THRO vs DFAC

ATHRO

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · DFAC $16,976

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common47.4%THRO and DFAC

THRO

DFAC

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

+24.8%3 years · per year$19,454 · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

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%

14.5%VolatilityLower wins12.2%

1–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTHRO · DFAC

8.7%AAPL5.7%

7.7%NVDA5.2%

6.5%MSFT4.7%

4.4%AMZN2.5%

Held in common47.4%

End-of-day Nov 3, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

End-of-day Nov 3, 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

$16,976

MeasureTHRODFAC

Fee0.57%0.21%

Cost on $10k a year$57$21

Yield0.31%0.88%

5 years, per year[…]+11.2%

3 years, per year+24.8%+23.0%

Worst drop · 1Y−10.9%−8.5%

Volatility · 1Y14.5%12.2%

4–1measures won
DFAC first

47.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: THRO, DFAC, VTV, IJR

Today

47.4%most shared, THRO and DFAC

THRODFACVTVIJR

THRO—47.4%35.7%0.1%

DFAC47.4%—38.0%6.4%

VTV35.7%38.0%—0.0%

IJR0.1%6.4%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee