Compare · 2 funds side by side · dividends reinvested

THRO and SPY

THROiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

THRO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.1

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.32%+7.6%+7.9%+22.2%[…]−10.9%15.3%$7.1B1.9

Rank among the two1st → 2ndFee, 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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.1B[…]

THRO

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

THROMeasureSPY

+7.6%Year to dateJan 1 → Nov 6+8.7%

+7.9%1 yearTotal return+9.7%

+22.2%3 years · per year$10,000 became $18,241 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.57%Expense ratio$57 · $9 a year on $10k · lower is better0.09%

0.32%Trailing 12-mo yield$32 · $103 a year on $10k1.03%

−10.9%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

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

1–6SPY 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 SPY: Top 5 Holdings

Today

THRO

30.2%in top 5

SPY

in top 527.8%

THROStockSPY

8.6%AAPL7.9%

7.3%NVDA6.9%

6.4%MSFT6.3%

4.7%AMZN4.0%

3.2%GOOGL2.6%

Held in common66.0%

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

THRO vs SPY Returns, Every Period

iSharesTHRO

+7.9%

past year

SPYSPDR

+9.7%

past year

THROSPYFaded: behind in that period

1–2SPY wins

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

Stocks vs Core: THRO vs SPY

YTD

iSharesTHRO

+7.6%

SPYSPDR

+8.7%

+7.6%Year to date+8.7%

−10.9%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

0.3%Yield1.0%

$7.1BAssets$819B

4–0SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: THRO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

THRO0.57%$57

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

Yields: THRO, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

THRO0.32%$32

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

THRO$32 − $57 = −$25

KeptFee

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

Overlap: THRO, SPY

Today

66.0%most shared, THRO and SPY

THROSPY

THRO—66.0%

SPY66.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

THROWorst drop−10.9%15.3% vol

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

Paid More vs Made More

YTD

SPYTHRO

+8.7%Year to date+7.6%

1.0%Yield0.3%

+9.7%Past year+7.9%

0.09%Fee0.57%

4–0SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

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