Compare · 3 funds side by side · dividends reinvested

THRO, VTV and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

THRO, VTV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.32%+7.6%+7.9%+22.2%[…]−10.9%15.3%$7.1B2.6

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 · VTV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

THRO

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 36.7% in common

THROMeasureVTV

+7.6%Year to dateJan 1 → Nov 6+18.5%

+7.9%1 yearTotal return+22.9%

+22.2%3 years · per year$10,000 became $18,241 · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

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

0.32%Trailing 12-mo yield$32 · $187 a year on $10k1.87%

−10.9%Worst dropSmaller is better−6.4%

15.3%VolatilityLower is calmer10.7%

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

1–6VTV 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 VTV: Top 5 Holdings

Today

THRO

30.2%in top 5

VTV

in top 515.8%

THROStockVTV

8.6%AAPLnot top 5

7.3%NVDAnot top 5

6.4%MSFTnot top 5

4.7%AMZNnot top 5

not top 5MU4.6%

not top 5JPM3.3%

3.2%GOOGLnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common36.7%

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

THRO vs VTV Returns, Every Period

iSharesTHRO

+7.9%

past year

VTVVanguard

+22.9%

past year

THROVTVFaded: behind in that period

1–2VTV wins

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

THRO vs VTV

YTD

iSharesTHRO

+7.6%

VTVVanguard

+18.5%

+7.6%Year to date+18.5%

−10.9%Worst drop · 1Y−6.4%

15.3%Volatility · 1Y10.7%

0.3%Yield1.9%

$7.1BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: THRO, VTV, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

THRO0.57%$57

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

Yields: THRO, VTV, IJH

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJH1.25%$125

THRO0.32%$32

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJH$125 − $5 = $120

THRO$32 − $57 = −$25

KeptFee

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

Overlap: THRO, VTV, IJH

Today

36.7%most shared, THRO and VTV

THROVTVIJH

THRO—36.7%1.2%

VTV36.7%—0.2%

IJH1.2%0.2%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

THROWorst drop−10.9%15.3% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

VTVIJH

+18.5%Year to date+9.5%

1.9%Yield1.3%

+22.9%Past year+12.9%

0.03%Fee0.05%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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