THRO vs IWB

ATHRO

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · IWF $15,330

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common60.2%THRO and IWB

THRO

IWB

iShares U.S. Thematic Rotation Active ETF · $7.0BiShares Russell 1000 ETF · $46.4B

+22.6%3 years · per year$18,406 · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

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

0.32%12-mo yield$32 · $95 on $10k0.95%

−10.9%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

1–4IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · IWB

8.8%AAPL7.1%

7.5%NVDA6.6%

6.9%MSFT5.8%

4.9%AMZN3.6%

Held in common60.2%

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	−4.7%	+7.2%	+7.8%	+22.6%	new	−10.9%	$7.0B

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	−4.7%	+7.2%	+7.8%	+22.6%	new	−10.9%	$7.0B

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 IWB

THRO

iShares U.S. Thematic Rotation Active

[…]

IWB

iShares Russell 1000

$16,543

MeasureTHROIWB

Fee0.57%0.15%

Cost on $10k a year$57$15

Yield0.32%0.95%

5 years, per year[…]+10.6%

3 years, per year+22.6%+21.8%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.3%13.6%

4–1measures won
IWB first

60.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: THRO, IWB, IWF

Today

60.2%most shared, THRO and IWB

THROIWBIWF

THRO—60.2%50.8%

IWB60.2%—55.4%

IWF50.8%55.4%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

IWF$39 − $18 = $21

THRO$32 − $57 = −$25

KeptFee

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