THRO vs IWB

ATHRO

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common60.6%THRO and IWB

THRO

IWB

iShares U.S. Thematic Rotation Active ETF · $7.3BiShares Russell 1000 ETF · $47.8B

+24.8%3 years · per year$19,454 · $18,957+23.8%

[…]5 years · per year[…] · $17,090+11.3%

0.57%Expense ratio$57 · $15 on $10k · lower wins0.15%

0.31%12-mo yield$31 · $92 on $10k0.92%

−10.9%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins12.8%

1–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRO · IWB

8.7%AAPL7.1%

7.7%NVDA6.8%

6.5%MSFT5.6%

4.4%AMZN3.3%

Held in common60.6%

End-of-day Nov 3, 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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.31%	+0.4%	+11.2%	+11.0%	+24.8%	new	−10.9%	$7.3B

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

Cards for this view

THRO vs IWB

THRO

iShares U.S. Thematic Rotation Active

[…]

IWB

iShares Russell 1000

$17,090

MeasureTHROIWB

Fee0.57%0.15%

Cost on $10k a year$57$15

Yield0.31%0.92%

5 years, per year[…]+11.3%

3 years, per year+24.8%+23.8%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y14.5%12.8%

4–1measures won
IWB first

60.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: THRO, IWB

Today

60.6%most shared, THRO and IWB

THROIWB

THRO—60.6%

IWB60.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee