THRO vs DIA

ATHRO

BDIA

Measures won1–4DIA wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DIA $15,590

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common39.1%THRO and DIA

THRO

DIA

iShares U.S. Thematic Rotation Active ETF · $7.0BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+22.2%3 years · per year$18,241 · $16,149+17.3%

[…]5 years · per year[…] · $15,590+9.3%

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

6.4%MSFT6.2%

8.6%AAPL4.0%

3.2%GOOGL3.3%

4.7%AMZN3.0%

Held in common39.1%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
3	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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
3	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 DIA

THRO

iShares U.S. Thematic Rotation Active

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureTHRODIA

Fee0.57%0.16%

Cost on $10k a year$57$16

Yield0.32%1.40%

5 years, per year[…]+9.3%

3 years, per year+22.2%+17.3%

Worst drop · 1Y−10.9%−9.8%

Volatility · 1Y15.3%13.4%

4–1measures won
DIA first

39.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, DIA, VTV

Today

39.1%most shared, THRO and DIA

THRODIAVTV

THRO—39.1%36.7%

DIA39.1%—23.4%

VTV36.7%23.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DIA$140 − $16 = $124

THRO$32 − $57 = −$25

KeptFee

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