IVV vs THRO

AIVV

BTHRO

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · VTI $16,585

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common66.3%IVV and THRO

iShares Core S&P 500 ETF · $872BiShares U.S. Thematic Rotation Active ETF · $7.2B

+21.5%3 years · per year$17,934 · $18,168+22.0%

+11.7%5 years · per year$17,414 · […][…]

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

1.11%12-mo yield$111 · $31 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,414

THRO

iShares U.S. Thematic Rotation Active

[…]

MeasureIVVTHRO

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield1.11%0.31%

5 years, per year+11.7%[…]

3 years, per year+21.5%+22.0%

Worst drop · 1Y−8.9%−10.9%

Volatility · 1Y13.8%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.4%	+9.8%	+11.5%	+22.0%	new	−10.9%	$7.2B

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	BTHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.4%	+9.8%	+11.5%	+22.0%	new	−10.9%	$7.2B

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