THRO vs VUG

ATHRO

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common50.7%THRO and VUG

THRO

VUG

iShares U.S. Thematic Rotation Active ETF · $7.3BVanguard Morningstar Growth ETF · $233B

+24.8%3 years · per year$19,454 · $19,673+25.3%

[…]5 years · per year[…] · $16,902+11.1%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

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

−10.9%Worst dropSmaller wins−16.1%

14.5%VolatilityLower wins18.2%

2–3VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · VUG

8.7%AAPL12.5%

7.7%NVDA13.5%

6.5%MSFT9.7%

4.4%AMZN4.3%

Held in common50.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

THRO vs VUG

THRO

iShares U.S. Thematic Rotation Active

[…]

VUG

Vanguard Morningstar Growth

$16,902

MeasureTHROVUG

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.31%0.41%

5 years, per year[…]+11.1%

3 years, per year+24.8%+25.3%

Worst drop · 1Y−10.9%−16.1%

Volatility · 1Y14.5%18.2%

3–2measures won
VUG first

50.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFAC, THRO, VUG

Today

50.7%most shared, THRO and VUG

DFACTHROVUG

DFAC—47.4%35.7%

THRO47.4%—50.7%

VUG35.7%50.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee