THRO vs IVV

ATHRO

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common64.0%THRO and IVV

THRO

IVV

iShares U.S. Thematic Rotation Active ETF · $7.4BiShares Core S&P 500 ETF · $887B

+24.9%3 years · per year$19,465 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

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

0.30%12-mo yield$30 · $109 on $10k1.09%

−10.9%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins12.9%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · IVV

7.9%NVDA7.7%

8.5%AAPL7.4%

6.5%MSFT5.9%

4.6%AMZN3.8%

Held in common64.0%

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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 IVV

THRO

iShares U.S. Thematic Rotation Active

[…]

IVV

iShares Core S&P 500

$18,118

MeasureTHROIVV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.30%1.09%

5 years, per year[…]+12.6%

3 years, per year+24.9%+24.2%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y14.5%12.9%

4–1measures won
IVV first

64.0%

holdings shared

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

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

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

Overlap: THRO, IVV, VOO

Today

94.5%most shared, IVV and VOO

THROIVVVOO

THRO—64.0%65.0%

IVV64.0%—94.5%

VOO65.0%94.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

THRO$30 − $57 = −$27

KeptFee

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