Compare · 2 funds side by side · dividends reinvested

THRO and IJR

THROiShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

THRO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.3

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.30%+12.5%+11.8%+24.9%[…]−10.9%14.5%$7.3B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: THRO 2021 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.3B[…]

THRO

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

THROMeasureIJR

+12.5%Year to dateJan 1 → Nov 4+19.9%

+11.8%1 yearTotal return+22.7%

+24.9%3 years · per year$10,000 became $19,465 · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.57%Expense ratio$57 · $6 a year on $10k · lower is better0.06%

0.30%Trailing 12-mo yield$30 · $120 a year on $10k1.20%

−10.9%Worst dropSmaller is better−9.7%

14.5%VolatilityLower is calmer15.8%

THROIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

THRO vs IJR: Top 5 Holdings

Today

THRO

30.7%in top 5

IJR

in top 52.7%

THROStockIJR

8.5%AAPLnot top 5

7.9%NVDAnot top 5

6.5%MSFTnot top 5

4.6%AMZNnot top 5

3.2%GOOGLnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

THRO vs IJR Returns, Every Period

iSharesTHRO

+11.8%

past year

IJRiShares

+22.7%

past year

THROIJRFaded: behind in that period

1–2IJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

THRO vs IJR

YTD

iSharesTHRO

+12.5%

IJRiShares

+19.9%

+12.5%Year to date+19.9%

−10.9%Worst drop · 1Y−9.7%

14.5%Volatility · 1Y15.8%

0.3%Yield1.2%

$7.3BAssets$106B

3–1IJR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: THRO, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

THRO0.57%$57

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: THRO, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

THRO0.30%$30

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

THRO$30 − $57 = −$27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: THRO, IJR

Today

0.1%most shared, THRO and IJR

THROIJR

THRO—0.1%

IJR0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

THROWorst drop−10.9%14.5% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRTHRO

+19.9%Year to date+12.5%

1.2%Yield0.3%

+22.7%Past year+11.8%

0.06%Fee0.57%

4–0IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026