THRO vs IWF

ATHRO

BIWF

Measures won3–2THRO wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−10.9%THRO · worst fall in 1Y

Held in common51.1%THRO and IWF

THRO

IWF

iShares U.S. Thematic Rotation Active ETF · $7.3BiShares Russell 1000 Growth ETF · $120B

+24.9%3 years · per year$19,465 · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.57%Expense ratio$57 · $18 on $10k · lower wins0.18%

0.30%12-mo yield$30 · $37 on $10k0.37%

−10.9%Worst dropSmaller wins−15.6%

14.5%VolatilityLower wins18.3%

3–2THRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRO · IWF

8.5%AAPL8.1%

7.9%NVDA15.1%

6.5%MSFT6.1%

3.2%GOOGL5.1%

Held in common51.1%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.3B

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 IWF

THRO

iShares U.S. Thematic Rotation Active

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureTHROIWF

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield0.30%0.37%

5 years, per year[…]+10.6%

3 years, per year+24.9%+22.3%

Worst drop · 1Y−10.9%−15.6%

Volatility · 1Y14.5%18.3%

3–2measures won
THRO first

51.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: THRO, IWF

Today

51.1%most shared, THRO and IWF

THROIWF

THRO—51.1%

IWF51.1%—

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

THRO$30 − $57 = −$27

KeptFee

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