THRO vs SCHB

ATHRO

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,545SCHB · IJH $13,809

Lowest cost0.03%SCHB · $3 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common61.1%THRO and SCHB

iShares U.S. Thematic Rotation Active ETF · $7.3BSchwab U.S. Broad Market ETF · $44.1B

+22.4%3 years · per year$18,340 · $17,887+21.4%

[…]5 years · per year[…] · $16,545+10.6%

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

0.31%12-mo yield$31 · $106 on $10k

Cards for this view

THRO

iShares U.S. Thematic Rotation Active

[…]

SCHB

Schwab U.S. Broad Market

$16,545

MeasureTHROSCHB

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.31%1.06%

5 years, per year[…]+10.6%

3 years, per year+22.4%+21.4%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.4%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.9%	+12.0%	+21.4%	+10.6%	−8.9%	$44.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.2%	+11.2%	+10.9%	+22.4%	new	−10.9%	$7.3B

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.9%	+12.0%	+21.4%	+10.6%	−8.9%	$44.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.2%	+11.2%	+10.9%	+22.4%	new	−10.9%	$7.3B

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