sector ETFs. Dividends are typically distributed in accordance with the sector allocations within the index, with the potential for variation as market conditions change.

THLV TRACKING

Tracking the THLV ETF involves following a unique rules-based index comprised of U.S. equity exchange-traded funds (ETFs). The primary objective of the index is to gain exposure to U.S. large-cap equities while mitigating volatility by avoiding sectors currently in a downtrend. It assesses price trends and historic volatility of ten U.S. sector-specific ETFs over a medium-term horizon. The index uses a proprietary algorithm to determine risk on or risk off signals for each sector, adjusting the ETF's portfolio weekly based on these signals. When all sectors are risk on, they are equally weighted; if a sector is risk off, the allocation shifts to risk on sectors, with any remaining balance in U.S. money market funds or cash. The THLV ETF aims to offer investors exposure to U.S. large-cap equities while actively managing sector-specific risks through its dynamic allocation strategy.

THLV CORRELATION

The correlation aspect of the THLV ETF (Ticker: THLV) primarily revolves around its focus on U.S. large-cap equities while dynamically managing sector exposures to mitigate volatility. As THLV follows a rules-based index comprised of select U.S. sector-specific ETFs, its correlation with various sectors plays a pivotal role. Investors often utilize THLV's correlation data to assess its risk-on and risk-off signals, aiding in portfolio allocation decisions. For a deeper understanding of THLV's correlations with specific sectors, ETF Insider offers a comprehensive web app with simple visualization tools, allowing investors to analyze correlations and identify potential overlaps for effective portfolio management and risk mitigation.

THLV SECTOR

The THLV Sector ETF seeks to achieve its investment objective by investing at least 80% of its total assets in securities included in the Index. The rules-based index is comprised of U.S. equity exchange-traded funds (ETFs). The primary goal of the Index is to gain exposure to U.S. large-cap equities while attempting to lower volatility by avoiding sectors that are currently in a downtrending cycle. The Index measures the price trends and historic volatility of ten U.S. sector ETFs over the medium term. These sectors include Materials, Energy, Financial, Industrial, Technology, Healthcare, Utilities, Consumer Discretionary, Real Estate, and Consumer Staples. The Index employs a proprietary algorithm to determine whether a sector is risk on or risk off, adjusting the portfolio accordingly on a weekly basis. This approach allows investors to potentially benefit from sector-specific trends while managing risk in their portfolio.

THLV EXPOSURE

The exposure characteristic of the THLV ETF (Ticker: THLV) highlights its unique approach to achieving exposure to U.S. large-cap equities while managing volatility. THLV seeks to invest at least 80% of its total assets in securities included in its rules-based index, comprised of U.S. equity exchange-traded funds (ETFs). This index aims to gain exposure to U.S. large-cap equities by evaluating the price trends and historic volatility of ten U.S. sector-specific ETFs over the medium term. By utilizing a proprietary algorithm, the index determines whether sectors are currently risk on or risk off, allowing the fund to adjust its portfolio accordingly on a weekly basis.