DFAC vs THRO

ADFAC

BTHRO

Measures won4–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,748DFAC · IJH $13,928

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common49.2%DFAC and THRO

Dimensional - US Core Equity 2 ETF · $88.3BiShares U.S. Thematic Rotation Active ETF · $7.3B

+21.0%3 years · per year$17,728 · $18,450+22.6%

+10.9%5 years · per year$16,748 · […][…]

0.21%Expense ratio$21 · $57 on $10k · lower wins0.57%

0.87%12-mo yield$87 · $31 on $10k

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,748

THRO

iShares U.S. Thematic Rotation Active

[…]

MeasureDFACTHRO

Fee0.21%0.57%

Cost on $10k a year$21$57

Yield0.87%0.31%

5 years, per year+10.9%[…]

3 years, per year+21.0%+22.6%

Worst drop · 1Y−8.5%−10.9%

Volatility · 1Y13.0%

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$125.5B
3	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+1.5%	+11.4%	+11.0%	+22.6%	new	−10.9%	$7.3B

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$125.5B
3	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+1.5%	+11.4%	+11.0%	+22.6%	new	−10.9%	$7.3B

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