IVV vs THRO

AIVV

BTHRO

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common66.0%IVV and THRO

IVV

THRO

iShares Core S&P 500 ETF · $850BiShares U.S. Thematic Rotation Active ETF · $7.0B

+21.8%3 years · per year$18,084 · $18,241+22.2%

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $57 on $10k · lower wins0.57%

1.14%12-mo yield$114 · $32 on $10k0.32%

−8.9%Worst dropSmaller wins−10.9%

13.6%VolatilityLower wins15.3%

4–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · THRO

7.9%AAPL8.6%

6.9%NVDA7.3%

6.3%MSFT6.4%

4.0%AMZN4.7%

Held in common66.0%

End-of-day Nov 6, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs THRO

IVV

iShares Core S&P 500

$17,177

THRO

iShares U.S. Thematic Rotation Active

[…]

MeasureIVVTHRO

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield1.14%0.32%

5 years, per year+11.4%[…]

3 years, per year+21.8%+22.2%

Worst drop · 1Y−8.9%−10.9%

Volatility · 1Y13.6%15.3%

4–1measures won
IVV first

66.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IVV, THRO, SPY

Today

99.9%most shared, IVV and SPY

IVVTHROSPY

IVV—66.0%99.9%

THRO66.0%—66.0%

SPY99.9%66.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

THRO$32 − $57 = −$25

KeptFee

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