Compare · 3 funds side by side · dividends reinvested

THRO, VUG and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

THRO, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.1

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.32%+7.2%+7.8%+22.6%[…]−10.9%15.3%$7.0B2.1

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.0B[…]

THRO

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 50.3% in common

THROMeasureVUG

+7.2%Year to dateJan 1 → Nov 5+0.5%

+7.8%1 yearTotal return−0.6%

+22.6%3 years · per year$10,000 became $18,406 · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

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

0.32%Trailing 12-mo yield$32 · $43 a year on $10k0.43%

−10.9%Worst dropSmaller is better−15.1%

15.3%VolatilityLower is calmer19.0%

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

4–3THRO 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 VUG: Top 5 Holdings

Today

THRO

31.4%in top 5

VUG

in top 545.2%

THROStockVUG

7.5%NVDA13.5%

8.8%AAPL12.5%

6.9%MSFT9.7%

3.3%GOOGL5.2%

4.9%AMZNnot top 5

not top 5AVGO4.3%

Held in common50.3%

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

THRO vs VUG Returns, Every Period

iSharesTHRO

+7.8%

past year

VUGVanguard

−0.6%

past year

THROVUGFaded: behind in that period

2–1THRO wins

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

THRO vs IJR

YTD

iSharesTHRO

+7.2%

IJRiShares

+15.4%

+7.2%Year to date+15.4%

−10.9%Worst drop · 1Y−9.7%

15.3%Volatility · 1Y16.3%

0.3%Yield1.2%

$7.0BAssets$104B

3–1IJR wins

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

Cost, Income and Risk

Fees: THRO, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

THRO0.57%$57

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

Yields: THRO, VUG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

VUG0.43%$43

THRO0.32%$32

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$43 − $3 = $40

THRO$32 − $57 = −$25

KeptFee

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

Overlap: THRO, VUG, IJR

Today

50.3%most shared, THRO and VUG

THROVUGIJR

THRO—50.3%0.1%

VUG50.3%—0.0%

IJR0.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

THROWorst drop−10.9%15.3% vol

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IJRTHRO

+15.4%Year to date+7.2%

1.2%Yield0.3%

+19.4%Past year+7.8%

0.06%Fee0.57%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026