THRO vs SCHB

ATHRO

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · IWF $15,330

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common58.7%THRO and SCHB

THRO

SCHB

iShares U.S. Thematic Rotation Active ETF · $7.4BSchwab U.S. Broad Market ETF · $44.9B

+22.6%3 years · per year$18,406 · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

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

0.32%12-mo yield$32 · $109 on $10k1.09%

−10.9%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.8%

1–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · SCHB

8.8%AAPL6.9%

7.5%NVDA6.5%

6.9%MSFT5.6%

4.9%AMZN3.5%

Held in common58.7%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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%	$7.4B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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%	$7.4B

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 SCHB

THRO

iShares U.S. Thematic Rotation Active

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureTHROSCHB

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.32%1.09%

5 years, per year[…]+10.3%

3 years, per year+22.6%+21.9%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.3%13.8%

4–1measures won
SCHB first

58.7%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

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$62.5B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: THRO, SCHB, IWF

Today

58.7%most shared, THRO and SCHB

THROSCHBIWF

THRO—58.7%50.8%

SCHB58.7%—53.3%

IWF50.8%53.3%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

THRO$32 − $57 = −$25

KeptFee

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