THRO vs IWB

ATHRO

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV · IWB $16,808

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common62.7%THRO and IWB

iShares U.S. Thematic Rotation Active ETF · $7.2BiShares Russell 1000 ETF · $47.6B

+22.0%3 years · per year$18,168 · $17,802+21.2%

[…]5 years · per year[…] · $16,808+10.9%

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

0.31%12-mo yield$31 · $93 on $10k0.93%

Cards for this view

THRO

iShares U.S. Thematic Rotation Active

[…]

IWB

iShares Russell 1000

$16,808

MeasureTHROIWB

Fee0.57%0.15%

Cost on $10k a year$57$15

Yield0.31%0.93%

5 years, per year[…]+10.9%

3 years, per year+22.0%+21.2%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.4%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	−0.2%	+10.8%	+12.9%	+21.2%	+10.9%	−8.9%	$47.6B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.4%	+9.8%	+11.5%	+22.0%	new	−10.9%	$7.2B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	−0.2%	+10.8%	+12.9%	+21.2%	+10.9%	−8.9%	$47.6B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.4%	+9.8%	+11.5%	+22.0%	new	−10.9%	$7.2B

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