THRO vs DFAC

ATHRO

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common49.3%THRO and DFAC

THRO

DFAC

iShares U.S. Thematic Rotation Active ETF · $7.0BDimensional - US Core Equity 2 ETF · $85.7B

+22.2%3 years · per year$18,241 · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

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

0.32%12-mo yield$32 · $90 on $10k0.90%

−10.9%Worst dropSmaller wins−8.5%

15.3%VolatilityLower wins12.9%

1–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTHRO · DFAC

8.6%AAPL5.9%

6.4%MSFT5.0%

7.3%NVDA4.8%

4.7%AMZN2.7%

Held in common49.3%

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 Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

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

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

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

THRO vs DFAC

THRO

iShares U.S. Thematic Rotation Active

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureTHRODFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield0.32%0.90%

5 years, per year[…]+10.6%

3 years, per year+22.2%+21.0%

Worst drop · 1Y−10.9%−8.5%

Volatility · 1Y15.3%12.9%

4–1measures won
DFAC first

49.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

THRODFACIWFVUG

THRO—49.3%50.9%49.9%

DFAC49.3%—40.2%35.7%

IWF50.9%40.2%—78.0%

VUG49.9%35.7%78.0%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

THRO$32 − $57 = −$25

KeptFee

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