THRO vs IVV

ATHRO

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common66.2%THRO and IVV

THRO

IVV

iShares U.S. Thematic Rotation Active ETF · $7.2BiShares Core S&P 500 ETF · $875B

+22.5%3 years · per year$18,390 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.31%12-mo yield$31 · $111 on $10k1.11%

−10.9%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.8%

1–4IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTHRO · IVV

8.5%AAPL7.9%

7.5%NVDA7.1%

6.4%MSFT6.2%

4.6%AMZN4.0%

Held in common66.2%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+2.5%	+10.2%	+12.0%	+22.5%	new	−10.9%	$7.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+2.5%	+10.2%	+12.0%	+22.5%	new	−10.9%	$7.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

THRO vs IVV

THRO

iShares U.S. Thematic Rotation Active

[…]

IVV

iShares Core S&P 500

$17,545

MeasureTHROIVV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.31%1.11%

5 years, per year[…]+11.9%

3 years, per year+22.5%+22.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.4%13.8%

4–1measures won
IVV first

66.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: THRO, IVV, IWF, VOO

Today

92.7%most shared, IVV and VOO

THROIVVIWFVOO

THRO—66.2%51.3%66.3%

IVV66.2%—56.0%92.7%

IWF51.3%56.0%—59.3%

VOO66.3%92.7%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

IWF$38 − $18 = $20

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee