THRO vs IJH

ATHRO

BIJH

Measures won2–3IJH wins · of 6 · 5Y

$10,000 · 5Y$14,620IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common1.4%THRO and IJH

THRO

IJH

iShares U.S. Thematic Rotation Active ETF · $7.4BiShares Core S&P Mid-Cap ETF · $125B

+24.9%3 years · per year$19,465 · $16,594+18.4%

[…]5 years · per year[…] · $14,620+7.9%

0.57%Expense ratio$57 · $5 on $10k · lower wins0.05%

0.30%12-mo yield$30 · $121 on $10k1.21%

−10.9%Worst dropSmaller wins−8.8%

14.5%VolatilityLower wins15.0%

2–3IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRO · IJH

0.2%MLI0.4%

0.2%AA0.3%

0.2%DINO0.5%

0.1%PR0.6%

Held in common1.4%

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.4B

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.4B

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 IJH

THRO

iShares U.S. Thematic Rotation Active

[…]

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureTHROIJH

Fee0.57%0.05%

Cost on $10k a year$57$5

Yield0.30%1.21%

5 years, per year[…]+7.9%

3 years, per year+24.9%+18.4%

Worst drop · 1Y−10.9%−8.8%

Volatility · 1Y14.5%15.0%

3–2measures won
IJH first

1.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: THRO, IJH

Today

1.4%most shared, THRO and IJH

THROIJH

THRO—1.4%

IJH1.4%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

THRO$30 − $57 = −$27

KeptFee

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