Compare · 4 funds side by side · dividends reinvested

THRO, VUG, IVV and IWF

THROiShares×VUGVanguard×IVViShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

THRO, VUG, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.31%+10.2%+12.0%+22.5%[…]−10.9%15.4%$7.2B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: THRO 2021 · VUG 2004 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.2B[…]

THRO

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

THROMeasureVUG

+10.2%Year to dateJan 1 → Nov 9+4.2%

+12.0%1 yearTotal return+4.7%

+22.5%3 years · per year$10,000 became $18,390 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

0.31%Trailing 12-mo yield$31 · $41 a year on $10k0.41%

−10.9%Worst dropSmaller is better−15.1%

15.4%VolatilityLower is calmer19.1%

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

4–3THRO wins

End-of-day Nov 9, 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

30.2%in top 5

VUG

in top 545.2%

THROStockVUG

7.5%NVDA13.5%

8.5%AAPL12.5%

6.4%MSFT9.7%

3.2%GOOGL5.2%

4.6%AMZNnot top 5

not top 5AVGO4.3%

Held in common50.3%

End-of-day Nov 9, 2026 · share of each fund

THRO vs VUG Returns, Every Period

iSharesTHRO

+12.0%

past year

VUGVanguard

+4.7%

past year

THROVUGFaded: behind in that period

2–1THRO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: THRO vs IVV

YTD

iSharesTHRO

+10.2%

IVViShares

+11.3%

+10.2%Year to date+11.3%

−10.9%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.8%

0.3%Yield1.1%

$7.2BAssets$875B

4–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: THRO, VUG, IVV, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

IWF0.18%$18

THRO0.57%$57

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: THRO, VUG, IVV, IWF

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VUG0.41%$41

IWF0.38%$38

THRO0.31%$31

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VUG$41 − $3 = $38

IWF$38 − $18 = $20

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: THRO, VUG, IVV, IWF

Today

78.1%most shared, VUG and IWF

THROVUGIVVIWF

THRO—50.3%66.2%51.3%

VUG50.3%—55.1%78.1%

IVV66.2%55.1%—56.0%

IWF51.3%78.1%56.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

THROWorst drop−10.9%15.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVTHRO

+11.3%Year to date+10.2%

1.1%Yield0.3%

+13.6%Past year+12.0%

0.03%Fee0.57%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026