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$16,267SCHD · 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%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.32%+7.6%+7.9%+22.2%[…]−10.9%15.3%$7.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 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 · $7.1B[…]

THRO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

THROMeasureSCHD

+7.6%Year to dateJan 1 → Nov 6+31.4%

+7.9%1 yearTotal return+37.0%

+22.2%3 years · per year$10,000 became $18,241 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

0.32%Trailing 12-mo yield$32 · $300 a year on $10k3.00%

−10.9%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.7%

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

1–6SCHD wins

End-of-day Nov 6, 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

8.6%AAPLnot top 5

7.3%NVDAnot top 5

6.4%MSFTnot top 5

4.7%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.2%GOOGLnot top 5

Held in common8.3%

End-of-day Nov 6, 2026 · share of each fund

THRO vs SCHD Returns, Every Period

iSharesTHRO

+7.9%

past year

SCHDSchwab

+37.0%

past year

THROSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: THRO vs SCHD

YTD

iSharesTHRO

+7.6%

SCHDSchwab

+31.4%

+7.6%Year to date+31.4%

−10.9%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.7%

0.3%Yield3.0%

$7.1BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: THRO, SCHD, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VUG0.42%$42

THRO0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

THRO$32 − $57 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: THRO, SCHD, VUG

Today

49.9%most shared, THRO and VUG

THROSCHDVUG

THRO—8.3%49.9%

SCHD8.3%—0.8%

VUG49.9%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

THROWorst drop−10.9%15.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTHRO

+31.4%Year to date+7.6%

3.0%Yield0.3%

+37.0%Past year+7.9%

0.06%Fee0.57%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026