Compare · 4 funds side by side · dividends reinvested

THRO, SCHD, IWF and VUG

THROiShares×SCHDSchwab×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

THRO, SCHD, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.31%+10.2%+12.0%+22.5%[…]−10.9%15.4%$7.2B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: THRO 2021 · SCHD 2011 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.2B[…]

THRO

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

THROMeasureSCHD

+10.2%Year to dateJan 1 → Nov 9+33.2%

+12.0%1 yearTotal return+39.1%

+22.5%3 years · per year$10,000 became $18,390 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

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

0.31%Trailing 12-mo yield$31 · $296 a year on $10k2.96%

−10.9%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

THRO vs SCHD: Top 5 Holdings

Today

THRO

30.2%in top 5

SCHD

in top 521.4%

THROStockSCHD

8.5%AAPLnot top 5

7.5%NVDAnot top 5

6.4%MSFTnot top 5

4.6%AMZNnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.2%GOOGLnot top 5

Held in common8.3%

End-of-day Nov 9, 2026 · share of each fund

THRO vs SCHD Returns, Every Period

iSharesTHRO

+12.0%

past year

SCHDSchwab

+39.1%

past year

THROSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: THRO vs SCHD

YTD

iSharesTHRO

+10.2%

SCHDSchwab

+33.2%

+10.2%Year to date+33.2%

−10.9%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.8%

0.3%Yield3.0%

$7.2BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: THRO, SCHD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

THRO0.57%$57

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: THRO, SCHD, IWF, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VUG0.41%$41

IWF0.38%$38

THRO0.31%$31

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VUG$41 − $3 = $38

IWF$38 − $18 = $20

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: THRO, SCHD, IWF, VUG

Today

78.1%most shared, IWF and VUG

THROSCHDIWFVUG

THRO—8.3%51.3%50.3%

SCHD8.3%—3.6%0.8%

IWF51.3%3.6%—78.1%

VUG50.3%0.8%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

THROWorst drop−10.9%15.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTHRO

+33.2%Year to date+10.2%

3.0%Yield0.3%

+39.1%Past year+12.0%

0.06%Fee0.57%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026