THRO vs DFAC

ATHRO

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common49.4%THRO and DFAC

THRO

DFAC

iShares U.S. Thematic Rotation Active ETF · $7.2BDimensional - US Core Equity 2 ETF · $87.7B

+22.5%3 years · per year$18,390 · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

0.57%Expense ratio$57 · $21 on $10k · lower wins0.21%

0.31%12-mo yield$31 · $88 on $10k0.88%

−10.9%Worst dropSmaller wins−8.5%

15.4%VolatilityLower wins13.1%

1–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · DFAC

8.5%AAPL5.9%

6.4%MSFT5.0%

7.5%NVDA4.9%

4.6%AMZN2.7%

Held in common49.4%

End-of-day Nov 9, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+2.5%	+10.2%	+12.0%	+22.5%	new	−10.9%	$7.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+2.5%	+10.2%	+12.0%	+22.5%	new	−10.9%	$7.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

THRO vs DFAC

THRO

iShares U.S. Thematic Rotation Active

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureTHRODFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield0.31%0.88%

5 years, per year[…]+11.0%

3 years, per year+22.5%+21.2%

Worst drop · 1Y−10.9%−8.5%

Volatility · 1Y15.4%13.1%

4–1measures won
DFAC first

49.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: THRO, DFAC, IJR

Today

49.4%most shared, THRO and DFAC

THRODFACIJR

THRO—49.4%0.1%

DFAC49.4%—6.4%

IJR0.1%6.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee