Compare · 3 funds side by side · dividends reinvested

THRO, VO and VUG

THROiShares×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

THRO, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

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

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 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

THRO

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

THROMeasureVO

+7.6%Year to dateJan 1 → Nov 6+10.6%

+7.9%1 yearTotal return+11.6%

+22.2%3 years · per year$10,000 became $18,241 · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.57%Expense ratio$57 · $3 a year on $10k · lower is better0.03%

0.32%Trailing 12-mo yield$32 · $139 a year on $10k1.39%

−10.9%Worst dropSmaller is better−8.2%

15.3%VolatilityLower is calmer12.9%

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

1–6VO 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 VO: Top 5 Holdings

Today

THRO

30.2%in top 5

in top 55.3%

THROStockVO

8.6%AAPLnot top 5

7.3%NVDAnot top 5

6.4%MSFTnot top 5

4.7%AMZNnot top 5

3.2%GOOGLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common7.0%

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

THRO vs VO Returns, Every Period

iSharesTHRO

+7.9%

past year

VOVanguard

+11.6%

past year

THROVOFaded: behind in that period

1–2VO wins

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

THRO vs VO

YTD

iSharesTHRO

+7.6%

VOVanguard

+10.6%

+7.6%Year to date+10.6%

−10.9%Worst drop · 1Y−8.2%

15.3%Volatility · 1Y12.9%

0.3%Yield1.4%

$7.1BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: THRO, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

THRO0.57%$57

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

Yields: THRO, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VUG0.42%$42

THRO0.32%$32

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

THRO$32 − $57 = −$25

KeptFee

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

Overlap: THRO, VO, VUG

Today

49.9%most shared, THRO and VUG

THROVOVUG

THRO—7.0%49.9%

VO7.0%—10.2%

VUG49.9%10.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% 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

VOTHRO

+10.6%Year to date+7.6%

1.4%Yield0.3%

+11.6%Past year+7.9%

0.03%Fee0.57%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026