Compare · 3 funds side by side · dividends reinvested

THRO, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

THRO, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.30%+12.5%+11.8%+24.9%[…]−10.9%14.5%$7.3B2.7

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

THRO

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

THROMeasureSCHD

+12.5%Year to dateJan 1 → Nov 4+35.3%

+11.8%1 yearTotal return+41.6%

+24.9%3 years · per year$10,000 became $19,465 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

0.30%Trailing 12-mo yield$30 · $291 a year on $10k2.91%

−10.9%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.5%

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

1–6SCHD 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 SCHD: Top 5 Holdings

Today

THRO

30.7%in top 5

SCHD

in top 521.6%

THROStockSCHD

8.5%AAPLnot top 5

7.9%NVDAnot top 5

6.5%MSFTnot top 5

not top 5TXN4.8%

4.6%AMZNnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.2%GOOGLnot top 5

Held in common8.2%

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

THRO vs SCHD Returns, Every Period

iSharesTHRO

+11.8%

past year

SCHDSchwab

+41.6%

past year

THROSCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: THRO vs SCHD

YTD

iSharesTHRO

+12.5%

SCHDSchwab

+35.3%

+12.5%Year to date+35.3%

−10.9%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.5%

0.3%Yield2.9%

$7.3BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: THRO, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

THRO0.57%$57

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

Yields: THRO, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

THRO0.30%$30

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

THRO$30 − $57 = −$27

KeptFee

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

Overlap: THRO, SCHD, VIG

Today

41.7%most shared, THRO and VIG

THROSCHDVIG

THRO—8.2%41.7%

SCHD8.2%—14.5%

VIG41.7%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

THROWorst drop−10.9%14.5% vol

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

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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