THRO vs DCOR

ATHRO

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common53.6%THRO and DCOR

THRO

DCOR

iShares U.S. Thematic Rotation Active ETF · $7.1BU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+22.2%3 years · per year$18,241 · $17,935+21.5%

[…]5 years · per year[…]

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

0.32%12-mo yield$32 · $93 on $10k0.93%

−10.9%Worst dropSmaller wins−8.3%

15.3%VolatilityLower wins12.8%

1–4DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · DCOR

8.6%AAPL6.1%

7.3%NVDA5.1%

6.4%MSFT4.6%

4.7%AMZN2.9%

Held in common53.6%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.1B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.1B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

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

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

Yield0.32%0.93%

5 years, per year[…][…]

3 years, per year+22.2%+21.5%

Worst drop · 1Y−10.9%−8.3%

Volatility · 1Y15.3%12.8%

4–1measures won
DCOR first

53.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: THRO, DCOR, VTV

Today

53.6%most shared, THRO and DCOR

THRODCORVTV

THRO—53.6%36.7%

DCOR53.6%—41.9%

VTV36.7%41.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DCOR$93 − $17 = $76

THRO$32 − $57 = −$25

KeptFee

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