THRO vs IJR

ATHRO

BIJR

Measures won2–3IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.1%THRO and IJR

THRO

IJR

iShares U.S. Thematic Rotation Active ETF · $7.4BiShares Core S&P Small-Cap ETF · $108B

+22.6%3 years · per year$18,406 · $16,200+17.4%

[…]5 years · per year[…] · $13,136+5.6%

0.57%Expense ratio$57 · $6 on $10k · lower wins0.06%

0.32%12-mo yield$32 · $124 on $10k1.24%

−10.9%Worst dropSmaller wins−9.7%

15.3%VolatilityLower wins16.3%

2–3IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRO · IJR

0.0%TDW0.2%

0.0%BLDR0.4%

0.0%TTD0.3%

0.0%SKY0.3%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	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 IJR

THRO

iShares U.S. Thematic Rotation Active

[…]

IJR

iShares Core S&P Small-Cap

$13,136

MeasureTHROIJR

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield0.32%1.24%

5 years, per year[…]+5.6%

3 years, per year+22.6%+17.4%

Worst drop · 1Y−10.9%−9.7%

Volatility · 1Y15.3%16.3%

3–2measures won
IJR first

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: THRO, IJR

Today

0.1%most shared, THRO and IJR

THROIJR

THRO—0.1%

IJR0.1%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

THRO$32 − $57 = −$25

KeptFee

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