THRO vs DCOR

ATHRO

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DCOR · $17 on $10k

Most income0.91%DCOR · $91 on $10k

Smallest drop−8.3%DCOR · worst fall in 1Y

Held in common51.2%THRO and DCOR

THRO

DCOR

iShares U.S. Thematic Rotation Active ETF · $7.3BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B

+24.8%3 years · per year$19,454 · $18,840+23.5%

[…]5 years · per year[…]

0.57%Expense ratio$57 · $17 on $10k · lower wins0.17%

0.31%12-mo yield$31 · $91 on $10k0.91%

−10.9%Worst dropSmaller wins−8.3%

14.5%VolatilityLower wins12.2%

1–4DCOR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTHRO · DCOR

8.7%AAPL5.9%

7.7%NVDA5.5%

6.5%MSFT4.3%

4.4%AMZN2.6%

Held in common51.2%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

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 DCOR

THRO

iShares U.S. Thematic Rotation Active

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureTHRODCOR

Fee0.57%0.17%

Cost on $10k a year$57$17

Yield0.31%0.91%

5 years, per year[…][…]

3 years, per year+24.8%+23.5%

Worst drop · 1Y−10.9%−8.3%

Volatility · 1Y14.5%12.2%

4–1measures won
DCOR first

51.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: THRO, DCOR

Today

51.2%most shared, THRO and DCOR

THRODCOR

THRO—51.2%

DCOR51.2%—

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

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

THRO$31 − $57 = −$26

KeptFee

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