Compare · 3 funds side by side · dividends reinvested

THRO, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

THRO, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.9

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.32%+7.2%+7.8%+22.6%[…]−10.9%15.3%$7.4B2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: THRO 2021 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

THRO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 63.7% in common

THROMeasureSPYM

+7.2%Year to dateJan 1 → Nov 5+8.4%

+7.8%1 yearTotal return+9.8%

+22.6%3 years · per year$10,000 became $18,406 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.57%Expense ratio$57 · $2 a year on $10k · lower is better0.02%

0.32%Trailing 12-mo yield$32 · $106 a year on $10k1.06%

−10.9%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

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

1–6SPYM wins

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

More Ways to See the Pairs

THRO vs SPYM: Top 5 Holdings

Today

THRO

31.4%in top 5

SPYM

in top 527.7%

THROStockSPYM

8.8%AAPL7.7%

7.5%NVDA7.3%

6.9%MSFT6.2%

4.9%AMZN3.9%

3.3%GOOGL2.6%

Held in common63.7%

End-of-day Nov 5, 2026 · share of each fund

THRO vs SPYM Returns, Every Period

iSharesTHRO

+7.8%

past year

SPYMSPDR

+9.8%

past year

THROSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: THRO vs IVV

YTD

iSharesTHRO

+7.2%

IVViShares

+8.4%

+7.2%Year to date+8.4%

−10.9%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

0.3%Yield1.1%

$7.4BAssets$887B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: THRO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

THRO0.57%$57

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: THRO, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

THRO0.32%$32

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

THRO$32 − $57 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: THRO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

THROSPYMIVV

THRO—63.7%63.7%

SPYM63.7%—99.9%

IVV63.7%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

THROWorst drop−10.9%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026