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ATHRO

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · DFAC $16,580

Lowest cost0.03%VOO · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common49.3%THRO and DFAC

iShares U.S. Thematic Rotation Active ETF · $7.3BDimensional - US Core Equity 2 ETF · $87.7B

+22.4%3 years · per year$18,340 · $17,581+20.7%

[…]5 years · per year[…] · $16,580+10.6%

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

0.31%12-mo yield$31 · $88 on $10k

Cards for this view

THRO

iShares U.S. Thematic Rotation Active

[…]

DFAC

Dimensional - US Core Equity 2

$16,580

MeasureTHRODFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield0.31%0.88%

5 years, per year[…]+10.6%

3 years, per year+22.4%+20.7%

Worst drop · 1Y−10.9%−8.5%

Volatility · 1Y15.4%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−1.2%	+18.0%	+19.1%	+16.7%	+5.3%	−9.7%	$105.8B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.2%	+11.2%	+10.9%	+22.4%	new	−10.9%	$7.3B

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−1.2%	+18.0%	+19.1%	+16.7%	+5.3%	−9.7%	$105.8B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.2%	+11.2%	+10.9%	+22.4%	new	−10.9%	$7.3B