Compare · 3 funds side by side · dividends reinvested

THRO, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

THRO, SCHD and VUG, 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%$123B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.30%+12.5%+11.8%+24.9%[…]−10.9%14.5%$7.4B2.3

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.4B[…]

THRO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$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%

$7.4BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: THRO, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

THRO0.57%$57

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

Yields: THRO, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VUG0.40%$40

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

VUG$40 − $3 = $37

THRO$30 − $57 = −$27

KeptFee

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

Overlap: THRO, SCHD, VUG

Today

50.5%most shared, THRO and VUG

THROSCHDVUG

THRO—8.2%50.5%

SCHD8.2%—0.8%

VUG50.5%0.8%—

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

SCHDWorst drop−6.9%11.5% vol

THROWorst drop−10.9%14.5% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHDTHRO

+35.3%Year to date+12.5%

2.9%Yield0.3%

+41.6%Past year+11.8%

0.06%Fee0.57%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026