THRO vs DFAC

ATHRO

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · DFAC $17,417

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common47.6%THRO and DFAC

THRO

DFAC

iShares U.S. Thematic Rotation Active ETF · $7.3BDimensional - US Core Equity 2 ETF · $87.6B

+24.9%3 years · per year$19,465 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

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

0.30%12-mo yield$30 · $87 on $10k0.87%

−10.9%Worst dropSmaller wins−8.5%

14.5%VolatilityLower wins12.3%

1–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · DFAC

8.5%AAPL5.6%

7.9%NVDA5.3%

6.5%MSFT4.8%

4.6%AMZN2.6%

Held in common47.6%

End-of-day Nov 4, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.3B

End-of-day Nov 4, 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

$17,417

MeasureTHRODFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield0.30%0.87%

5 years, per year[…]+11.7%

3 years, per year+24.9%+23.2%

Worst drop · 1Y−10.9%−8.5%

Volatility · 1Y14.5%12.3%

4–1measures won
DFAC first

47.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: THRO, DFAC, VOO

Today

67.6%most shared, DFAC and VOO

THRODFACVOO

THRO—47.6%65.0%

DFAC47.6%—67.6%

VOO65.0%67.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

DFAC$87 − $21 = $66

THRO$30 − $57 = −$27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee