THRO vs DIA

ATHRO

BDIA

Measures won1–4DIA wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA · IWF $15,330

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common38.8%THRO and DIA

THRO

DIA

iShares U.S. Thematic Rotation Active ETF · $7.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+22.6%3 years · per year$18,406 · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.57%Expense ratio$57 · $16 on $10k · lower wins0.16%

0.32%12-mo yield$32 · $140 on $10k1.40%

−10.9%Worst dropSmaller wins−9.8%

15.3%VolatilityLower wins13.4%

1–4DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · DIA

6.9%MSFT6.2%

8.8%AAPL3.9%

3.3%GOOGL3.2%

4.9%AMZN3.0%

Held in common38.8%

End-of-day Nov 5, 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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	−4.7%	+7.2%	+7.8%	+22.6%	new	−10.9%	$7.4B

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

All Three

5Y3 funds

#
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	−4.7%	+7.2%	+7.8%	+22.6%	new	−10.9%	$7.4B

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

Cards for this view

THRO vs DIA

THRO

iShares U.S. Thematic Rotation Active

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureTHRODIA

Fee0.57%0.16%

Cost on $10k a year$57$16

Yield0.32%1.40%

5 years, per year[…]+9.4%

3 years, per year+22.6%+17.7%

Worst drop · 1Y−10.9%−9.8%

Volatility · 1Y15.3%13.4%

4–1measures won
DIA first

38.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: THRO, DIA, IWF

Today

50.8%most shared, THRO and IWF

THRODIAIWF

THRO—38.8%50.8%

DIA38.8%—21.6%

IWF50.8%21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWF$39 − $18 = $21

THRO$32 − $57 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee